CAPITALIZE 401(K) FINDER Trademark
Trademark Overview
On Wednesday, June 14, 2023, a trademark application was filed for CAPITALIZE 401(K) FINDER with the United States Patent and Trademark Office. The USPTO has given the CAPITALIZE 401(K) FINDER trademark a serial number of 98041536. The federal status of this trademark filing is STATEMENT OF USE - TO EXAMINER as of Thursday, May 28, 2026. This trademark is owned by Capitalize Money, Inc.. The CAPITALIZE 401(K) FINDER trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment
management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive
investment account management software
Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind
General Information
| Serial Number | 98041536 |
| Word Mark | CAPITALIZE 401(K) FINDER |
| Filing Date | Wednesday, June 14, 2023 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Thursday, May 28, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 10, 2024 |
Trademark Statements
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment
management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive
investment account management software |
| Pseudo Mark | CAPITALIZE FOUR ZERO ONE K FINDER; CAPITALIZE FOUR HUNDRED ONE K FINDER |
| NOT AVAILABLE | "401(K) FINDER" |
| Goods and Services | Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 18, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 5, 2022 |
| First Use In Commerce Date | Wednesday, October 5, 2022 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 18, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, October 5, 2022 |
| First Use In Commerce Date | Wednesday, October 5, 2022 |
Trademark Owner History
| Party Name | Capitalize Money, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010
US |
| Party Name | Capitalize Money, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, MA 10016
US |
Trademark Events
| Event Date | Event Description |
| Saturday, June 17, 2023 | NEW APPLICATION ENTERED |
| Tuesday, July 18, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 5, 2024 | ASSIGNED TO EXAMINER |
| Friday, November 15, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 15, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 15, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 15, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, November 15, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 4, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 10, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 10, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 4, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, August 1, 2025 | SOU TEAS EXTENSION RECEIVED |
| Friday, August 1, 2025 | SOU EXTENSION 1 FILED |
| Friday, August 1, 2025 | SOU EXTENSION 1 GRANTED |
| Saturday, August 2, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, February 2, 2026 | SOU TEAS EXTENSION RECEIVED |
| Monday, February 2, 2026 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, May 28, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Sunday, February 1, 2026 | SOU EXTENSION 2 FILED |
| Thursday, May 28, 2026 | SOU EXTENSION 2 GRANTED |
| Monday, February 2, 2026 | USE AMENDMENT FILED |
| Thursday, May 28, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, May 28, 2026 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
