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

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

April 28, 2021

Wealth Professional

Advisors want dealers with a digital edge

June 5, 2021

Wealth Professional

Conquest and Flinks take aim at financial planners' data pains

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