financial consultancy, advice, planning and management; investment advisory services; investment management; financial portfolio analysis services; in Read More

Classification Information

Class [036]
Financial consultancy, advice, planning and management; investment advisory services; investment management; financial portfolio analysis services; investment consulting services, namely, advising family offices, high net worth individuals and other individuals and investors, and their professional advisors, in the field of capital investing; family office services, namely, financial planning and advisory services, strategic planning and financial modeling for trust and estate planning, investment consulting, tax planning and administration in the nature of financial modeling of tax strategies and the coordination of tax professionals, and financial philanthropic gift planning; providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; providing a web site to retrieve and display data from third party financial and investment web sites on one or more consolidated views; providing financial information to consumers including account, transaction, and balance information from a wide variety of sources, namely, banks and other financial institutions, accounts, lawyers and other professional advisors, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers; providing information pertaining to finance, banking, investments and retirement planning, through electronic means.

Classification kind code

Class [042]
Providing temporary use of online non-downloadable software and applications for use in the field of personal finance, investments and accounting which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in accessing bank and deposit account, credit card account and other financial account information; providing temporary use of online non-downloadable software and applications for use in budgeting, managing money, and recording and tracking financial transactions; providing temporary use of online non-downloadable software and applications for use in financial planning and management, investments, and retirement planning and related applications which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the consolidated financial data in the form of summary reports and dashboards; providing temporary use of online non-downloadable software and applications for use in tax planning and tax-related applications; providing online, non-downloadable software for use in managing, organizing, and sharing financial and investment data on a global computer network; providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, banking, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; providing temporary use of online non-downloadable software and applications for use by family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants, in the management of investments, taxes, philanthropic activities, trusts, household finances, real property maintenance, housekeeping and repairs, and travel planning and coordination; providing temporary use of online non-downloadable software and applications for use to facilitate communication among family offices, high net worth individuals and other individuals and investors, and their professional advisors, including financial advisors, banks, lawyers, and accountants; providing temporary use of online non-downloadable software and applications for use by family offices, families, households and individuals, and their professional advisors and support personnel, in the management of information and communications related to staffing, health and medical matters, pets, social connections, calendaring, recordkeeping and memorabilia.

Classification kind code

Mark Details

Serial Number

2032552

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 22 on 23^rd Jul 2024	Search Recorded
Submitted for opposition 20 on 23^rd Jul 2024	Examiner's First Report
Submitted for opposition 287 on 16^th Jun 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 05^th Jun 2020	Filed
Submitted for opposition 1 on 05^th Jun 2020	Created
Submitted for opposition 31 on 05^th Jun 2020	Formalized