ERA Trademark
Serial Number: 98678349
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Legal Representation
Correspondence Address
Karen Won Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo P.C.
One Financial Center
Boston, MA 02111
United States
Trademark Details
Filing Date
August 1, 2024
Registration Date
Not Registered
Goods & Services
Downloadable software in the nature of a mobile application for use in personal finance management, advisory, consultation, and planning services; Downloadable computer software in the nature of a mobile application using artificial intelligence (AI) for managing and automating personal budgeting, investing, taxes, saving, spending, and money transfers; Downloadable software in the nature of a mobile application for viewing, organizing, analyzing, sharing, and tracking personal financial data and information; Downloadable software in the nature of a mobile application featuring an electronic financial platform that accommodates multiple types of secure money transfer, payment, and investment trading options; Downloadable software in the nature of a mobile application featuring financial information, namely, providing financial news, research and analysis, market summaries, model portfolios, personalized financial guidance, and information in the field of personal finance; none of the aforesaid provided in connection with the computer games and/or interactive entertainment industries.
Providing temporary use of non-downloadable software for use in personal finance management, advisory, consultation, and planning services; Providing temporary use of non-downloadable software using artificial intelligence (AI) for managing and automating personal budgeting, investing, taxes, saving, spending, and money transfers; Providing temporary use of non-downloadable software for viewing, organizing, analyzing, sharing, and tracking personal financial data and information; Providing temporary use of non-downloadable software featuring an electronic financial platform that accommodates multiple types of secure money transfer, payment, and investment trading options; Providing temporary use of non-downloadable software featuring financial information, namely, providing financial news, research and analysis, market summaries, model portfolios, personalized financial guidance, and information in the field of personal finance; none of the aforesaid provided in connection with the computer games and/or interactive entertainment industries.
Online personal finance management, advisory, consultation, and planning services rendered using artificial intelligence (AI); Providing financial services, namely, providing management, advisory, consultation, and planning services in the field of personal finance; Financial transactions services, namely, providing secure money transfer, payment, and investment trading options via an electronic platform; Providing financial information, namely, providing financial news, research and analysis, market summaries, model portfolios, personalized financial guidance, and information in the field of personal finance; none of the aforesaid provided in connection with the computer games and/or interactive entertainment industries.
