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Latest News
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
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
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
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Media
Ep. 231: Transforming Complexity into Clarity: Financial Planning Data Insights with Mark Evans
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Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie
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