SOWE
Mark Identification

SOWE

Serial Number

98065483

Filing Date

Jun 29, 2023

Trademark by

SOUTH WEALTH LLC

Classification Information

Downloadable computer application software for automated and customized financial management, namely, software for an investment platform for monitoring and managing investment portfolios; Downloadable software in the nature of a mobile application for an investment platform for monitoring and managing investment portfolios

Electrical and Scientific Apparatus

Financial advice; Financial advisory and consultancy services, namely, monitoring and managing investment portfolios; Financial advisory and consultancy services, namely, management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; Financial analyses; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and evaluations; Financial information provided by electronic means; Financial investment brokerage services; Financial investment in the field of monitoring and managing investment portfolios; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, monitoring and managing investment portfolios; Financial portfolio analysis services; Financial portfolio management; On-line financial planning services; Providing financial advice via a website; Providing information in the field of financial appraisals via a website

Insurance and Financial

Platform as a service (PAAS) featuring computer software platforms for monitoring and managing investment portfolios; Providing on-line non-downloadable software for an investment platform for monitoring and managing investment portfolios; Providing online non-downloadable computer software platforms for monitoring and managing investment portfolios; Providing temporary use of a non-downloadable web application for an investment platform for monitoring and managing investment portfolios; Software as a service (SAAS) services featuring software for monitoring and managing investment portfolios

Computer and Scientific