U.S. federal trademark · Serial No. 98093620
Accounting services
Software as a service (SAAS) services featuring software for financial planning and investment management; Software as a service (SAAS) services featuring software using artificial intelligence for financial planning and investment management; Software as a service (SAAS) services, namely, hosting software for use by others for financial planning and investment management
Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial planning; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advice; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.