Filed Nov. 11, 2025

Serial No. 99490547

Registered May 26, 2026

Registration No. 8,273,805

Class Downloadable mobile applications for use in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial management, financial asset management, financial benefits plan management, financial risk management, financial portfolio management, and investment management; Downloadable mobile applications for use in connection with financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning; Downloadable mobile applications for use in administration and management of health, accident, critical illness, disability and employee benefits insurance; Downloadable mobile applications for use in connection with health insurance, namely, software for reviewing, tracking and managing health insurance benefits, health savings accounts, co-payments, deductibles, and out-of-pocket expenses, and for facilitating communications between user and employer related to healthcare plans and costs savings; Downloadable mobile applications for analyzing, monitoring, managing and providing access to healthcare, pension, retirement, and employee benefits and benefit plans; Downloadable mobile applications for providing information, advice, videos, publications, webinars, tutorials, and educational materials respecting financial planning, financial asset management, financial risk management, investment management, financial portfolio management, retirement planning, health, accident, critical illness, disability and employee benefits insurance, health insurance benefits, health savings accounts, and employee financial benefit plans; 021; 023; 026; 036; 038; 100; 101

Case Type Trademark Service mark