| TOTUM THE TIFIN GROUP, LLC
88409599 30 Apr 2019 | on 17 Dec 2019
| Providing on-line non-downloadable software for helping advisors quant... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software for helping advisors quantify their client's financial risk tolerance based on their life situation; Providing temporary use of on-line non-downloadable cloud computing software for helping advisors quantify their client's financial risk tolerance based on their life situation | | | INVESTMENT INTELLIGENCE AS A SERVICE The TIFIN Group LLC
98067732 30 Jun 2023 | on 02 Aug 2024 | Providing online and mobile platforms, including websites, portals and... Class 042 Class 042 Computer & Software Services & Scientific Services Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice | | | WEALTH INTELLIGENCE AS A SERVICE The TIFIN Group LLC
98067723 30 Jun 2023 | on 01 Aug 2024 | Providing online and mobile platforms, including websites, portals and... Class 042 Class 042 Computer & Software Services & Scientific Services Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice | | | FINANCIAL INTELLIGENCE AS A SERVICE The TIFIN Group LLC
98067702 30 Jun 2023 | on 24 Jul 2024 | Providing online and mobile platforms, including websites, portals and... Class 042 Class 042 Computer & Software Services & Scientific Services Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which inform asset manager and wealth manager distribution decisions; Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice | | | DISTRIBUTION INTELLIGENCE AS A SERVICE The TIFIN Group LLC
98067713 30 Jun 2023 | on 24 Jul 2024 | Providing online and mobile platforms, including websites, portals and... Class 042 Class 042 Computer & Software Services & Scientific Services Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which inform asset manager and wealth manager distribution decisions | | | EMBEDDED INVESTMENTS THE TIFIN GROUP LLC
90785840 21 Jun 2021 | on 10 Oct 2022 | Financial services in the nature of the use of various proprietary onl... Class 036 Class 036 Insurance & Financial Services Financial services in the nature of the use of various proprietary online financial programs, mobile applications, and other business tools and processes to facilitate services associated with asset and money management Class 042 Class 042 Computer & Software Services & Scientific Services Computer services, namely, providing an interactive web site featuring technology that allows users to consolidate and manage accounts and connections to existing and emerging application programming interfaces (APIs), computer platform, and Software As A Service (SAAS) services to facilitate services associated with asset and money management through proprietary online financial programs, mobile applications, and other business tools and processes | | 
