U.S. federal trademark · Serial No. 98195587 · Reg. No. 7500692
Software as a service (SAAS) services featuring software for use in financial transactions; software as a service (SAAS) services featuring software for use by financial advisors; platform as a service (PAAS) services featuring computer software platforms for use by financial advisors for financial investment brokerage transactions, analyzing financial portfolios, managing wealth, financial planning, and administration of financial assets and investments; platform as a service (PAAS) services featuring computer software platforms relating to financial services for financial risk management, financial asset management, wealth management, investment management and compliance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.