OIKIA

Owner

Goods & Services

Estate planning; Estate trust planning; Financial advice and consultancy services; Financial investment brokerage; Financial planning and investment advisory services; Financial planning; Financial portfolio analysis services; Financial portfolio management; Investment management; Financial research and equity research brokerage services; Financial research and information services; Financial advice relating to tax; Consulting and information concerning insurance

Legal consultancy; Legal advisory services; Legal services

Software as a service (SAAS) services featuring software for investment management, financial planning, and retirement planning; Software as a service (SAAS) services featuring software for downloading, retrieving, and reviewing information on finances, investments, financial markets, financial planning, financial research, and estate planning; Software as a service (SAAS) services featuring software for uploading documents and for sending and receiving information and messages on finances, investments, financial markets, financial planning, financial research, and estate planning

Tax and taxation planning, advice, information and consultancy services; Tax preparation; Tax advisory services

Downloadable mobile applications for investment management, financial planning, and retirement planning; Downloadable mobile applications for downloading, retrieving, and reviewing information on finances, investments, financial markets, financial planning, financial research, and estate planning; Downloadable mobile applications for uploading documents and for sending and receiving information and messages on finances, investments, financial markets, financial planning, financial research, and estate planning