Conquest Planning

Conquest, CapIntel Collaborate for AI Fintech Integration

A Manitoba-born technology platform modernizing financial planning with customized advice this week announced a partnership with CapIntel, a financial technology platform that improves day-to-day workflow efficiency and fund analysis for wealth professionals. [Read more…] about Conquest, CapIntel Collaborate for AI Fintech Integration

Winnipeg’s Conquest Planning today announced a partnership with Wealthsimple, a platform that has built some of Canada’s leading digital financial products and that holds more than $18 billion in assets for over 3 million Canadians. [Read more…] about Conquest Planning Partners with Wealthsimple, Expanding Access to Personalized Financial Planning Tools

RBC, Canada’s largest bank, has teamed up with Winnipeg’s Conquest Planning, a fintech platform revolutionizing financial planning by offering personalized and user-friendly advice through advanced digital tools and financial planning services to Canadians. [Read more…] about RBC and Conquest Bring Next-gen Financial Planning Platform to Clients and Advisors

Conquest Planning today announced that it has closed a Series A round of capital.

The $24 million round was led by Fidelity International Strategic Ventures, according to a statement from the company, and joined by existing capital partner Portage Ventures as well as new investors BNY Mellon and RBC. [Read more…] about Conquest Planning Secures $24 Million Series A to Power International Expansion

Conquest Planning is a Canadian financial technology startup that has re-imagined the financial advice delivery experience.

The Winnipeg-born fintech recently expanded int0 the UK market, where over 90% of the British population hasn’t had access to a financial plan, according to a review from UK’s Financial Conduct Authority. [Read more…] about Winnipeg’s Conquest Believes AI is the Future of Financial Planning