U.S. federal trademark · Serial No. 50070857
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for market monitoring, market alerts, trade signal generation, and personalized financial decision-support; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for personal finance management, financial planning, retirement planning, retirement income planning, retirement readiness analysis, retirement gap analysis, investment analysis, portfolio construction, portfolio monitoring, portfolio optimization, asset allocation, asset distribution planning, tax-efficient withdrawal sequencing, Social Security optimization, 401(k) and retirement account contribution analysis, financial forecasting, financial goal tracking, and financial dashboards
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.