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Press + Media
Latest News
Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice
July 21, 2021
Advisor's Edge
Conquest Planning raises $7.5M to accelerate growth
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
July 21, 2021
The Globe and Mail
Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand
April 16, 2021
Wealth Professional
Conquest Planning inks key partnerships
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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
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com