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

177 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

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