QUIRE

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
50187839
Mark type
Word mark
Filed
28 Oct 2026
Attorney of record
Nicholas You

Goods and services

  • Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for answering user questions automatically, without human intervention, and for facilitating communication with tax and financial professionals, all in the fields of financial, tax, retirement, estate and trust, real estate, and cash flow planning for individuals, families, and business owners; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for financial planning, tax planning, retirement planning, estate, trust and legacy planning, real estate planning, and cash flow budgeting and planning, offered on both a self-service basis and through tax and financial professionals; Providing temporary use of on-line non-downloadable software for financial scenario modeling and Monte Carlo simulation analysis; Application service provider featuring application programming interface (API) software for use by accounting, tax, and financial advisory firms in providing financial, tax, retirement, estate and trust, real estate, and cash flow planning analyses to their clients; Software as a service (SAAS) services featuring software for creating, tracking, and measuring the outcomes of financial planning recommendations; Software as a service (SAAS) services featuring software for connecting to and aggregating users' financial accounts and organizing and analyzing account data, excluding general-purpose business intelligence and business analytics software and general-purpose data management software; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for analyzing personal and business financial data, financial statements, tax returns, and financial documents and for generating financial and tax planning analyses and recommendations automatically or with review by tax and financial professionals, excluding general-purpose business intelligence and business analytics software, general-purpose data management software, and general-purpose document management software

Owner

Prior registrations

Prosecution history

  • 01 Nov 2026 — TEAS VOLUNTARY AMENDMENT RECEIVED
  • 28 Oct 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 28 Oct 2026 — NEW APPLICATION ENTERED
  • 28 Oct 2026 — APPLICATION FILING RECEIPT MAILED

View this trademark record on Rightsy