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Anthropic promises to disrupt financial services, Conquest CEO adds context

February 12, 2026

Investment News

Human advisors still essential amid AI revolution, say fintechs

October 23, 2025

CB Insights

Fintech 100: The most promising fintech startups of 2025

June 23, 2025

Investment News

Goldman, Citi back NaviPlan architects in fresh bet on AI-powered financial advice

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

Media

Conquest Planning with Mark Evans & Brad Joudrie | E135

Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning

Fintech Form Canada – start-up pitch competition

Prospering in Longevity Challenge - Top Innovators

‍Your Life, Your Money - Sunday, July 3rd, 2022

‍Your Life, Your Money - Sunday, July 3rd, 2022

How Tech Is Transforming the Financial Services Industry with Stacie Calder

Revolutionizing Financial Planning

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