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Latest News

Brad Joudrie to Succeed Dr. Mark Evans as CEO of Conquest Planning

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

December 22, 2022

Professional Adviser

Pricing, private equity and tech — where next for platforms in 2023?

December 1, 2022

Professional Paraplanner

FTRC assesses new financial planning system Conquest

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Revolutionizing Financial Planning

For Media Inquiries

For media inquiries, please contact our Media Team at:

Conquest@streetcredpr.com
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