U.S. federal trademark · Serial No. 87339593
Financial consultancy; Financial services, namely, wealth management services
Downloadable computer financial software; Downloadable computer software for tracking user behavior and making financial recommendations based on that behavior
Software as a service (SAAS) services featuring financial software; Software as a service (SAAS) services featuring software for tracking user behavior and making financial recommendations based on that behavior
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.