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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
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
August 30, 2023
Business Wire
Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice
August 17, 2023
Business Wire
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
June 14, 2023
Red River College Polytech
Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
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