U.S. federal trademark · Serial No. 88978456 · Reg. No. 6171440
Conducting on-line personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programs
[Financial information and evaluations; financial transaction services, namely, budget planning in the nature of income and expense transaction tracking; financial planning; financial management; financial analysis; financial management services, namely, tracking of expenses; financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review analysis; providing information, news, opinions and advice in the fields of financial management, financial planning, and personal budgeting; personal financial management that guides users via artificial intelligence in the form of virtual coaches; financial planning, namely, the creation of personalized strategies to achieve financial independence; and financial counseling services, namely, helping others build a better working relationship with their money]
[Software as a service featuring software that enables users to view financial information and evaluations;] Software as a service providing online personal lifestyle performance assessments and skill enhancement programs based on principles of emotional intelligence, by means of performance tracking, reward and incentive programs; [Software as a service for personal financial management;] Software as a service for financial planning, financial management, bill tracking and management, expense tracking and management, and accounting; Software as a service for personal financial management that guides users via artificial intelligence in the form of virtual coaches; [Artificial intelligence for financial management;] and Software as a service providing personalized strategies to achieve financial independence
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.