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THE CAPITAL INTELLIGENCE ECOSYSTEM

99924429 | Trademark citeCite Docket

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Filed July 6, 2026
Serial No. 99924429
Class Software as a service (SaaS) featuring software for collecting, integrating, analyzing, and presenting financial, tax, investment, insurance, lending, business, estate planning, real estate, and wealth management information; providing temporary use of non-downloadable software utilizing artificial intelligence, machine learning, predictive analytics, workflow automation, document analysis, financial modeling, and client relationship management; providing online non-downloadable software for generating financial insights, recommendations, dashboards, reporting, and advisory opportunities through an integrated financial intelligence ecosystem.; 100; 101
THE CAPITAL INTELLIGENCE ECOSYSTEM
Case Type Service mark
Status New application awaiting assignment to an examining attorney. <a href="https://www.uspto.gov/dashboard/trademarks/application-timeline.html">See current trademark processing wait times </a> for more information.
Last Updated: 1 week, 3 days ago
Filing Date # Docket Text
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