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Latest News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

October 10, 2023

Fintech

Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

October 4, 2023

Business Wire

Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards

September 28, 2023

LinkedIn

LinkedIn Top Startups 2023: The 15 Canadian companies on the rise

September 12, 2023

Wealth Professional

What's behind the Conquest-CapIntel partnership?

September 7, 2023

Business Wire

Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Transforming Financial Advice

Fintech Form Canada – start-up pitch competition

How Conquest Planning is Conquering the US Advisor Market

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

How Tech Is Transforming the Financial Services Industry with Stacie Calder

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

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For media inquiries, please contact our Media Team at:

Conquest@streetcredpr.com
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