U.S. federal trademark · Serial No. 99743650
Software as a service (SaaS) services featuring software for financial data aggregation, analysis, and visualization; providing temporary use of non-downloadable software for integrating tax, financial, real estate, and credit data; providing artificial intelligence software for financial decision support, forecasting, and event detection; platform as a service (PaaS) featuring computer software platforms for financial advisory, capital planning, and wealth management.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.