SANDCASTLE

Owner

Goods & Services

Software as a service (SAAS) services featuring non-downloadable software for personal and business financial management, namely consolidating financial accounts and information from multiple sources, tracking transactions, budgeting, calculating and tracking net worth, managing investment portfolios and cryptocurrency portfolios using blockchain technology, providing real-time asset valuations for investments, accounts, and real estate, generating financial dashboards, charts, and graphs, and using artificial intelligence for financial analysis and insights

Downloadable computer software, downloadable mobile applications, and downloadable desktop computer software for personal and business financial management, namely consolidating financial accounts and information from multiple sources, tracking transactions, budgeting, calculating and tracking net worth, managing investment portfolios, cryptocurrency portfolios using blockchain technology, providing real-time asset valuations for investments, accounts, and real estate, generating financial dashboards, charts, and graphs, and using artificial intelligence for financial analysis and insights

Financial information, analysis, and management services, namely providing consolidated financial data, real-time asset values, net worth tracking, investment and cryptocurrency portfolio information, transaction tracking, budgeting tools, and interactive financial dashboards for personal and business finances via websites and mobile applications, and financial portfolio management and analysis services