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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 2, 2025

Wealth Professional

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

June 30, 2025

Citi Ventures

Backing Conquest to support AI-powered adaptive financial planning

June 23, 2025

Canapi

Why We're Investing in Conquest Planning's Series B

June 23, 2025

Advisor.ca

Conquest Planning secures $110 million in financing

June 23, 2025

Wealth Management

Conquest Planning Raises $80M to Accelerate US Expansion

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