U.S. federal trademark · Serial No. 99055837
Software as a service (SAAS) services featuring software for wealth management, aggregation, accounting, investment performance reporting and analysis; Platform as a service (PAAS) featuring computer software platforms for wealth management, aggregation, accounting, investment performance reporting and analysis; Platform as a service (PAAS) featuring computer software platforms for a digital marketplace connecting wealth owners with wealth service providers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.