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

Software developer Conquest Planning has announced it closed its 24 million Canadian dollar ($17.8 million) Series A round led by Fidelity International Strategic Ventures. The round was also joined ...

WINNIPEG, Manitoba, March 05, 2026--(BUSINESS WIRE)--Conquest Planning Inc. ("Conquest"), the financial planning platform powering advice delivery across the full wealth spectrum, today announced its ...

WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc., (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, today announced it has raised $24 ...

The new “Conquest Ready” course provides users with practical skills and hands-on experience using Conquest’s financial planning platform. The Conquest Ready course, offered by the FP Canada ...

Milestone signals accelerating advisor adoption and deepening U.S. commitment; bilingual platform positions Conquest to serve the nation’s 45 million Spanish-speaking households Conquest Planning Inc.

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 ...

Advisor360° has partnered with Conquest Planning to embed AI-driven financial planning directly into its advisory platform, aiming to unify workflows from planning through client engagement. The ...

Having brought its version of financial planning to Canada in late 2020, software developer Conquest Planning is prepared to enter the U.S. market this year. The recently launched Winnipeg, ...

Advisor360° has partnered with Conquest Planning to embed AI-native financial planning directly into its all-in-one advisor platform. The integration aims to unify workflows across CRM, trading, ...