U.S. federal trademark · Serial No. 87569718 · Reg. No. 5634705
Software as a service featuring software that analyzes an individual's demographics, financial situation and investments, desired retirement lifestyle, and spending goals to build a financial plan therefor and provides financial advice, guidance, and automatic account distributions directly to the individual's bank account to optimize and automate finances
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.