U.S. federal trademark · Serial No. 99833697
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial planning, literacy and to coordinate and monitor financial and banking services; Software as a service (SAAS) services featuring software for client engagement and lead generation for financial institutions; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for client engagement in financial industry; Software as a service (SAAS) services featuring software using retrieval-augmented generation (RAG) for providing personalized financial planning and investment education.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.