U.S. federal trademark · Serial No. 87480755 · Reg. No. 5515180
Software as a service (SAAS) featuring software for enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.