U.S. federal trademark · Serial No. 99602629
Downloadable software for helping high-income families manage their wealth; Downloadable software for use in connection with finance, financial planning, wealth management, financial information, investment, and trading, namely, investment portfolio management software for individuals and families; Downloadable software in the nature of a mobile application for financial planning, wealth management, provision of financial information, and investment and trading assistance for individuals and families
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.