ADVICE.AI Trademark

Serial Number: 99478405

ADVICE.AI is a trademark filed by Integrated Wealth Platform, Inc. on November 4, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently pending registration.

Trademark Classes

9

Class 9 - Computers & Electronics

Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

42

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

35

Class 35 - Advertising & Business

Advertising; business management; business administration; office functions

Owner Contact Info

Integrated Wealth Platform, Inc.

15308 Emory Ln.
Rockville, MD 20853

Entity Type: 03

Legal Representation

Attorney of Record

Tyler Beas

115 trademarks filed View all →

Correspondence Address

Tyler Beas Vela Wood Staley Young P.C.

5307 East Mockingbird Lane

Suite 800

Dallas, TX 75206

United States

Trademark Details

Filing Date

November 4, 2025

Registration Date

Not Registered

Goods & Services

Analyzing and compiling business data for financial firms, namely compiling, normalizing, and reconciling client, estate, tax, and insurance information into unified records; Business organization and operation consultancy; Outsource service provider in the field of business analytics; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Downloadable computer software using artificial intelligence (AI) for generating business analysis reports; Downloadable computer software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating business analysis reports; Software as a service (SAAS) services featuring software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Providing financial information and analysis; Providing financial information in the field of estate, wealth, tax, and cash-flow modeling; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes