U.S. federal trademark · Serial No. 98004277
Financial advice and consultancy services; Financial advice, namely, budget planning; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial management; Financial planning; all of the aforementioned services excluding electronic transfer of funds, foreign currency trading, exchange or transfers, investment services, the purchase and sale of investments such as funds, shares and bonds, and the provision of credit or debit card services
Computer software design; Computer software development; Consulting services in the field of software as a service (SAAS); Maintenance and updating of computer software; Software as a service (SAAS) services featuring software for financial budgeting, for analyzing financial data and generating reports; all of the aforementioned services excluding electronic transfer of funds, foreign currency trading, exchange or transfers, investment services, the purchase and sale of investments such as funds, shares and bonds, and the provision of credit or debit card services
Downloadable computer software for producing financial models; Downloadable computer software for financial budgeting, for analyzing financial data and generating reports; Downloadable software in the nature of a mobile application for financial budgeting, for analyzing financial data and generating reports; all of the aforementioned goods excluding electronic transfer of funds, foreign currency trading, exchange or transfers, investment services, the purchase and sale of investments such as funds, shares and bonds, and the provision of credit or debit card services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.