Filed July 14, 2026

Serial No. 99939728

Examining Attorney JUSTINE D PARKER

Class Providing online non-downloadable software using artificial intelligence (AI) for reviewing, analyzing, organizing, summarizing, and generating reports from client information in the fields of tax planning, business planning, business succession planning, business management, risk and regulatory compliance management, financial planning, financial investments, financial valuations, wealth management, investment advisory services, investment management, estate planning, trust management, family governance, wellness and lifestyle management, personal planning, and personal concierge services.; 100; 101

Case Type Service mark