SOFI PAY & SAVE

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 18 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number

99343129

Mark type

Slogan / phrase

Filed

18 Aug 2025

Published for opposition

21 Jul 2026

Attorney of record

Jillian M. Taylor

Goods and services

• Class 009 — Scientific and electric apparatus: downloadable mobile application software for accessing cryptocurrency assets; downloadable mobile application software for use as a digital wallet; downloadable mobile application software for accessing and transacting electronic funds; downloadable mobile application software for providing mobile payment options to members of an online community via a global computer network through the use of traditional currency and virtual currency; downloadable mobile application software for use in financial planning, account tracking, spending tracking, and to coordinate and manage financial, investment, and banking services
• Class 035 — Advertising and business services: Provision of an online marketplace, for buyers and sellers of goods and services that records data on a deposit ledger and payments using distributed ledger technology for buyers and sellers of financial assets; financial records management, namely, recording of deposit liabilities via a deposit ledger and payment rail based on distributed ledger technology, for use by participants of an on-line community via a global computer network; Providing an on-line web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
• Class 036 — Insurance and financial services: Financial advisory services; financial advisory services rendered using artificial intelligence (AI); financial advisory services in the field of budgeting and spending tracking, and recommendations; financial advisory services in the field of investment portfolio insights, analysis, and recommendations; financial, investment management, brokerage, and advice services in the fields of stocks, retirement accounts, bonds, options, commodities, futures, currencies, and securities; financial management of portfolios; financial advice relating to financial assets in the field of cryptocurrencies and digital distributed ledger technology assets; providing financial information related to the exchange of currencies, investments, digital assets, and cryptocurrencies; electronic financial trading services; currency exchange services; on-line real-time currency trading and cash management services; financial brokerage and exchange services for cryptocurrency trading; cryptocurrency trading services; financial trading and exchange of cryptocurrency; digital currency exchange transaction services for transferrable electronic cash equivalent units having a specified cash value; providing information about currency conversion, cross border payments, and fraud reimbursement data, all provided via distributed ledger technology; securities debt settlement services using distributed ledger technology; securities brokerage services using distributed ledger technology; financial investment services, namely, brokerage services on securities exchanges and over-the-counter markets using distributed ledger technology; electronic payment processing services via distributed ledger technology; electronic payment processing through the exchange of cryptocurrency assets with fiat currency; cryptocurrency payment processing; cryptocurrency staking services in the nature of cryptocurrency payment and funds verification; financial services, namely, providing financial transaction verification services using distributed ledger technology; digital currency financial exchange and verification services, namely processing and verifying the issuance, minting, redemption, and conversion of digital tokens backed by fiat currency, digital tokens representing deposits accounts balances, and payment transactions; providing secure payment options to members of an online community via a global computer network through the use of traditional currency and virtual currency; mobile payment processing services namely, cryptocurrency transaction processing services via mobile electronic devices; clearing and reconciling financial transactions via a global computer network
• Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring software for providing banking services, online investing, stock, and options trading; software as a service (SaaS) services featuring software for validating business transactions using distributed ledger technology; software as a service (SaaS) services featuring software to allow users to perform electronic business transactions via a global computer network using distributed ledger technology; Software as a service (SaaS) featuring software for transferring, managing and processing cryptocurrency, digital currency, virtual currency, and digital tokens based on blockchain technology; software as a service (SaaS) services featuring software for facilitating interoperability of tokens across different blockchains; software as a service (SaaS) services featuring software for validating and verifying digital token transactions using distributed ledger technology; maintaining and operating distributed ledger nodes for transaction validation in connection with financial services; computer programming services for creating cryptocurrency for use by members of a on-line community; cryptocurrency services, namely, computer programming services for creating cryptocurrency and digital tokens for building non-downloadable software applications and blockchains on a computer network, payment for goods and services within an on-line community, and for verifying transactions related to the same; mining of cryptocurrency; providing information about electronic monitoring of banking activity to detect fraud and preventing fraud in online cryptocurrency transactions, all provided via distributed ledger technology
• Class 045 — Legal and security services: Content moderation for an on-line community for registered users

Owner

• Social Finance, LLC, SAN FRANCISCO, CA, US
• Social Finance, LLC, SAN FRANCISCO, CA, US

Prosecution history

• 15 Sept 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 21 Jul 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 21 Jul 2026 — PUBLISHED FOR OPPOSITION
• 15 Jul 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 24 Jun 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 24 Jun 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 24 Jun 2026 — EXAMINER'S AMENDMENT ENTERED
• 24 Jun 2026 — EXAMINERS AMENDMENT E-MAILED
• 24 Jun 2026 — EXAMINERS AMENDMENT -WRITTEN
• 12 Jun 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
• 09 Jun 2026 — WITHDRAWN FROM PUB - OG REVIEW QUERY
• 21 May 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 10 Apr 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 10 Apr 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 10 Apr 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED