WEALTHFRONT

Owners

Goods & Services

Providing temporary use of on-line non-downloadable software for managing and trading investments; Providing temporary use of on-line non-downloadable software for opening and managing financial accounts; Providing temporary use of on-line non-downloadable software for mortgage and loan management and planning; Providing temporary use of on-line non-downloadable software for allowing customers to access bank account information and transacting bank business

Downloadable software for providing information in the field of finance, securities trading, investments, and securities brokerage; Downloadable software for managing and trading investments; Downloadable software for opening and managing financial accounts; Downloadable software for mortgage and loan management and planning; Downloadable software for allowing customers to access bank account information and transact bank business

Investment advisory services; Investment brokerage; Securities brokerage services; Trust services, namely, investment and trust company services; Providing information regarding financial investment strategies; Investment by electronic means; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Banking services; Financial research; Financial management; Financial planning; Financial services, namely, money lending; Securities trading and investing services for others via the internet; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage banking; Mortgage lending; Mortgage refinancing; Mortgage fulfillment services in the nature of mortgage underwriting

Matching borrowers with potential lenders in the field of consumer and mortgage lending; Referrals in the field of finance, money lending, and financial investments; Matching consumers with professionals in the field of finance