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Dernières nouvelles

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

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

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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