U.S. federal trademark · Serial No. 99830748
Software as a service (SaaS) featuring artificial intelligence software for analyzing tax returns, financial data, capital events, investment opportunities, lending data, and advisory opportunities; providing temporary use of non-downloadable software for financial forecasting, tax planning, compliance analysis, workflow automation, document analysis, and capital intelligence; platform as a service (PaaS) featuring artificial intelligence tools for identifying financial advisory opportunities and generating predictive financial insights.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.