U.S. federal trademark · Serial No. 99862746
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for personal financial management, investment analysis, tax optimization, and budgeting; Software as a service (SAAS) services featuring software for personal financial management and financial planning
On-line financial planning services; Financial planning and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.