U.S. federal trademark · Serial No. 87644823 · Reg. No. 5770518
Platform as a service (PAAS) featuring computer software platforms for providing an unbiased financial services platform that connects employees, financial institutions and employers by using next generation technology, engagement science and optimized financial solutions; software as a service (SAAS) services, namely, hosting software for use by others for providing an unbiased financial services platform that connects employees, financial institutions and employers by using next generation technology, engagement science and optimized financial solutions
Computer application software for use on computers and multiple types of wireless mobile devices for providing an unbiased financial services platform that connects employees, financial institutions and employers by using next generation technology, engagement science and optimized financial solutions
Providing financial advice, counseling, consultation, assessment, and information, namely, helping others build a better working relationship with their money, the aforementioned being provided to employees as an employee benefit provided by employers in the field of optimized financial solutions; Crediting marketing or referral fees received, namely, electronic transfer of money to the financial accounts of the clients referred; Providing an internet website and website portal accessible via mobile devices featuring information in the field of financial investment, including information helping to manage debt, increase income and participate in optimized financial products; Financial planning and investment advisory services provided via an internet website, via a mobile application portal, and via phone-in services; Financial services, namely, savings accounts services and bill payment services provided through a website
Providing an internet website and website portal accessible via mobile devices featuring information in the field of money coaching services helping others build a better working relationship with their money; Money coaching services in the nature of helping others build a better working relationship with their money, including helping manage debt, increase income and participate in optimized financial products, provided via an internet website, via a mobile application portal, and via phone-in services
Making referrals of clients to financial institutions in the field of financial products and services as pertaining to money coaching services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.