downloadable and recorded applications for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbo Read More

Classification Information

Class [009]
Downloadable and recorded applications for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbot software using artificial intelligence; downloadable and recorded applications for providing information, education, and advice on a range of topics, issues, and interests related to financial advice and wealth management; downloadable and recorded applications to facilitate the provision of financial advice and wealth management services using software with artificial intelligence technology.

Classification kind code

Class [041]
Educational services, namely, learning tools for financial advisors and wealth managers utilizing artificial intelligence software based on curated training datasets.

Classification kind code

Class [042]
Software-as-a-service, namely, software for wealth managers and financial advisors featuring conversational artificial intelligence software and chatbot software using artificial intelligence; Software-as-a-service, namely, software for providing information, education, and advice on a range of topics, issues, and interests related to financial advice and wealth management; Software-as-a-service, namely, software to facilitate the provision of financial advice and wealth management services using software with artificial intelligence technology.

Classification kind code

Mark Details

Serial Number

2358675

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 14^th Nov 2024	Pre-Assessment Letter Sent
Submitted for opposition 30 on 29^th Oct 2024	Filed
Submitted for opposition 1 on 29^th Oct 2024	Created
Submitted for opposition 31 on 29^th Oct 2024	Formalized

LYDIA

Classification Information

Classification kind code

Class [041]Educational services, namely, learning tools for financial advisors and wealth managers utilizing artificial intelligence software based on curated training datasets.

Classification kind code

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [041]
Educational services, namely, learning tools for financial advisors and wealth managers utilizing artificial intelligence software based on curated training datasets.