Tag: Conquest
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Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors and investors
Author: George Holt Published Date: August 30, 2023
Two Canadian FinTech startups team up after closing Series A rounds last year. Winnipeg-based Conquest Planning has partnered with another Canadian FinTech firm focused…
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Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets
Author: George Holt Published Date: February 7, 2023
Conquest is backed by Fidelity, RBC, and Portage. Winnipeg-based startup Conquest Planning, which uses artificial intelligence (AI) to provide wealth management solutions, has raised…