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

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. All-in-one technology platform provider Advisor360° announced it has partnered with ...

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--(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 ...

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 ...

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 ...

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.

The MarketWatch News Department was not involved in the creation of this content. Company unveils new AI capabilities designed to augment advisor productivity, streamline data workflows, and enable ...