CAPITALIZE ROLLOVER API Trademark

Serial Number: 99718380

CAPITALIZE ROLLOVER API is a trademark filed by Capitalize Money, Inc. on March 23, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

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

Owner Contact Info

Capitalize Money, Inc. (3 trademarks)

135 Madison Avenue, 5th Floor
New York, MA 10016

Entity Type: 03

Legal Representation

Attorney of Record

Kathleen M. Burch

253 trademarks filed View all →

Correspondence Address

Kathleen M. Burch K&L Gates LLP

1 Congress Street

Suite 2900

Boston, MA 02114

United States

Trademark Details

Filing Date

March 23, 2026

Registration Date

Not Registered

Goods & Services

Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software

Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind

Filing History

APPLICATION FILING RECEIPT MAILED

Mar 23, 2026 MAFR

NEW APPLICATION ENTERED

Mar 23, 2026 NWAP

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