WEALTHNOW

Owner

Goods & Services

Financial portfolio analysis services; Financial information; Financial information provided by electronic means

Downloadable computer application software for mobile phones, namely, software for aggregating financial account information from multiple financial institutions, tracking investment portfolios, and analyzing investment performance; Downloadable software in the nature of a mobile application for aggregating financial account information from multiple financial institutions, tracking investment portfolios, and analyzing investment performance; Downloadable computer programs and computer software for electronically trading securities

Software as a service (SAAS) services featuring software for aggregating financial account information from multiple financial institutions, tracking investment portfolios, and analyzing investment performance; Software as a service (SAAS) services featuring software for for electronically trading securities Providing temporary use of non-downloadable software for electronically trading securities; Software as a service (SAAS) services featuring software for electronically trading securities through users' own connected brokerage accounts