Press + Media

Latest News

Anthropic promises to disrupt financial services, Conquest CEO adds context

March 5, 2026

Business Wire

Conquest Planning Previews Next Chapter of Compliance-First AI Innovation

October 16, 2025

Business Wire

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

June 23, 2025

Wealth Management

Conquest Planning Raises $80M to Accelerate US Expansion

June 23, 2025

Fintech

Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform

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

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