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Conquest Planning

BMO Launches ‘Financial Progress’ App to Equip Canadians with Digital Tools for Building Wealth

July 11, 2025 by Knowlton Thomas Leave a Comment

One of North America’s biggest banks this month launched a digital goal-planning platform to help clients create personalized strategies toward achieving financial milestones. [Read more…] about BMO Launches ‘Financial Progress’ App to Equip Canadians with Digital Tools for Building Wealth

Filed Under: News Tagged With: BMO, Conquest Planning

Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform

June 23, 2025 by Robert Lewis Leave a Comment

Winnipeg’s Conquest Planning has secured $100 million in Series B financing to scale its AI-powered financial planning technology and push into new markets, the company announced today. [Read more…] about Conquest Planning Raises $100M to Expand AI-Powered Financial Planning Platform

Filed Under: News Tagged With: Conquest Planning

Conquest Collabs with CI to Deliver AI Fintech Services to More Canadians

March 6, 2025 by Knowlton Thomas Leave a Comment

Conquest Planning has forged a new strategic partnership with a fellow Canadian financial institution.

The Winnipeg-based fintech this week unveiled a collaboration with CI Wealth, the Canadian wealth management division of CI Financial. [Read more…] about Conquest Collabs with CI to Deliver AI Fintech Services to More Canadians

Filed Under: News Tagged With: CI Wealth, Conquest Planning

Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit

February 7, 2025 by Knowlton Thomas Leave a Comment

This year’s recipients of the CIX Startup Awards, a showcase of Canada’s rising stars selected by North American investors, have been revealed. [Read more…] about Five Fintechs Garner Accolades from CIX Startup Awards Ahead of Summit

Filed Under: News Tagged With: Brim Financial, Conquest Planning, Float, MyFO, Sibli

Winnipeg Fintech Announces Milestone Amid Conquest of US, UK Markets

December 4, 2024 by Knowlton Thomas Leave a Comment

Conquest Planning is ending a strong year on a high note as the Winnipeg-based financial technology upstart announced this week that it has surpassed one million plans provided through its wealth management platform, a major milestone for the firm. [Read more…] about Winnipeg Fintech Announces Milestone Amid Conquest of US, UK Markets

Filed Under: News Tagged With: Conquest Planning

Neo Financial Leads Deloitte’s Technology Fast 50, Fintechs Dominate List

November 6, 2024 by Robert Lewis Leave a Comment

Deloitte Canada has announced this year’s winners of the Technology Fast 50. 

Now in its 27th year, the Technology Fast 50 program recognizes the world-class achievements of Canada’s leading technology companies—highlighting their commitment to innovation, strong leadership, and rapid revenue growth between 2020 and 2023.

This year, the average three-year growth of the Technology Fast 50 winners is 3,559 per cent.

At the top of this year’s Technology Fast 50 list, with a three-year growth of 154,022 per cent, is Neo Financial, leaping from the number one spot in the Companies-to-Watch category last year.

Headquartered in Calgary, the company is building a smarter financial experience for all Canadians using the latest technology. Specializing in savings and credit products, Neo Financial is on a journey to reshape the financial future for millions of people in Canada.

In addition to Neo Financial, ten other fintechs were recognized on this year’s Technology Fast 50 list:

  • #5 – Relay, Toronto – 9,578%
  • #8 – Aquanow, Vancouver – 3,022%
  • #10 – Nesto, Montreal – 2,360%
  • #14 – ZayZoon, Calgary – 1,451%
  • #25 – KOHO, Vancouver – 880%
  • #27 – Conquest Planning, Winnipeg – 858%
  • #32 – Irwin, Toronto – 671%
  • #35 – Zensurance, Toronto – 595%
  • #39 – Plooto, Toronto – 516%
  • #41 – Trolley, Montreal – 484%

Filed Under: News Tagged With: Aquanow, Conquest Planning, Irwin, Koho, Neo Financial, Nesto, Plooto, Relay, Trolley, ZayZoon, Zensurance

Six Canadian Innovators Make Annual List of World’s Most Promising Fintechs

October 28, 2024 by Knowlton Thomas Leave a Comment

Several Canadian companies made the latest edition of The Fintech 100, an annual list of the world’s most promising innovators in the financial technology space. [Read more…] about Six Canadian Innovators Make Annual List of World’s Most Promising Fintechs

Filed Under: News Tagged With: Arteria AI, Boosted.ai, Brim Financial, CB Insights, Conquest Planning, Micruity, Relay Financial

Raymond James Bolsters Service with A.I. Fintech Tools from Conquest

September 16, 2024 by Knowlton Thomas Leave a Comment

Conquest Planning recently announced a partnership with Raymond James, the Canadian arm of North American investment dealer Raymond James Financial. [Read more…] about Raymond James Bolsters Service with A.I. Fintech Tools from Conquest

Filed Under: News Tagged With: Conquest Planning, Raymond James

Five Fintechs That Are Hiring Across Canada Right Now

October 12, 2023 by Robert Lewis Leave a Comment

LinkedIn recently published their 6th annual Top Startups list, a resource featuring 15 Canadian companies that are rising to the challenges of the moment and continuing to innovate and gain attention in 2024. Topping the list were Calgary’s Neo Financial and Toronto’s Float. [Read more…] about Five Fintechs That Are Hiring Across Canada Right Now

Filed Under: News Tagged With: ATB Financial, Chime, Conquest Planning, Helcim, Irwin

Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

October 10, 2023 by Knowlton Thomas Leave a Comment

A financial technology firm based out of Manitoba continues to acquire accolades in 2023.

A week after being named one of Canada’s top startups according to LinkedIn, Winnipeg’s Conquest Planning was this month recognized on CB Insights’ “Fintech 100” list. [Read more…] about Lone Canadian Firm Ranks Among World’s Most Promising Fintechs

Filed Under: News Tagged With: CB Insights, Conquest Planning

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