Serial #99926659 Trademark
Serial Number: 99926659
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
Level 3, Consultancy House, 7 Bond Street
Dunedin 9016 , NZ
Entity Type: 99
Legal Representation
Correspondence Address
Andrew D. Mead SAXTON & STUMP
280 Granite Run Drive
Suite 300
Lancaster, PA 17601
United States
Trademark Details
Filing Date
July 7, 2026
Registration Date
Not Registered
Goods & Services
Downloadable software and mobile application software for the provision of financial services; downloadable software and mobile application software for the provision of personal finance services; downloadable software and mobile application software for the provision of personal finance management services; downloadable software and mobile application software for tracking income, expenses, assets, liabilities and net worth, connecting to financial institution accounts via automated bank feeds and application programming interfaces (APIs), aggregation, categorisation, analysis and visualisation of financial data, multi-currency support, financial reporting, budgeting, goal setting and cash-flow forecasting, scenario modelling and long-term financial planning, shared household financial management and multi-user collaboration; downloadable software and mobile application software incorporating artificial intelligence for financial analysis and insights generation; downloadable electronic publications and instructional materials in the fields of financial services and personal finance.
Financial services; personal finance services; financial management services; financial analysis; financial information services; financial data analysis; financial forecasting; providing online personal financial planning and budgeting information; providing financial information and analysis via websites and mobile applications; advisory, consultancy and information services in relation to the aforesaid services; the provision of the aforesaid services online via a website, the internet or other computer networks and/or accessible by mobile phone and other internet-enabled devices; provision of all the aforesaid, including via digital, electronic and/or media networks and channels
Platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of providing financial services; platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of providing personal finance services; platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of providing personal finance management services; platform as a service services (PaaS) and software as a service (SaaS) services for the purpose of tracking income, expenses, assets, liabilities and net worth, connecting to financial institution accounts via automated bank feeds and application programming interfaces (APIs), aggregation, categorization.
Educational services relating to finance; educational services relating to personal finance; provision of educational information; provision of educational information in the field of personal finance management; providing online electronic publications, not downloadable; providing online non-downloadable electronic publications in the field of finance and personal finance; publication of educational and training materials and guides and articles; conducting webinars, workshops and online seminars in the field of personal finance; production and distribution of podcasts; providing online non-downloadable audio content and podcasts relating to finance and personal finance management; advisory, consultancy and information services in relation to the aforesaid services; the provision of the aforesaid services online via a website, the internet or other computer networks and/or accessible by mobile phone and other internet-enabled devices; provision of all the aforesaid, including via digital, electronic and/or media networks and channels.