U.S. federal trademark · Serial No. 97162968
Financial advisory and consultancy services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning; Investment consultation; Investment management; Strategic financial advisory services
Software as a service (SAAS) services featuring software for providing digital financial advice based on mathematical rules or algorithms
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.