ARTIUM

Owner

Goods & Services

Financial wealth management services, namely, investment advisory services, financial planning, retirement planning, portfolio management, estate planning, tax-efficient investment strategies, and risk management consulting; Financial wealth management services, namely, providing investment advice, asset allocation, portfolio rebalancing, and financial planning for individuals and families; Financial wealth management and advisory services for high-net-worth individuals, namely, investment portfolio management, estate and succession planning, and charitable giving strategies; Financial wealth management services, namely, investment advisory, brokerage, and financial planning services for individuals and institutional clients; Providing online financial wealth management services via a website or mobile application, namely, investment portfolio analysis and automated investment services.

Providing online financial wealth management services via a website or mobile application, namely, providing online non-downloadable software tools for automated investment management and for financial planning; providing automated investment management and financial planning tools in the form of software as a service (SaaS), platform as a service (Paas) relating to the delivery of curated client-specific content, financial and business data and information to assist others in managing their businesses, assets, estates, investments and financial and personal affairs.