Mark Identification
PERSONALIZED INVESTING AT SCALE
Serial Number
97268235
Filing Date
Feb 15, 2022
Registration Date
Jan 9, 2024
Trademark by
Active Trademark
Classification Information
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
Computer and Scientific