Press + Media

Latest News

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

July 23, 2025

Business Wire

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

June 26, 2025

RIA Channel

Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale

July 21, 2025

RIA Channel

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice

July 15, 2025

One Eleven Management Group

Matthew Anderson Announces Multi-Year Partnership with Conquest Planning

July 2, 2025

Wealth Professional

What Conquest plans to do with its $110 million capital injection

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