Press + Media

Latest News

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

June 23, 2025

Wealth Management

Conquest Planning Raises $80M to Accelerate US Expansion

June 23, 2025

Fintech

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

June 23, 2025

Business Wire

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

October 10, 2024

Business Wire

FÉRIQUE Deepens Commitment to Personalized Client Service Through Partnership with Conquest Planning

June 4, 2024

Wealth Management

Conquest Planning Upgrades Its Strategic Advice Manager

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