Filed March 21, 2026

Serial No. 99716543

Examining Attorney null

Class Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use in wealth management and financial advisory services comprising specialized intelligent agents that enable secure access to financial advisory data, including meeting records, emails, customer relationship management (CRM) data, documents, financial plans, and client portfolio information; Providing on-line non-downloadable software using artificial intelligence (AI) for answering user queries and executing automated multi-step workflows, including drafting communications, generating meeting notes and reports, client onboarding, compliance management, and financial planning operations for wealth management and financial advisory services; 100; 101

Case Type Service mark