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Dernières nouvelles
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
October 10, 2024
Business Wire
FÉRIQUE renforce son engagement à offrir un service client personnalisé grâce à un partenariat avec Conquest Planning
September 17, 2024
Business Wire
Patrimoine Manuvie et Conquest Planning offrent aux conseillers des outils de planification financière personnalisés
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
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
June 23, 2025
Barron's
Goldman Sachs, Citi Bet on AI in Financial Advice With Investment in Start-up Conquest
June 16, 2025
World Economic Forum
How AI is making financial advice more accessible
April 2, 2025
Lorne Rubis
Culture Talks: How to Build a Thriving Remote Culture with Stacie Calder
March 24, 2025
Wealth Management
Revolutionizing Financial Planning
March 20, 2025
Business Wire
Conquest Planning Partners with PWL Capital to Increase Access to Hyper-Personalized Financial Planning Throughout Canada
March 6, 2025
Business Wire
CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software
February 7, 2025
Fintech
Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit
February 6, 2025
Morningstar
CIX Summit, Powered by Elevate, Announces the 2025 CIX Startup Award Recipients
January 2, 2025
Wealth Management
Artificial Intelligence is Democratizing Financial Advice and Enabling Advisors to Scale
September 27, 2024
The Globe and Mail
Ranking Canada’s Top Growing Companies of 2024
December 4, 2024
Business Wire
Conquest Planning Surpasses 1 Million Plans Created, Selected as Top Innovator in Manulife and World Economic Forum’s Prospering in Longevity Challenge
December 4, 2024
Citywire RIA
Conquest Planning hits million-plan milestone, charts market expansion
December 4, 2024
Fintech
Winnipeg Fintech Announces Milestone Amid Conquest of US, UK Markets
December 3, 2024
The Globe and Mail
How this financial planning platform’s investment in AI has led to rapid expansion
December 1, 2024
The Daily Upside
AI Won’t Replace Advisors. But It Will Transform the Industry.
October 24, 2024
Winnipeg Free Press
Conquest Planning nabs fintech recognition
November 6, 2024
The Globe and Mail
All Eyes on the Fastest Growing Tech Companies
October 28, 2024
Fintech
Six Canadian Innovators Make Annual List of World’s Most Promising Fintechs
October 24, 2024
CB Insights
Fintech 100: The most promising fintech startups of 2024
October 15, 2024
IFA Magazine
Conquest and PlannrCRM partner up to optimise planning workflows for advisers
October 15, 2024
Business Wire
Conquest and PlannrCRM Partner to Optimise Planning Workflows For Financial Advisers
October 10, 2024
Business Wire
FÉRIQUE Deepens Commitment to Personalized Client Service Through Partnership with Conquest Planning
September 23, 2024
Financial Advisor
Modern Life Calls For Adaptable Financial Plans
September 18, 2024
Wealth Professional
Manulife Wealth adds Conquest's financial planning platform for advisors
September 17, 2024
Business Wire
Manulife Wealth and Conquest Planning Bring Personalized Financial Planning Tools to Advisors
September 13, 2024
Wealth Professional
Raymond James adds AI-driven financial planning tool
September 12, 2024
Business Wire
Raymond James and Conquest Planning Join Forces to Empower Canadian Investors with Personalized Advice
August 30, 2024
Business Insider
MIT researchers say that AI is 'inherently sociopathic' — but that it can be trained to give ethical financial advice
August 21, 2024
The Globe and Mail
The secret weapon financial planners can use to settle all your retirement worries
August 13, 2024
Advisor Engine
Tom Burmeister: The evolution of financial advice
June 20, 2024
Wealth Management
Democratizing Access to Advice
June 7, 2024
Investment News
Canadian fintech Conquest boosts AI-powered financial planning platform
June 5, 2024
Wealth Professional
Conquest unveils powerful AI tools to elevate financial planning
June 4, 2024
Wealth Management
Conquest Planning Upgrades Its Strategic Advice Manager
June 4, 2024
Business Wire
Conquest Rolls Out Enhancements to SAM, An AI-Powered Solution Designed to Improve Plan Quality, Reveal Deeper Planning Insights
May 10, 2024
Benefits Canada
How DC plan sponsors can take the guesswork out of retirement planning
April 16, 2024
Business Wire
Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada
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Médias
Ep. 55 - Comment l'I.A. remodèle le secteur de la gestion de patrimoine avec Brad Joudrie
Défi Longévité et prospérité – Meilleurs innovateurs
Votre vie, votre argent - Dimanche, 3 juillet 2022
Ep. 231 : Transformer la complexité en clarté : Perspectives sur les données de planification financière avec Mark Evans
Pour les requêtes médiatiques
veuillez contacter notre équipe des médias à:
Conquest@streetcredpr.com
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