streetinsider

Conquest Planning and Desjardins Financial Security Investments Bring Intuitive Financial Planning Software to Nearly 1,400 Advisors Across Canada

Conquest’s AI-powered solution enables advisors to deepen client relationships with the delivery of hyper-personalized advice WINNIPEG, Manitoba--(BUSINESS WIRE)-- Conquest Planning Inc. (“Conquest”), ...
Business Wire

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic ...
Yahoo Finance

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

WINNIPEG, Manitoba, June 23, 2025--(BUSINESS WIRE)--Conquest Planning Inc., ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced it ...
InvestmentNews

Canadian fintech Conquest boosts AI-powered financial planning platform

Conquest Planning, a Canadian financial planning software company and one of Pershing X’s fintech partners, has announced crucial updates to its artificial intelligence-based technology for advisors.
Business Wire

Conquest Planning Partners with Vancity, Extending Personalized Financial Advice to More Canadians

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced an integration ...
InvestmentNews

Advisor360 embeds financial planning from Conquest Planning

Which is itself a slightly new angle to the argument for all-in-one software: In order for tools like AI agents to achieve their full capabilities, they need full access to the data from the systems ...
Financial Planning

Conquest Planning continues U.S. expansion with CapIntel partnership

Canadian financial planning technology startup Conquest Planning is continuing its push south of the border via a new partnership with RIA software firm CapIntel. Processing Content On Wednesday, the ...
Pulse 2.0

Advisor360°: Financial Planning Capabilities Embedded Into AI-Native Platform Through Conquest Planning Partnership

Advisor360°, a Needham, Massachusetts-based AI-native operating system for the advisor experience, has announced a partnership with Conquest Planning, a Winnipeg-based financial planning software ...
Yahoo Finance

Conquest Repositions as a Verifiable AI Financial Advice Engine and Unveils Refreshed Brand to Reflect Evolution

WINNIPEG, Manitoba, September 09, 2026--(BUSINESS WIRE)--Conquest, an award-winning global fintech company that delivers the industry's leading verifiable AI financial advice engine to power ...
Morningstar%2c Inc.

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice

Conquest Planning Surpasses 2 Million Financial Plans, Launches Spanish-Language UI to Broaden Access to Advice Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual ...
streetinsider

CI Wealth Partners with Conquest to Provide Advisors with AI-Powered Financial Planning Software

With Conquest’s technology, advisors at CI Assante, CIPW and Aligned Capital Partners can build sophisticated, personalized financial plans that complement their investment strategies WINNIPEG, ...