Filed Oct. 5, 2026

Serial No. 50145118

Class Downloadable computer software for aggregating personal financial data from multiple accounts into a single location for financial review, analysis, and management; Downloadable computer software for providing banking, credit score, financial and bill payment alerts; Downloadable computer software for enabling users to retrieve financial account balances and financial transaction information using mobile phones, smart phones, and mobile telecommunication networks; Downloadable computer software for managing ongoing personal subscription and membership accounts; Downloadable computer programs using artificial intelligence (AI) for analysis of and providing recommendations based on user financial account information; Downloadable computer software for personal financial management, financial planning, debt payoff tracking, managing recurring bills and cash-flow, analysis of connected financial account information, personalized financial recommendations, modeling of alternative financial decisions and resulting financial impacts on financial plan; 021; 023; 026; 036; 038

Case Type Trademark