SMARTPROPOSAL
Summary of public USPTO data
- Owner
- Smartdata Wealth, Inc.
- Status
- Live/Registered
- Serial number
- 99375121
- Registration number
- 8199545
- Filing date
- 2025-09-04
- Registration date
- 2026-09-08
- International classes
- 42
Goods and services
Class 42
- Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making
- Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts
- Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting
- Software as a service (SAAS) services featuring software for brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies