CONGRUENT
LIVE

Serial Number

50092466

Owner

Congruent Holdings LLC

Attorney

Aaron Y. Silverstein

Filing Date

Sep 5, 2026

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CONGRUENT Trademark

Serial Number: 50092466

CONGRUENT is a trademark filed by Congruent Holdings LLC on September 5, 2026. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

Congruent Holdings LLC

14 Cedar Street, Suite 224
Amesbury, MA 01913

Entity Type: 16

Trademark Details

Filing Date

September 5, 2026

Registration Date

Not Registered

Goods & Services

Business management and consulting services in the fields of insurance, finance, and employee benefits; Business consulting services; Providing career information; Career placement consulting services

Providing information in the field of finance; Providing information in the field of insurance; Individual retirement account services; Financial administration of retirement plans; Financial retirement plan consulting services; Financial asset management in the field of retirement plans; Investment management in the fields of retirement, insurance, bonds, and equities; Financial management of employee pension funds; Equity capital investment; Consumer lending services; Financial analysis and research services; Insurance analysis and research services; Financial risk assessment services; Consultancy services relating to civil infrastructure investment; Advisory services in the field of asset management; Financial asset management; Investment services, namely asset acquisition, consultation, development and management services; Credit consultation; Consulting services in the field of tuition and student loans; Infrastructure investment services; Financial wealth management services; Health insurance underwriting, brokerage, consultancy, and administration; Disability insurance underwriting, brokerage, consultancy, and administration; Dental insurance underwriting, brokerage, consultancy, and administration; Vision insurance underwriting, brokerage, consultancy, and administration; Underwriting, issuance, brokerage, and administration of annuities; Financial services, namely, providing investment options for variable annuity and variable insurance products; Stop-loss insurance underwriting, brokerage, administration, and consultancy

Downloadable podcasts in the field of insurance, finance, annuities, investments, and employee benefits; Downloadable software for providing information in the field of finance, insurance, annuities, investments, and employee benefits; Downloadable software for accessing and managing insurance policies and claims, capital, financial assets, annuities, and employee benefits

Providing a website featuring non-downloadable publications in the nature of articles in the field of financial news and information; Providing a website featuring on-line electronic newsletters in the field of financial news and information via e-mail; Educational services, namely, providing educational podcasts in the field of financial news and information; Online journals, namely, blogs in the field of financial news and information; Providing non-downloadable videos in the fields of insurance, finance, annuities, investments, and employee benefits; Providing online non-downloadable educational podcasts in the field of insurance, finance, annuities, investments, and employee benefits; Publication of digital educational materials

Providing online non-downloadable chatbot software using large language models (LLMs) for providing information in the fields of finance, insurance, and employee benefits; Providing online non-downloadable software for providing information in the field of finance, insurance, and employee benefits; Platform as a service featuring computer software platforms for managing insurance policies and claims, capital management, annuities, investments, and accessing and managing employee benefits; Providing online non-downloadable software for managing insurance policies and claims, capital management, annuities, investments, and accessing and managing employee benefits

Filing History

APPLICATION FILING RECEIPT MAILED
Sep 5, 2026 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 5, 2026 NWOS
NEW APPLICATION ENTERED
Sep 5, 2026 NWAP