CAPITALIZE ROLLOVER API Trademark
Trademark Overview
On Monday, March 23, 2026, a trademark application was filed for CAPITALIZE ROLLOVER API with the United States Patent and Trademark Office. The USPTO has given the CAPITALIZE ROLLOVER API trademark a serial number of 99718380. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, March 23, 2026. This trademark is owned by Capitalize Money, Inc.. The CAPITALIZE ROLLOVER API 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 | 99718380 |
| Word Mark | CAPITALIZE ROLLOVER API |
| Filing Date | Monday, March 23, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, March 23, 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 | NOT AVAILABLE |
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 ROLLOVER APPLICATION PROGRAMMING INTERFACE |
| 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 | Monday, March 23, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, March 23, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Capitalize Money, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 23, 2026 | NEW APPLICATION ENTERED |
| Monday, March 23, 2026 | APPLICATION FILING RECEIPT MAILED |
