U.S. federal trademark · Serial No. 50061481
Financial portfolio analysis services; Securities trade execution services; Financial portfolio management; Financial advisory services; Investment management
Downloadable computer software applications for managing and aggregating financial accounts, tracking net worth and financial goals, analyzing investment portfolios, sharing portfolio information, discovering investment strategies, simulating copy-investing, and receiving portfolio rebalancing analysis; Downloadable mobile applications for managing and aggregating financial accounts, tracking net worth and financial goals, analyzing investment portfolios, sharing portfolio information, discovering investment strategies, simulating copy-investing, and receiving portfolio rebalancing analysis; Downloadable software for social networking in the field of investing and investment portfolio sharing; Downloadable computer software platforms for managing and aggregating financial accounts, tracking net worth and financial goals, analyzing investment portfolios, sharing portfolio information, discovering investment strategies, simulating copy-investing, and receiving portfolio rebalancing analysis; Downloadable computer simulation software for modeling copy-investing and portfolio rebalancing strategies
Providing online non-downloadable computer software platforms for managing and aggregating financial accounts, tracking net worth and financial goals, analyzing investment portfolios, sharing portfolio information, discovering investment strategies, simulating copy-investing, and receiving portfolio rebalancing analysis; Platform as a service (PAAS) featuring computer software platforms for financial account aggregation, net worth tracking, investment portfolio analysis, social investing, and portfolio rebalancing analysis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.