U.S. federal trademark · Serial No. 98325429
Downloadable software in the nature of a mobile application that provides AI-generated financial advice and guidance, namely, advice regarding budget management, retirement planning, investments, insurance planning, tax planning, education savings, charitable giving, estate planning, banking solutions, debt management, investment strategies, and financial planning, with the ability to summarize the conversation and financial advice in a summary report and to forward the summary report to a financial advisor within the mobile application
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.