U.S. federal trademark · Serial No. 97508145
Software as a service (SAAS) services featuring software for use by family offices as a dashboard or module to centralize information, approve activities, and direct activities; developing computer software; Software as a service (SAAS) featuring software for coordination of financial advisors, accountants, and administration staff and financial accounting and reporting for family offices
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.