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Latest News
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 30, 2025
Council of Canadian Innovators
CCI Welcomes Conquest Planning to Our National Network of Innovators
October 23, 2025
CB Insights
Fintech 100: The most promising fintech startups of 2025
October 23, 2025
The Globe and Mail
Meet the Technology Fast 50
October 22, 2025
Wealth Professional
Conquest partners with credit union to launch AI-driven planning platform
October 21, 2025
Business Wire
Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning
Show More
Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
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