U.S. federal trademark · Serial No. 86386068
Software as a service (SAAS) services featuring software that allows users to plan, manage, monitor, and track their personal finances and share and collaborate on such plans with family, friends, and advisors; creating an online community for registered users to participate in discussions, get feedback from their family, friends, and advisors about financial planning, and engage in social networking in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.