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

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

June 28, 2023

Financial Planning

Will giving clients access to ChatGPT tools bring more of them to advisors?

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