THE INTELLIGENT FAMILY OFFICE SUITE
LIVE

Serial Number

99109032

Owner

Asseta AI Inc.

Attorney

CHARLES WALLACE

First Use Date

Mar 31, 2024

Filing Date

Mar 28, 2025

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THE INTELLIGENT FAMILY OFFICE SUITE Trademark

Serial Number: 99109032 • Registration: 8415676

THE INTELLIGENT FAMILY OFFICE SUITE is a trademark filed by Asseta AI Inc. on March 28, 2025. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Asseta AI Inc.

16192 Coastal Hwy.
Lewes, DE 19958

Entity Type: 03

Trademark Details

Filing Date

March 28, 2025

Registration Date

August 25, 2026

First Use Anywhere

March 31, 2024

First Use in Commerce

March 31, 2024

Published for Opposition

July 29, 2025

Goods & Services

Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for integration of financial accounts; Computer systems integration services; Consulting services in the field of software as a service (SAAS); Platform as a service (PAAS) featuring computer software platforms for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment; Providing information relating to computer technology via a website; Providing information relating to electronic data storage services; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment; Software as a service (SAAS) services featuring software for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Aug 25, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 25, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 4, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 4, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 21, 2026 SUPC
USE AMENDMENT FILED
Nov 20, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 20, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Sep 23, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 29, 2025 NPUB
PUBLISHED FOR OPPOSITION
Jul 29, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 23, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 20, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 20, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 20, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 20, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 20, 2025 CNEA
ASSIGNED TO EXAMINER
Jun 12, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
Mar 28, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 28, 2025 NWOS
NEW APPLICATION ENTERED
Mar 28, 2025 NWAP