SMARTPROPOSAL Trademark

Serial Number: 99375121

SMARTPROPOSAL is a trademark filed by Smartdata Wealth, Inc. on September 4, 2025. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Smartdata Wealth, Inc.

920 South 107th Ave.
Omaha, NE 68114

Entity Type: 03

Legal Representation

Attorney of Record

Roman Vayner

187 trademarks filed View all →

Correspondence Address

Roman Vayner

9711 Washingtonian Blvd.

Suite 550

Gaithersburg, MD 20878

United States

Trademark Details

Filing Date

September 4, 2025

Registration Date

Not Registered

First Use Anywhere

September 1, 2025

First Use in Commerce

September 1, 2025

Goods & Services

Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies