Press + Media

Latest News

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

May 26, 2022

Money Marketing

Fidelity launches ‘game changing’ advice software

September 19, 2022

Wealth Professional

Why the euphoria for fintech investment has fizzled out

July 21, 2021

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

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

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