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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
Canapi
Why We're Investing in Conquest Planning's Series B
June 23, 2025
Advisor.ca
Conquest Planning secures $110 million in financing
June 23, 2025
Wealth Management
Conquest Planning Raises $80M to Accelerate US Expansion
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
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Media
Transforming Financial Advice
How Conquest Planning is Conquering the US Advisor Market
Your Life, Your Money - Sunday, July 3rd, 2022
How Tech Is Transforming the Financial Services Industry with Stacie Calder
Ep 55 - How A.I. is Reshaping the Wealth Management Industry with Brad Joudrie
For Media Inquiries
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