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Latest News

Anthropic promises to disrupt financial services, Conquest CEO adds context

August 4, 2021

Wealth Professional

How Conquest is storming into new financial-planning markets

October 22, 2025

Wealth Professional

Conquest partners with credit union to launch AI-driven planning platform

June 26, 2025

RIA Channel

Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale

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

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