INVEST4YOU Trademark
Serial Number: 98945323
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Thanasi K. Preovolos Preovolos Lewin, ALC
451 A Street, Suite 1600
San Diego, CA 92101
United States
Trademark Details
Filing Date
January 8, 2025
Registration Date
Not Registered
Published for Opposition
November 18, 2025
Goods & Services
Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights
Downloadable and recorded software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; and Downloadable and recorded software for providing analytical reporting, criteria-based messaging, and personalized financial insights
