Press + Media

Latest News

Anthropic promises to disrupt financial services, Conquest CEO adds context

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

Advisor.ca

Conquest Planning secures $110 million in financing

June 23, 2025

Citywire RIA

Conquest Planning raises $80m in Series B round led by Goldman Sachs

June 23, 2025

Betakit

Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform

October 15, 2024

IFA Magazine

Conquest and PlannrCRM partner up to optimise planning workflows for advisers

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