U.S. federal trademark · Serial No. 99758202
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for portfolio optimization, investment risk analysis, and generation of personalized investment insights for self-directed investors.
Financial advisory and consultancy services, namely, Financial technology consultancy services in the field of portfolio analysis and AI-powered investment information for individual investors.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.