U.S. federal trademark · Serial No. 99406432
Financial advisory and consultancy services, namely, providing financial advisory and consultancy services in the fields of financial planning, investment advisory, budgeting, money management, executing securities trades, and opening financial accounts, delivered via artificial intelligence, (AI) driven software
Software as a service (SAAS) services featuring software for financial planning, investment advice, budgeting and money management, executing securities trades, opening financial accounts, and providing financial literacy education, excluding software for estate planning, probate administration, trust administration, and estate settlement services
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
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.