Presse + Médias

Dernières nouvelles

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

March 5, 2026

Business Wire

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

December 2, 2025

Wealth Professional

New Conquest CEO looks to the firm's future

December 2, 2025

Business Wire

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

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 16, 2025

Business Wire

Conquest Planning and FP Canada™ Partner to Launch New Professional Development Course for Financial Planners

July 23, 2025

Business Wire

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

June 26, 2025

RIA Channel

Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale

July 21, 2025

RIA Channel

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

June 23, 2025

Business Wire

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 10, 2024

Business Wire

FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning

September 17, 2024

Business Wire

Patrimoine Manuvie et Conquest Planning offrent aux conseillers des outils de planification financière personnalisés

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

May 27, 2022

FT Adviser

Fidelity partners with fintech to launch planning software

May 26, 2022

Money Marketing

Fidelity launches ‘game changing’ advice software

September 19, 2022

Wealth Professional

Why the euphoria for fintech investment has fizzled out

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

April 16, 2021

Wealth Professional

Conquest Planning inks key partnerships

April 28, 2021

Wealth Professional

Advisors want dealers with a digital edge

June 5, 2021

Wealth Professional

Conquest and Flinks take aim at financial planners' data pains

July 14, 2021

Wealth Professional

Getting Canadians invested in their financial future

July 8, 2021

Wealth Professional

‘The market didn't need another trial and error application’

July 22, 2021

Wealth Professional

Conquest eyes continued expansion with $7.5-million funding round

August 4, 2021

Wealth Professional

How Conquest is storming into new financial-planning markets

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