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

Conquest Planning Inc. ("Conquest"), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built ...

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

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

Conquest Planning Inc., ("Conquest"), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $80 million USD ($110 million CAD) in ...

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a strategic partnership with Meridian Credit Union ...

Conquest Planning, the Canada-based next-generation planning application developed by Mark Evans,has revealed upgrades to its artificial intelligence-based strategic advice manager (SAM). The new ...

Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced a partnership with PWL Capital(“PWL”), a ...

Fintech Conquest Planning announced on Monday a capital raise of $80M in a series B funding round, led by Growth Equity at Goldman Sachs Alternatives. Conquest is a financial planning software company ...

Self-directed and advisor-led solutions empower Members to take greater control of their financial futures As part of this initiative, Meridian has also launched a self-directed financial planning ...