THE COTERIE Trademark

financial technology and fintech services in the nature of financing, fund management, and advisory services; financial technology and fintech asset management; investment advice; investment advisory services; investment consultancy; investment management; investment of funds; capital investment services; consultancy of capital investment; equity capital investment; funds investment; mutual fund investment; administration of investments, namely, investment of funds for others; Financial administration of investment funds; Global investment research services; monitoring of investment funds; provision of investment information; lending consultant services; commercial lending services; consumer lending services; estate planning; consulting and advisory services relating to estate planning; mortgage lending; mortgage brokerage; mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; mortgage advisory services; option services, namely, facilitating the trading and option contracts; financial services on the secondary market transactions, namely, the trading and option contracts; Mortgage lending; Trading in securities all of the foregoing excluding insurance related services

software as a service (saas) services featuring financial technology and fintech software for conducting financial risk analysis, business analysis, loan application analysis, credit analysis, and tax return analysis in the fields of financial services, lending, banking, underwriting, accounting all of the foregoing excluding insurance related services