ADVICE.AI Trademark

Trademark Overview

On Tuesday, November 4, 2025, a trademark application was filed for ADVICE.AI with the United States Patent and Trademark Office. The USPTO has given the ADVICE.AI trademark a serial number of 99478405. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, November 4, 2025. This trademark is owned by Integrated Wealth Platform, Inc.. The ADVICE.AI trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Analyzing and compiling business data for financial firms, namely compiling, normalizing, and reconciling client, estate, tax, and insurance information into unified records; Business organization and operation consultancy; Outsource service provider in the field of business analytics; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Downloadable computer software using artificial intelligence (AI) for generating business analysis reports; Downloadable computer software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating business analysis reports; Software as a service (SAAS) services featuring software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Providing financial information and analysis; Providing financial information in the field of estate, wealth, tax, and cash-flow modeling; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
advice.ai

General Information

Serial Number99478405
Word MarkADVICE.AI
Filing DateTuesday, November 4, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, November 4, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesAnalyzing and compiling business data for financial firms, namely compiling, normalizing, and reconciling client, estate, tax, and insurance information into unified records; Business organization and operation consultancy; Outsource service provider in the field of business analytics; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information
Goods and ServicesDownloadable computer software using artificial intelligence (AI) for generating business analysis reports; Downloadable computer software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate
Goods and ServicesSoftware as a service (SAAS) services featuring software using artificial intelligence (AI) for generating business analysis reports; Software as a service (SAAS) services featuring software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate
Goods and ServicesProviding financial information and analysis; Providing financial information in the field of estate, wealth, tax, and cash-flow modeling; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, November 4, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 4, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 4, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, November 4, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameIntegrated Wealth Platform, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRockville, MD 20853

Trademark Events

Event DateEvent Description
Tuesday, November 4, 2025NEW APPLICATION ENTERED
Tuesday, November 4, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

advice financial software information business data estate analysis reports providing computer