Conquest Planning, a technology platform that provides customized financial planning advice, has raised $24 million in Series A funding led by Fidelity International Strategic Ventures, with participation from Portage, BNY Mellon and Royal Bank of Canada (RBC). The funding will be used to support Conquest's expansion into the US and UK, as well as investments in its platform … [Read more...] about Conquest Planning, a technology platform that provides customized financial planning advice, has raised $24 million in Series A funding
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Asset-Map Holdings, a financial advice engagement platform for financial professionals, has closed a $6 million Series B funding round
Asset-Map Holdings, a financial advice engagement platform for financial professionals, has closed a $6 million Series B funding round. With the funding, Asset-Map will continue its development in 2023 and beyond, allowing it to scale its operational resources, improve sales and partnership capabilities, and execute its product and marketing strategies. Asset-Map was founded in … [Read more...] about Asset-Map Holdings, a financial advice engagement platform for financial professionals, has closed a $6 million Series B funding round