Press + Media

Latest News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

February 8, 2023

Financial Planning

NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly

February 7, 2023

Wealth Management

Conquest Planning Secures $17.8M in Series A Funding

February 7, 2023

Fintech

Conquest Planning Secures $24 Million Series A to Power International Expansion

February 7, 2023

Citywire Canada

NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY

February 7, 2023

Business Wire

Conquest Planning Closes $24 Million Series A Raise

For Media Inquiries

For media inquiries, please contact our Media Team at:

Conquest@streetcredpr.com