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Finextra Wealth • Jun 24, 2025

WealthTech Conquest Planning raises $80 million

Conquest Planning secured $80 million in growth capital from prominent venture investors associated with leading US banks to support the expansion of its wealth advisory services f...

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Finextra Wealth • Jun 02, 2025

Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint

The victory of Sidekick and PlannerPal highlights their innovative use of artificial intelligence to improve efficiency throughout wealth management operations, potentially driving...

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