U.S. federal trademark · Serial No. 86621038 · Reg. No. 5978375
[ Personal financial management services; ] Financial transaction management services, namely, income and expense tracking and management; financial planning; financial management; financial analysis; financial management, namely, bill tracking and management; financial management, namely, expense tracking and management; forecasting and analysis of financial information and financial data; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for review and analysis; financial administration and management services for the management of loans, structured investment products, traditional funds, index funds and investment portfolios
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.