Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
MarketWatch

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

Conquest Planning Inc., ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in ...
Business Wire

Conquest Planning Closes $24 Million Series A Raise

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $24 ...
Morningstar

Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every ...
Morningstar

Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with PWL Capital(“PWL”), a ...