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Live / Applied — New application — not yet assigned to an examiner (as of 28 Oct 2026)

What this means for you

Not registered yet, but its 28 Oct 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
50187552
Mark type
Word mark
Filed
28 Oct 2026
Attorney of record
Katherine E. McMorrow

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer chatbot software for simulating conversations; Downloadable chatbot software for providing information, insights, and recommendations relating to finance, money, financial accounts, savings, investing, investments, debt repayment, budgeting, financial planning, credit cards, debit cards, prepaid stored value cards, financial goal setting, financial tracking, financial education, and financial transactions; Downloadable chatbot software for analyzing financial information and generating insights, summaries, forecasts, and projections relating to finance, savings, and investments; Downloadable software for providing information, insights, and recommendations relating to finance, money, financial accounts, savings, investing, investments, debt repayment, budgeting, financial planning, credit cards, debit cards, prepaid stored value cards, financial goal setting, financial tracking, financial education, and financial transactions; Downloadable software for analyzing financial information and generating insights, summaries, forecasts, and projections relating to finance, savings, and investments; Downloadable software for providing users with financial insights, summaries, projections, and analyses; Downloadable software for users to access, view, search, analyze, report, process, manage, and track their finances, financial accounts, financial transactions, investments, discounts, incentives, sweepstakes, and information relating to the foregoing; Downloadable software for personal finance management, budgeting, financial tracking, financial planning, financial account management, saving, investing, financial education, building financial literacy, and financial decision-making
  • Class 036 — Insurance and financial services: Providing financial information; Providing financial information in the field of finance, money, financial accounts, savings, investing, investments, debt repayment, budgeting, financial planning, credit cards, debit cards, prepaid stored value cards, financial goal setting, financial tracking, financial education, and financial transactions; Financial advice; Financial advice and consultancy services; Financial consultation in the field of debt repayment; Investment advice; Investment consultation; Investment management
  • Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable computer chatbot software for simulating conversations; Providing temporary use of online non-downloadable chatbot software for providing information, insights, and recommendations relating to finance, money, financial accounts, savings, investing, investments, debt repayment, budgeting, financial planning, credit cards, debit cards, prepaid stored value cards, financial goal setting, financial tracking, financial education, and financial transactions; Providing temporary use of online non-downloadable chatbot software for analyzing financial information and generating insights, summaries, forecasts, and projections relating to finance, savings, and investments; Providing temporary use of on-line non-downloadable software for providing information, insights, and recommendations relating to finance, money, financial accounts, savings, investing, investments, debt repayment, budgeting, financial planning, credit cards, debit cards, prepaid stored value cards, financial goal setting, financial tracking, financial education, and financial transactions; Providing temporary use of on-line non-downloadable software for analyzing financial information and generating insights, summaries, forecasts, and projections relating to finance, savings, and investments; Providing temporary use of on-line non-downloadable software for providing users with financial insights, summaries, projections, and analyses; Providing temporary use of on-line non-downloadable software for users to access, view, search, analyze, report, process, manage, and track their finances, financial accounts, financial transactions, investments, discounts, incentives, sweepstakes, and information relating to the foregoing; Providing temporary use of on-line non-downloadable software for personal finance management, budgeting, financial tracking, financial planning, financial account management, saving, investing, financial education, building financial literacy, and financial decision-making

Owner

Prosecution history

  • 28 Oct 2026 — APPLICATION FILING RECEIPT MAILED
  • 28 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 28 Oct 2026 — NEW APPLICATION ENTERED

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