U.S. federal trademark · Serial No. 99424445
Software as a service (SAAS) services featuring software for post exit wealth management, namely, portfolio analysis, asset allocation, estate planning coordination, financial planning, and risk management; Providing online non-downloadable software featuring software for post exit wealth management, namely, portfolio analysis, asset allocation, estate planning coordination, financial planning, and risk management
Financial wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.