U.S. federal trademark · Serial No. 99406432
Software as a service (SAAS) services featuring software for financial planning, investment advice, budgeting and money management, executing securities trades, opening financial accounts, providing financial literacy education
Downloadable computer application software for mobile phones, tablets, personal computers, laptops, namely, software for financial planning, investment advice, budgeting, and money management, executing securities trades, opening and managing financial accounts, and providing financial literacy education via artificial intelligence (AI) functionality
Financial advisory and consultancy services, namely, providing financial planning, investment advisory, budgeting, money management, executing securities trades, and opening financial accounts, delivered via artificial intelligence, (AI) driven software
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.