Platform
Overview
SAM
Features
About
Our story
Our team
Careers
Solutions
Overview
Digital
Collaborative
Traditional
Resources
Press & News
Customer Stories
Events
Get Started
English (US)
French (CA)
English (UK)
English (CA)
Press + Media
Latest News
Anthropic promises to disrupt financial services, Conquest CEO adds context
August 17, 2023
Business Wire
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
December 10, 2025
Professional Adviser
Advice for all: Why targeted support is a once-in-a-generation opportunity
July 23, 2025
Business Wire
Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' — A New Digital Experience Empowering Canadians to Take Control of Their Financial Future
June 30, 2025
Citi Ventures
Backing Conquest to support AI-powered adaptive financial planning
Previous
Show More
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
For Media Inquiries
For media inquiries, please contact our Media Team at:
Conquest@streetcredpr.com