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 ...
Seeking Alpha

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

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

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual platform positions Conquest to serve the nation’s 45 million Spanish-speaking households WINNIPEG, Manitoba, ...

Advisor360° Introduces Financial Planning to Enhance the Advisor Experience

Advisor360°TM, the AI-native operating system for the advisor experience, and Conquest Planning, a technology platform modernizing financial planning with customized advice across the wealth ...
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 ...