Toronto-based financial planning and analysis software company Friedmann AI launched in December. The company is trying to ...

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 ...

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.

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

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 ...

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

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 ...

New capital comes from existing investors Portage Ventures, Fidelity International Strategic Ventures and IGM Financial Conquest plans to use funds to continue to accelerate product innovation, expand ...

Fidelity International has teamed up with Canadian Fintech company, Conquest, as the “exclusive” distributor of its financial planning software, ‘Conquest Planning’ to the UK independent advice market ...

Leveraging artificial intelligence to give financial advisors back time. That's the goal. That's the dream. And in 2023, it feels like countless fintech firms were making that promise to planners. Now ...