Tag: AI financial planning
Nevada emerged as one of the top US WealthTech hubs in...
Key US WealthTech investment stats in Q4 2025: US WealthTech deal activity grew by 27% YoY
Nevada emerged as one of the top US...
Meridian and Conquest partner for AI planning
Meridian Credit Union, Canada’s second-largest credit union, has announced a new partnership with Conquest Planning, a FinTech firm modernising financial planning through artificial intelligence...
Canadian FinTech investments surged by 2.3x in Q2 as investors loosen...
Key Canadian FinTech investment stats in Q2 2025: Canadian FinTech surged by 2.3x YoY in Q2
Average deal value increased to $19.2m as investors...
AI FinTech Conquest Planning raises $80m Series B round
Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.
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