U.S. federal trademark · Serial No. 98716500
Software as a service (SAAS) services, namely, hosting software for use by others for financial analysis, financial portfolio management, financial asset performance tracking, financial forecasting, financial asset trading, financial asset rebalancing, and tax management
Providing information regarding financial investment strategies; financial investment advice services, namely, providing tax-efficient investing advice; providing tax-efficient capital investing services; investing advising services on tax-efficient investment strategies
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.