Press + Media

Latest News

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

June 23, 2025

Business Wire

Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families

June 23, 2025

Barron's

Goldman Sachs, Citi Bet on AI in Financial Advice With Investment in Start-up Conquest

June 16, 2025

World Economic Forum

How AI is making financial advice more accessible

April 2, 2025

Lorne Rubis

Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder

March 24, 2025

Wealth Management

Revolutionizing Financial Planning

For Media Inquiries

For media inquiries, please contact our Media Team at:

Conquest@streetcredpr.com