U.S. federal trademark · Serial No. 88344699 · Reg. No. 6016640
Financial advice; Financial advice and consulting services; Financial advisory services; Financial management services for others; Financial management, namely, wealth management services; Financial retirement planning services; Family financial planning services, namely, investment portfolios, tax investing, business retirement planning, private equity investments, and philanthropy investments; Bill pay services; Financial planning consultation services
Software as a service (SAAS) featuring software for operating a fully digital marketplace to enable frictionless financial insurance transactions; Software as a service (SAAS) featuring software for operating a fully digital marketplace for insurance companies; Software as a service (SAAS) featuring software for operating a fully digital marketplace for users; Software as a service (SAAS) services featuring software for expediting and facilitating the marketing, selling and processing of insurance and financial products for the insurance industry
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.