Press + Media

Latest News

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

June 23, 2025

Canapi

Why We're Investing in Conquest Planning's Series B

March 24, 2025

Wealth Management

Revolutionizing Financial Planning

August 21, 2024

The Globe and Mail

The secret weapon financial planners can use to settle all your retirement worries

August 13, 2024

Advisor Engine

Tom Burmeister: The evolution of financial advice

March 11, 2024

Celent

Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning

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