Press + Media

Latest News

Anthropic promises to disrupt financial services, Conquest CEO adds context

September 12, 2024

Business Wire

Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice

October 6, 2022

BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

April 21, 2023

RBC

RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors

February 8, 2023

Financial Planning

NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly

February 7, 2023

Citywire Canada

NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY

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