U.S. federal trademark · Serial No. 98710244
Providing online non-downloadable financial planning software; providing online non-downloadable financial investment software; software as a service (SaaS) services featuring software for financial analysis; software as a service (SaaS) services featuring software for investment analysis
Financial planning; investment advisory services; financial services, namely, wealth management services; providing information in the field of wealth management; providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.