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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

February 15, 2024

Wealth Professional

Conquest Planning’s best practices for tech and change management

March 15, 2024

Financial Planning

Brad Joudrie of Conquest Planning on making advice accessible

March 11, 2024

Celent

Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning

March 5, 2024

Assiniboine Community College

Assiniboine College Business Students Gain Access to Conquest Planning's AI-Powered Technology Platform

December 18, 2023

Wealth Solutions Report

The AI Advantage To Bridge Gaps In The Great Wealth Transfer

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