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Latest News

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

July 21, 2021

Citywire Canada

Wealthtech firms spring into action as CFR rules take effect

July 21, 2021

Advisor's Edge

Conquest Planning raises $7.5M to accelerate growth

February 20, 2020

AltFi

Canadian fintech Conquest Planning raises $3m seed funding

February 19, 2020

Investment Executive

Financial planning startup scores seed funding

July 21, 2021

The Globe and Mail

Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand

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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