Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors and investors
Posted in General

Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors and investors

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…

Continue Reading Conquest Planning partners with CapIntel to bring AI-powered advice to more financial advisors and investors
financial planning
Posted in General

Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets

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…

Continue Reading Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets