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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
February 15, 2024
Wealth Professional
Conquest Planning’s best practices for tech and change management
March 15, 2024
Financial Planning
Brad Joudrie of Conquest Planning on making advice accessible
March 11, 2024
Celent
Wealthtech Startups to Watch: How Conquest Planning is Bringing AI to the Forefront of Financial Planning
March 5, 2024
Assiniboine Community College
Assiniboine College Business Students Gain Access to Conquest Planning's AI-Powered Technology Platform
December 18, 2023
Wealth Solutions Report
The AI Advantage To Bridge Gaps In The Great Wealth Transfer
November 13, 2023
Conquest Planning
Conquest Solves for Advisor Behaviours That Turn Clients Off
October 10, 2023
Fintech
Lone Canadian Firm Ranks Among World’s Most Promising Fintechs
October 4, 2023
Business Wire
Conquest Planning Inc. and Fidelity Adviser Solutions Win Leading Innovation Award at Schroders UK Platform Awards
September 28, 2023
LinkedIn
LinkedIn Top Startups 2023: The 15 Canadian companies on the rise
September 12, 2023
Wealth Professional
What's behind the Conquest-CapIntel partnership?
September 7, 2023
Business Wire
Conquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
August 30, 2023
Business Wire
Conquest Planning and CapIntel Collaborate to Help Financial Advisors Deliver Exceptional Client Advice
August 17, 2023
Business Wire
Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians
June 14, 2023
Red River College Polytech
Conquest Planning provides students with access to their future: RRC Polytech gifted industry-standard software
June 28, 2023
Financial Planning
Will giving clients access to ChatGPT tools bring more of them to advisors?
October 25, 2022
Wellington-Altus
Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience
October 6, 2022
BNY Mellon Pershing
Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency
May 16, 2023
Think Advisor
The Financial Advisor’s Caddy: AI-Based Planning
May 12, 2023
Wealth Professional
Wealthsimple partnership 'proof that traditional advice is evolving'
May 11, 2023
Business Wire
Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools
May 3, 2023
Wealth Professional
Why Conquest partnership is a 'one-two punch' for RBC's digital advice strategy
April 21, 2023
RBC
RBC and Conquest Planning bring next-generation financial planning platform to clients and financial advisors
March 24, 2023
Advisor's Edge
Fintech in focus: Conquest Planning
March 13, 2023
Conquest Planning
Consumer Duty – How Conquest Can Help You Prepare
February 15, 2023
Wealth Professional
Five years after inception, Conquest continues with hyper-growth focus
February 14, 2023
Ortec Finance
Conquest Planning chooses Ortec Finance to further enhance it's market leading financial planning platform
February 9, 2023
Wealth Professional
Conquest eyes further growth after big players invest
February 8, 2023
Financial Planning
NaviPlan architect seeks to bring fresh AI-powered software to U.S. advisors: Wealthtech Weekly
February 7, 2023
Wealth Management
Conquest Planning Secures $17.8M in Series A Funding
February 7, 2023
Fintech
Conquest Planning Secures $24 Million Series A to Power International Expansion
February 7, 2023
Citywire Canada
NaviPlan founder’s new fintech raises CA$24m from Fidelity, BNY
February 7, 2023
Business Wire
Conquest Planning Closes $24 Million Series A Raise
December 22, 2022
Professional Adviser
Pricing, private equity and tech — where next for platforms in 2023?
December 1, 2022
Professional Paraplanner
FTRC assesses new financial planning system Conquest
May 27, 2022
FT Adviser
Fidelity partners with fintech to launch planning software
May 26, 2022
Money Marketing
Fidelity launches ‘game changing’ advice software
September 19, 2022
Wealth Professional
Why the euphoria for fintech investment has fizzled out
July 21, 2021
Citywire Canada
Wealthtech firms spring into action as CFR rules take effect
July 21, 2021
Advisor's Edge
Conquest Planning raises $7.5M to accelerate growth
February 20, 2020
AltFi
Canadian fintech Conquest Planning raises $3m seed funding
February 19, 2020
Investment Executive
Financial planning startup scores seed funding
July 21, 2021
The Globe and Mail
Power Corp.’s Portage Ventures backs financial software provider Conquest Planning as it looks to expand
April 16, 2021
Wealth Professional
Conquest Planning inks key partnerships
April 28, 2021
Wealth Professional
Advisors want dealers with a digital edge
June 5, 2021
Wealth Professional
Conquest and Flinks take aim at financial planners' data pains
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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
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