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 ...
MarketWatch

Conquest Planning Collaborates with BMO to Launch 'My Financial Progress' -- A New Digital Experience Empowering Canadians to Take Control of Their Financial Future

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 ...
Nasdaq

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

Conquest Planning Closes $24 Million Series A Raise

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 ...
Morningstar

Conquest Planning Partners With Meridian Credit Union to Deliver AI-Powered, Personalized Financial Planning

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

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 Conquest’s ...