Financial advisory services rendered using artificial intelligence (AI)

Financial advisory and consultancy services, namely, financial analysis and research services; providing financial information via a website.

Loan origination services specializing in commercial equipment; Financial services, namely, providing commercial lending secured by equipment assets; Financing services, namely, providing equipment lease financing for commercial and industrial equipment; Loan origination services, namely, providing working capital loans to businesses

Loan origination services specializing in commercial equipment; Financial services, namely, providing commercial lending secured by equipment assets; Financing services, namely, providing equipment lease financing for commercial and industrial equipment; Loan origination services, namely, providing working capital loans to businesses

Real estate management consultation

Business management and advice; tax consulting and preparation services; accounting services

Providing temporary use of on-line non-downloadable software for medical billing; Providing on-line, non-downloadable, Internet-based software application for medical billing for physicians and health care institutions; Application service provider, namely, hosting, managing, developing, analyzing, and maintaining applications, software, and web sites, of others in the fields of healthcare, benefits programs, employee productivity, risk management; Providing online non-downloadable software f...

Charitable foundation services, namely, providing financial assistance for programs and services of others

Providing artificial intelligence and agentic artificial intelligence-based services for accounting and tax assistance, namely, for assistance with tax filing preparation, tax consulting, business financial process management, as well as accounting and auditing tasks, all for use by businesses and tax preparation firms; Providing an online searchable database featuring business, tax, accounting, and competitive intelligence information for tax, accounting, and business professionals for busin...

Financial administration of Financial & Real Estate Services

Debt recovery and collection agencies

Charitable fundraising services by means of a website where donors search for and make monetary donations to specific charities or projects; Charitable fundraising services by means of organizing and conducting special events

Real estate agency services; Real estate valuation services; Real estate valuations; Real estate appraisal and valuation; Appraisal of real estate; Real estate consultancy; Financial valuation of personal property and real estate; Real estate acquisition services; Land acquisition, namely, real estate brokerage; Providing real estate listings via the Internet; Real estate brokerage of commercial properties

Business finance brokerage services

Cryptocurrency trading services; Cryptocurrency trading hardware

Real estate lending services; Real estate acquisition services; Lease of real estate; Financial due diligence services in the field of real estate; Real estate management consultation; Real estate rental services, namely, rental of residential housing; Real estate investment services; Real estate management services; Real estate management of industrial outdoor storage facilities; commercial properties; properties used to supply aggregates such as sand, stone, and building aggregates; propert...

Providing financial information; Financial management; Credit counseling services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial affairs and monetary affairs, namely, financial information, management and analysis services

Charitable fundraising services by means of musical concerts

Charitable fundraising services by means of a website where donors search for and make monetary donations to specific charities or projects aimed at animal rescue, foster, veterinary expenses and care; Charitable services, namely, fundraising services by means of organizing special events for animal rescue, foster, veterinary expenses and care

Securing capital for manufacturing operations; Identifying and evaluating corporate acquisition opportunities; Preparing and distributing ESG (environmental, social and governance) reporting; Managing corporate structuring; Managing corporate governance; Tax consultation and preparation services; liaising with investors, regulators and other external stakeholders; promoting its brands to investors; strategic oversight; management oversight. Preparation of financial data for compliance and rep...

Investment management services, financial retirement planning, financial planning, financial investment planning and estate planning services

Investment advisory services; Investment risk assessment services; Financial advisory services rendered using artificial intelligence (AI); Providing information regarding financial investment strategies

Regulatory compliance consulting in the field of retirement plan administration

Regulatory compliance consulting in the field of retirement plan administration

Billing services in the field of healthcare; Data management services for use in debt collection, namely, electronic data collection and on-line claims management

Regulatory compliance consulting in the field of retirement plan administration

Business networking; Organizing business networking events in the field of Providing a platform for real estate development deal submissions, evaluation, and connecting developers with investors and capital providers; business networking services in the field of real estate development and investment; facilitating real estate investment opportunities.

Hosting of blockchain databases

Regulatory compliance consulting in the field of retirement plan administration

Real estate investment services; Commercial and residential real estate agency services; Venture capital fund management; Management of a capital investment fund; Capital investment; Investment of funds; Hedge fund investment services

Providing public bath facilities

Cryptocurrency trading services provided via decentralized exchanges (DEXs); Cryptocurrency trading services; Cryptocurrency exchange services; Cryptocurrency swapping services; Cryptocurrency exchange services featuring blockchain technology; Providing information in the field of cryptocurrency exchange price quotations via a data feed

providing business information to businesses and legal entities in the field of financial instruments and transactions; compilation and systemization of business and legal entity information and data into computer databases; trade repository services, namely, the collection, maintenance, management, recordkeeping and reporting of information relating to derivatives transactions into computer databases for regulatory compliance; issuance, collection, maintenance, management, and dissemination ...

Real estate title insurance underwriting services; Financial services, namely, estate settlement services; Insurance agency and brokerage

Platform as a service (PAAS) featuring computer software platforms for use by financial professionals to provide financial and insurance services for their clients

Insurance services, namely, underwriting, issuing and administration of life insurance; Payment processing services in the field of life insurance payments

Financial information provided by electronic means in the field of Electronic money transfer services; digital payment processing services; global remittance services; online and mobile application-based money transmission services; foreign currency exchange services.

Real estate brokerage; Real estate consultation; Real estate listing; Real estate consultancy; Real estate management; Real estate lending services; Real estate acquisition services; Real estate management consultation; Appraisal of real estate; Rental of real estate; Real estate agent services; Real estate agency services; Real estate property management; Providing real estate listings and real estate information via the Internet; Providing real estate listings and real estate information vi...

Consumer lending services

Banking services

philanthropic services, namely, providing charitable grants to others for use in environmental, social, governance, and health-care initiatives

Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Analyzing and compiling data for measuring the performance of financial markets

Venture capital services, namely, providing financing to emerging and start-up companies; Private equity fund investment services; management of venture capital investment funds

Providing information to families of wealth in the field of finance, namely, providing education, insights, advice, research, and educational materials related to family wealth management, wealth planning, trusts and estates planning, retirement planning, philanthropic planning, lifestyle financial planning, family engagement and governance, life events, business succession, and financial learning frameworks for families; Conducting and sharing proprietary finance-related research with famili...

Insurance carrier services

Financial valuation

Financial planning and investment advisory services

Securities-based lending

Financing of real estate development projects; Facilitating and arranging for the financing of Social impact real estate development projects; Financial advisory and consultancy services, namely, capital stack engineering and alternative funding source identification for social impact real estate development projects

Franchise services, namely, offering business management assistance in the establishment and operation of insurance and consulting agencies