U.S. federal trademark · Serial No. 97700186 · Reg. No. UK00003852795
Software as a service (SaaS) services featuring software for helping consumers manage their financial decisions and to help professional advisers manage their businesses; software as a service (SaaS) services featuring software for helping professional advisers manage their businesses by generating leads for various professional advisers; Software as a service (SaaS) services featuring software for helping professional advisers manage their businesses by lead-generation and lead-management for providers of financial advice to consumers; software as a service (SaaS) services providing a computer software platform with tools as well as analytics and consumer leads and connections, for advisers to manage their businesses by lead-generation and lead management requirements
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.