IGM Financial

Conquest Planning Inc., founded in 2018 and based in Winnipeg, Canada, is a FinTech company that offers an online financial planning and advice platform. The company's innovative solution aims to democratize access to financial advice, enabling users to create and manage their financial futures independently. Conquest Planning's platform features an intuitive user interface and a streamlined onboarding process, utilizing data-driven artificial intelligence to generate personalized financial plans in a visually appealing format. This approach enhances user engagement and empowers individuals to take control of their financial planning.

Personal Capital is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.

Quovo Inc. is a financial data platform that specializes in providing connectivity and insights for consumer financial accounts from over 14,000 institutions. Founded in 2009 and based in New York, Quovo's technology enables businesses to retrieve, organize, and analyze data, thereby enhancing their customer relationships and improving service personalization. The platform offers automated portfolio data management, including features like data normalization, reconciliation, and client onboarding through Autoverified Micro-deposits. Quovo serves a diverse clientele, including small- and mid-sized investors, endowments, family offices, and financial advisors. Its solutions are utilized by notable fintech companies and retail banks, making it a vital player in the digital finance landscape. In January 2019, Quovo became a subsidiary of Plaid Inc.

Personal Capital is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.

Personal Capital is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.

Personal Capital is a digital wealth management company that combines technology and personalized advisory services to assist individuals in managing their finances effectively. Founded in 2009 and headquartered in Redwood Shores, California, the firm offers a suite of financial software tools that allow users to monitor income, spending, and investment performance on a single platform. With over 2.5 million users, Personal Capital provides comprehensive services including investment checkups, risk assessments, and customized financial plans tailored to individual goals. The firm operates through its subsidiary, Personal Capital Advisors Corporation, which focuses on high net worth individuals, charitable organizations, and corporations, employing fundamental analysis to guide its investment strategies in public equity markets. Personal Capital's approach integrates advanced technology with expert guidance from registered investment advisors, enabling clients to gain a holistic view of their financial situation.