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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
December 2, 2025
Wealth Professional
New Conquest CEO looks to the firm's future
December 2, 2025
Business Wire
Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning
November 10, 2025
Wealth Professional
Conquest CEO offers a realist's view on gen AI
October 30, 2025
Council of Canadian Innovators
CCI Welcomes Conquest Planning to Our National Network of Innovators
October 23, 2025
CB Insights
Fintech 100: The most promising fintech startups of 2025
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Media
Transforming Financial Advice
How Conquest Planning is Conquering the US Advisor Market
Your Life, Your Money - Sunday, July 3rd, 2022
How Tech Is Transforming the Financial Services Industry with Stacie Calder
The WealthStack Podcast: AI, Advice and the Future of Financial Planning with Ken Lotocki
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com