SET & SAVE
LIVE

Serial Number

98376157

Owner

Oportun, Inc.

Attorney

Barry F. Soalt

Filing Date

Jan 25, 2024

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SET & SAVE Trademark

Serial Number: 98376157

SET & SAVE is a trademark filed by Oportun, Inc. on January 25, 2024. 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

Oportun, Inc.

1825 South Grant Street, Suite 850
San Mateo, CA 94402

Entity Type: 03

Trademark Details

Filing Date

January 25, 2024

Registration Date

Not Registered

Published for Opposition

August 19, 2025

Goods & Services

Downloadable mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence for providing intelligent savings solutions, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, providing financial and bill payment alerts, savings account services, deposit savings account management, budgeting and budget balancing, savings account management, and providing account balance and activity notifications delivered via email, SMS, in-app, push notifications for tracking and managing income and expenses, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, managing long-term savings and investment services, including retirement accounts, and other intelligent assistance being goal based savings management, planning and saving for personal financial goals; Downloadable webinars in the field of personal finance to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services

Providing an internet website and website portal accessible via mobile devices featuring business information in the field of money management to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services; financial data aggregation, namely, electronically collecting financial data from multiple accounts into databases for further financial review and analysis

Providing an internet website and website portal accessible via mobile devices featuring financial education services, namely, coaching, classes, non-downloadable webinars, courses in the field of personal finance to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services

Providing temporary use of online non-downloadable computer software in the fields of personal financial management and financial transaction management featuring intelligent savings solutions using machine learning and artificial intelligence for purposes of online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and financial notifications, electronic fund transfer, bill payment, budgeting, savings account management, account balance and activity notification

Financial services, namely, personal financial management featuring intelligent savings solutions, namely, budget planning in the nature of income and expense transaction tracking using machine learning and artificial intelligence, financial management services; financial transaction services, namely, financial tracking and financial management of subscriptions and bill; Financial advice, namely, budget planning and account balance services in the nature of income and expense transaction tracking and notifications in the nature of financial information, savings account services, namely, electronic fund transfer, bill payment, budgeting in the nature of financial advice in budget planning and budget balancing, savings account management, account balance account activity in the nature of financial information provided via notifications and communications delivered via email, sms, in-app, chat, chat bot, or push notifications, and providing financial information via notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications; long-term savings and investment services, namely, individual retirement accounts services; providing credit scoring services and other intelligent assistance in the nature of financial transaction management; providing financial assessment to others and financial information to help others build a better working relationship with their money in the field of optimized financial solutions; providing an internet website and website portal assessable via mobile devices featuring financial information in the field of financial savings and investment including financial information helping to manage savings and debt, increase income and participate in optimized financial products; financial services, namely, savings account services and bill payment services provided through a website or mobile app; Providing an internet website and website portal accessible via mobile devices featuring financial information in the field of money management to help others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services

Filing History

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 19, 2026 EXRA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 18, 2026 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 18, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 18, 2026 COAR
SOU EXTENSION 1 GRANTED
Feb 18, 2026 EX1G
SOU EXTENSION 1 FILED
Feb 18, 2026 EXT1
SOU TEAS EXTENSION RECEIVED
Feb 18, 2026 EEXT
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 23, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 23, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 23, 2026 REAP
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 14, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 19, 2025 NPUB
PUBLISHED FOR OPPOSITION
Aug 19, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 13, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 9, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 9, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 9, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 9, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 9, 2025 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 11, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 11, 2025 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jun 11, 2025 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Mar 12, 2025 GNFN
FINAL REFUSAL E-MAILED
Mar 12, 2025 GNFR
FINAL REFUSAL WRITTEN
Mar 12, 2025 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 14, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 14, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 14, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Nov 19, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Nov 19, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 22, 2024 GNRN
NON-FINAL ACTION E-MAILED
Aug 22, 2024 GNRT
NON-FINAL ACTION WRITTEN
Aug 22, 2024 CNRT
ASSIGNED TO EXAMINER
Aug 21, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 30, 2024 NWOS
NEW APPLICATION ENTERED
Jan 25, 2024 NWAP