U.S. federal trademark · Serial No. 99168925
Downloadable educational mobile applications featuring instruction in financial literacy tailored for young adult and first-time financial consumers; Downloadable mobile applications for managing bank accounts; Downloadable computer application software for mobile phones, namely, software for managing personal budgets, tracking expenses, and transferring funds between users, featuring an AI-powered personal assistant interface accessible via messaging platforms, designed for young adult and first-time financial consumers
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, digital wallet management, budgeting support for young adults and first-time financial consumers; Issuing prepaid debit cards; Issuing prepaid credit cards; Banking services provided via downloadable mobile applications and a website, designed for use by young adult and first-time financial consumers; Investment advisory services
Software as a service (SAAS) services featuring software for use in financial management, namely, budgeting, digital wallet management, and providing AI-powered personal assistant support, tailored for young adult and first-time financial consumers; Providing temporary use of on-line non-downloadable software development tools for managing personal finances and delivering financial literacy education, tailored for young adults and first-time financial consumers; Platform as a service (PAAS) featuring computer software platforms for personal finance management, financial literacy education, and automated assistance delivered through conversational interfaces, designed for young adults and first-time financial consumers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.