Presse + Médias

Dernières nouvelles

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

June 26, 2025

RIA Channel

Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale

July 21, 2025

RIA Channel

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice

June 23, 2025

Advisor.ca

Conquest Planning secures $110 million in financing

June 23, 2025

Citywire RIA

Conquest Planning raises $80m in Series B round led by Goldman Sachs

June 23, 2025

Betakit

Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform

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