INVEST4U
Summary of public USPTO data
- Owner
- PENCHECKS, INC.
- Status
- Live/Registered
- Serial number
- 98945224
- Registration number
- 8425308
- Filing date
- 2025-01-08
- Registration date
- 2026-09-01
- International classes
- 42
Goods and services
Class 42
- Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios
- Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement
- Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights