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

May 12, 2023

Wealth Professional

Wealthsimple partnership 'proof that traditional advice is evolving'

May 11, 2023

Business Wire

Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

May 3, 2023

Wealth Professional

Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy

April 21, 2023

RBC

RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors

March 24, 2023

Advisor's Edge

Fintech in focus: Conquest Planning

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