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Press + Media
Latest News
Anthropic promises to disrupt financial services, Conquest CEO adds context
March 24, 2023
Advisor's Edge
Fintech in focus: Conquest Planning
February 15, 2023
Wealth Professional
Five years after inception, Conquest continues with hyper-growth focus
May 27, 2022
FT Adviser
Fidelity partners with fintech to launch planning software
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
July 14, 2021
Wealth Professional
Getting Canadians invested in their financial future
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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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