Tag: Conquest 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...

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...

BMO has joined forces with financial planning software company Conquest Planning to launch My Financial Progress, a new digital experience designed to help Canadians take greater control of their finances.

Conquest Planning, a financial planning software company based in Canada, is using artificial intelligence to deliver personalised advice at scale across the wealth spectrum.

Canadian WealthTech Conquest Planning, a technology developer on a mission to modernise financial planning through customised advice, has raised CAD 24m ($17.9m) in its Series A round.