U.S. federal trademark · Serial No. 98432903
Software as a service (saas) services, namely, providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, risk management, and financial portfolio management.
Financial records management; providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans.
Investment advisory and supervisory services; mutual fund investment services; creation and management of mutual funds; investment management; investment risk assessment services; investment services, namely, asset acquisition, consultation, development and management services; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.