U.S. federal trademark · Serial No. 88431282
Software as a service (SaaS) services providing software that enables automated and customized personal financial management services, namely, management of personal financial accounts, monitoring and reporting of financial transactions, account balances and budgets; Providing on-line, non-downloadable, interactive software for managing investments; providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of savings products
Providing automated and customized personal financial management services, namely, management of personal financial accounts, monitoring and reporting of financial transactions, account balances and budgets; financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.