ORIGIN

Summary of public USPTO data

Goods and services

Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires
downloadable software for users to create personalized plans for financial wellness
downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis
downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles
downloadable software for projecting net worth, retirement readiness, and life event modeling, including education, home purchases, and family planning
downloadable software for estate planning, namely, preparing wills and related documents
downloadable software using artificial intelligence (AI) for generating personalized budgets, forecasts, and recommendations
downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial advice

Personal financial planning and investment advisory services
financial consulting services using financial wellness tools to create personalized plans for financial wellness
providing a website featuring information in the field of financial wellness
financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis
investment of funds for others, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services
financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness
estate planning services, namely, creation and management of wills and estate planning documents
financial management, namely, subscription and bill monitoring services
AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data

Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning
providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries
providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness
software as a service (SaaS) services featuring software for personal financial planning, budgeting, forecasting, and investment tracking
providing temporary use of online, non downloadable software incorporating generative AI functionality for financial analysis, insights, and planning recommendations
providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reports