HAZEL

Owners

Goods & Services

Platform as a service (PaaS) featuring non-downloadable software for use by financial professionals for workflow automation and administrative support in the field of financial advisory services, namely, financial planning support tools, portfolio analysis support tools, financial research support tools, and financial and investment-related administrative tools; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative and operational tasks for financial professionals; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative tasks, namely, automating meeting scheduling and preparation, notetaking, corresponding with clients, and syncing client interactions with a customer relationship management (CRM) platform; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for analyzing data and interacting with financial advisors to assist in their advisory practices; none of the foregoing including the provision of investment advice, investment management, fund management, venture capital services, private equity services, real estate investment services, custodial services, or the investment of funds for others.