U.S. federal trademark · Serial No. 99924412
Software as a service (SaaS) featuring software for generating proprietary financial intelligence scores using artificial intelligence, predictive analytics, financial modeling, tax analysis, investment analysis, lending analysis, insurance analysis, business valuation, real estate analysis, estate planning analysis, and wealth management data; providing temporary use of non-downloadable software for evaluating financial opportunities, measuring capital efficiency, calculating financial health metrics, and producing client intelligence scores and recommendations.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.