U.S. federal trademark · Serial No. 99380193
Online social networking services for owners focused on collaboration in wealth management, financial planning, and optimization of asset ownership
Business management consulting, strategic planning, and business advisory services concerning artificial intelligence-driven software tailored for professionals in the fields of financial planning, wealth management, and optimization of asset ownership
Downloadable computer software for the collection, analysis, and presentation of financial and asset data, utilizing artificial intelligence for wealth management, optimization of asset ownership, and personalized financial decision-making
Software as a service (SaaS) featuring software using artificial intelligence to analyze financial and asset data, provide wealth management decision support, and optimize asset ownership for owners
Financial management and consultancy services, including asset management, investment advisory, and wealth management, utilizing artificial intelligence-driven software to assist owners in managing and optimizing their asset ownership
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.