MONEYSTYLE

Owners

Goods & Services

Providing an interactive website featuring technology that allows a user to take an assessment in the field of personal finance and financial planning; Providing an interactive website featuring technology that allows a user to generate an informational profile in the field of personal finance and financial planning; Providing temporary use of online non-downloadable software that allows a user to take an assessment in the field of personal finance and financial planning; Providing temporary use of online non-downloadable software to collect, analyze, and interpret data to generate a user's informational profile in the field of personal finance and financial planning; Providing temporary use of online non-downloadable software to collect, analyze, and interpret data in the field of personal finance and financial planning

Downloadable software that allows a user to take an assessment in the field of personal finance and financial planning; Downloadable software to collect, analyze, and interpret data to generate a user's informational profile in the field of personal finance and financial planning; Downloadable software to collect, analyze, and interpret data in the field of personal finance and financial planning; Downloadable articles and videos in the fields of personal finance, financial planning, investment, and wealth management

Educational services, namely, providing instruction in the field of personal finance using an online financial assessment; Providing non-downloadable articles and videos in the fields of personal finance, financial planning, investment, and wealth management

Financial advisory and consultancy services; Financial planning and assessment services; Financial planning and investment advisory services; Financial information, management, and analysis services; Web-based financial assessment services, namely, a series of financial, behavioral, and lifestyle-related questions for response from the user to generate a user's informational profile in the field of personal finance and financial planning; Providing a website featuring information in the field of personal finance and financial planning; Information provided by electronic means in the fields of personal finance, financial planning, investment, and wealth management