WINNIPEG, Manitoba--(BUSINESS WIRE)--Conquest Planning Inc. (“Conquest”), a technology platform modernizing financial planning with customized and convenient advice, 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. As a result of this integration, Wealthsimple’s Generation clients (those with $500,000+ in net deposits at Wealthsimple) will gain access to Conquest’s technology-enabled planning tools, enabling them to continue to advance toward their individualized financial goals, including saving for retirement, funding their children’s education, making big purchases and more.
Conquest’s next generation planning technology is another tool that Wealthsimple will leverage to help its clients make smart financial decisions for their future. Wealthsimple’s portfolio management team will have access to Conquest’s Strategic Advice Manager (SAM), powered by artificial intelligence, enabling them to quickly and accurately illustrate the impact of different scenarios on client’s goals and recommend the next best financial decision.
“This partnership is another way we're raising the bar for our clients by giving them greater insights into their full financial picture and finding opportunities to help them reach their goals faster,” said Paul Teshima, Chief Client Experience Officer at Wealthsimple. “Through Conquest's innovative financial planning platform, our portfolio managers will have access to even more tools across tax planning, savings strategies and investment recommendations all from one elegant product experience.”
Both Conquest and Wealthsimple believe that financial advice should be meaningful, personal, and accessible; this partnership advances this shared objective. Brad Joudrie, Chief Revenue Officer at Conquest added: “We are so proud to be working with Wealthsimple since we share many of the same values. This partnership means that even more investors will enjoy access to flexible financial plans while benefiting from Wealthsimple’s human touch.”
This partnership comes on the heels of a $24 million Series A fundraising round as Conquest continues on its fast-growing trajectory. For more information about Conquest’s intuitive and innovative financial planning software solution, please visit conquestplanning.com. And for those interested in learning more about Wealthsimple’s platform, which offers customized investment portfolios and on-demand advice from expert fiduciaries, please visit wealthsimple.com.
About Conquest Planning
Conquest Planning is Canada’s leading financial planning software company with a purpose-driven approach to delivering financial advice. The product-led company is built on the foundational belief that every single person deserves access to great financial advice. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. For more information, follow Conquest on Twitter, LinkedIn and Facebook.
About Wealthsimple
Wealthsimple is one of Canada’s fastest growing and most trusted financial services companies. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves 3-million Canadians and holds over $18-billion assets. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. To learn more, visit www.wealthsimple.com.
