U.S. federal trademark · Serial No. 99745248
Provision of an online marketplace for buyers and sellers of goods and services; Business management consulting services in the field of financial advisory practices; Business management and consultation in the field of family office management; On-line business networking services
Providing temporary use of on-line non-downloadable cloud computing software for financial data processing, financial management, and financial analysis; Software as a service (SAAS) services featuring software for project management; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence (AI) for financial advisory services; Rental of computer software for financial management
Financial planning; Financial planning consultation; Financial planning and investment advisory services; Estate planning; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing information regarding financial investment strategies; Financial services, namely, wealth management services; Investment advisory services; Providing information in the field of estate planning; Family office services in the nature of financial wealth management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.