U.S. federal trademark · Serial No. 98544028
Downloadable and recorded applications for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbot software using artificial intelligence; Downloadable and recorded applications for providing information, education, and advice on a range of topics, issues, and interests related to financial advice and wealth management; Downloadable and recorded applications to facilitate the provision of financial advice and wealth management services using software with artificial intelligence technology
Software-as-a-service, namely, software for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbot software using artificial intelligence; Software-as-a-service, namely, software for providing information, education, and advice on a range of topics, issues, and interests related to financial advice and wealth management; Software-as-a-service, namely, software to facilitate the provision of financial advice and wealth management services using software with artificial intelligence technology
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