U.S. federal trademark · Serial No. 99914962
Software as a service (SAAS) services featuring software for organizing, consolidating, tracking, and monitoring personal financial assets, investments, accounts, and related financial information and documents.
Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information processing; Providing financial information and analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.