U.S. federal trademark · Serial No. 50138112
Software as a service (SAAS) services featuring software for financial accounting, general ledger management, bookkeeping, reconciliation of financial accounts and transactions, tracking and reporting of investment portfolios, and generating financial reports
High net worth financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial planning and financial management for high net worth families or individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.