U.S. federal trademark · Serial No. 99812129
Providing temporary use of on-line non-downloadable software for personal financial management; Providing temporary use of on-line non-downloadable software for tracking and analyzing investment portfolios; Providing temporary use of on-line non-downloadable software for financial goal setting and asset allocation analysis
Downloadable computer software for personal financial management; Downloadable mobile applications for connecting financial accounts and tracking investment portfolios; Downloadable computer software for transaction categorization, budgeting, and investment risk assessment
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.