U.S. federal trademark · Serial No. 99576762
Downloadable and web-based software platforms for facilitating access to financial education, financial planning tools, and banking-related information through licensed financial institutions; excluding the custody, transfer, or processing of funds.
Providing online non-downloadable educational content and training in the field of financial literacy, savings, and financial planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.