Filed July 13, 2026

Serial No. 99937553

Class Downloadable software; downloadable mobile applications in the field of personal finance, financial planning, retirement, pensions, insurance, savings, investments and financial wellbeing; downloadable computer software in the field of personal finance, financial planning, retirement, pensions, insurance, savings, investments and financial wellbeing; downloadable computer software featuring artificial intelligence for financial planning, financial decision-making, financial advice and financial wellbeing; downloadable computer software for data analytics, machine learning and predictive modelling; downloadable digital assistants; downloadable chatbot software; downloadable computer software for accessing, browsing and searching online databases; downloadable computer software for use in customer relationship management (CRM); downloadable computer software for processing electronic payments and for transferring funds; downloadable electronic publications in the nature of guides, brochures, magazines, newsletters and reports in the field of personal finance, retirement, insurance and financial wellbeing; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101

Case Type Trademark Service mark