U.S. federal trademark · Serial No. 50053416
Providing financial information in the fields of personal budgeting, expense tracking, savings tracking, debt monitoring, net worth monitoring, and investment portfolio tracking.
Providing temporary use of on-line non-downloadable software for personal financial management, namely, aggregating financial account data, tracking account transactions, budgeting, tracking savings, monitoring debts, calculating net worth, tracking investment portfolios, generating financial dashboards, alerts, analytics, and AI-generated insights, and enabling multiple parties to collaborate for financial management.
Downloadable computer software for managing personal finances, transaction tracking, savings goal tracking, debt tracking, net worth tracking, investment portfolio tracking, and retirement planning calculations, featuring artificial intelligence
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.