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Press + Media
Latest News
Anthropic promises to disrupt financial services, Conquest CEO adds context
June 23, 2025
Wealth Professional
Goldman, Citi, and other US giants back Canadian fintech in funding round
June 23, 2025
Barron's
Goldman Sachs, Citi Bet on AI in Financial Advice With Investment in Start-up Conquest
June 16, 2025
World Economic Forum
How AI is making financial advice more accessible
September 18, 2024
Wealth Professional
Manulife Wealth adds Conquest's financial planning platform for advisors
August 30, 2024
Business Insider
MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice
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Media
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning
Prospering in Longevity Challenge - Top Innovators
Your Life, Your Money - Sunday, July 3rd, 2022
Revolutionizing Financial Planning
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