Filed May 5, 2022

Serial No. 97397014

Examining Attorney ELISSA GARBER KON

Interlocutory Attorney ANDREW P BAXLEY

Class Downloadable software and applications for mobile devices for Investing, cash flow monitoring, budgeting, and net worth tracking; Downloadable machine learning software for finance that facilitates wealth management; Downloadable operational risk management software for hedging, automated asset allocation, and tax optimization; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable artificial intelligence software for portfolio and financial health analysis; Downloadable interactive software based on artificial intelligence that analyzes personal financial habits, assess net worth, and optimizes debt management strategies; Downloadable software for the integration of artificial intelligence and machine learning in the field of Big Data; Real-time data processing apparatus; Intelligent gateway routers for real-time data analysis; Downloadable machine learning software for financial planning, financial forecasting, financial risk assessment, and financial analysis; Downloadable artificial intelligence and machine learning software for financial research, calculating investment performance, monitoring investment portfolios, and portfolio rebalancing; Downloadable computer software for use as an application programming interface (API); Downloadable computer software for use as an application programming interface (API); Downloadable computer software for use as a digital wallet; Downloadable computer software for use as an electronic wallet; Downloadable publications in the nature articles in the field of financial planning, tax planning, financial advising, and retirement planning in the field of personal finance; Downloadable mobile and web applications that analyzes financial data, market sentiment, and emergent events; Downloadable software that provides market data visualizations; all of the above in the fields of finance, financial information, financial management, risk management, investment, and trading; none of the foregoing in the field of mining digital currency, virtual currency, or cryptocurrency, the transfer, management, or storage of digital currency, virtual currency, or cryptocurrency in connection with said mining, or the verification of transactions in connection with said mining, transfer, management, or storage of digital currency, virtual currency, or cryptocurrency; 021; 023; 026; 036; 038

Case Type Trademark