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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
Fintech
Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform
June 23, 2025
Citywire RIA
Conquest Planning raises $80m in Series B round led by Goldman Sachs
June 23, 2025
Betakit
Conquest Planning raises $110-million Series B to fuel US expansion of its financial management platform
June 23, 2025
Business Wire
Conquest Planning Raises $80 Million Series B Led by Growth Equity at Goldman Sachs Alternatives to Bring Personalized, AI-Powered Financial Plans to More Families
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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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