Press + Media

Latest News

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

June 23, 2025

Advisor.ca

Conquest Planning secures $110 million in financing

June 23, 2025

Wealth Management

Conquest Planning Raises $80M to Accelerate US Expansion

June 23, 2025

Investment News

Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

June 23, 2025

Wealth Professional

Goldman, Citi, and other US giants back Canadian fintech in funding round

June 23, 2025

Fintech

Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform

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