FIDUCIARY-GRADE AI Trademark

Trademark Overview


On Thursday, April 2, 2026, a trademark application was filed for FIDUCIARY-GRADE AI with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY-GRADE AI trademark a serial number of 99740814. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, April 2, 2026. This trademark is owned by Thomson Reuters Canada Limited. The FIDUCIARY-GRADE AI trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, Education & Entertainment Services, Computer & Software Services & Scientific Services, Personal, and Legal & Social Services categories with the following description:

Electronic publishing services, namely, publication of online electronic publications in the field of legal matters, including publications generated by artificial intelligence; providing information and advisory services relating to electronic publishing in the field of legal matters; online news reporting services in the field of business law

Downloadable computer software for legal research featuring artificial intelligence; downloadable computer software for integrating legal research applications with computer operating systems and desktop software featuring artificial intelligence; downloadable computer software for document management featuring artificial intelligence; downloadable computer software for legal documents and legal matter management featuring artificial intelligence; downloadable computer software for accessing, sharing, scanning and searching files featuring artificial intelligence; downloadable computer software for managing electronic media and information via computer and communication networks featuring artificial intelligence; downloadable computer software for collaboration, project management, and workflow featuring artificial intelligence; downloadable cloud computing software providing web-based access to applications and services through a web operating system or portal interface featuring arti...

Providing artificial intelligence and agentic artificial intelligence-based services for assistance with financial planning, management, and research; providing online searchable databases for use by accountants and tax professionals for financial planning, management, and research, including finance-related content, news, and reports in the fields of domestic and international taxation, accounting, and financial auditing, utilizing artificial intelligence, voice command and recognition, and speech-to-text conversion

Providing an online searchable database featuring business, legal, tax, accounting, and competitive intelligence information for legal, tax, accounting, and business professionals for business research purposes utilizing information retrieval, analytics, classification, voice command and recognition, speech to text conversion, and artificial intelligence; compiling and indexing business information in databases for 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

Software-as-a-service (SaaS) services featuring artificial intelligence for legal database search and retrieval, legal document generation and automation, and legal research and text generation; providing temporary use of non-downloadable software for law firms to store and share documents and exchange information with third parties involved in legal matters; providing online non-downloadable software featuring artificial intelligence for building outlines with citations in standard formats; design, development, programming, and maintenance of software for the collection, editing, organizing, modifying, bookmarking, transmission, storage, and sharing of documents, data, and information via computer and communication networks; application service provider (ASP) services, namely, hosting software applications for others for the foregoing purposes; creating websites for virtual communities to organize groups and events, participate in discussions, and engage in social, business, and commu...

Providing legal information services, namely, analyzing, evaluating, editing, and drafting legal documents for others; providing legal research information and analysis to lawyers and legal professionals; providing recommendations and reports on legal authorities and citations based on user input; providing online databases featuring legal information for litigation support, namely, organization of discovery documents, pleadings, case law, document drafting, and trial preparation; providing online databases featuring information on judges, courts, damages, attorneys, law firms, and case types; providing online information regarding the research history of lawyers and legal professionals; providing online legal analysis in the field of business law
fiduciary-grade ai

General Information


Serial Number99740814
Word MarkFIDUCIARY-GRADE AI
Filing DateThursday, April 2, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, April 2, 2026
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


Pseudo MarkFIDUCIARY GRADE ARTIFICIAL INTELLIGENCE
Pseudo MarkFIDUCIARY GRADE AI
Goods and ServicesElectronic publishing services, namely, publication of online electronic publications in the field of legal matters, including publications generated by artificial intelligence; providing information and advisory services relating to electronic publishing in the field of legal matters; online news reporting services in the field of business law
Goods and ServicesDownloadable computer software for legal research featuring artificial intelligence; downloadable computer software for integrating legal research applications with computer operating systems and desktop software featuring artificial intelligence; downloadable computer software for document management featuring artificial intelligence; downloadable computer software for legal documents and legal matter management featuring artificial intelligence; downloadable computer software for accessing, sharing, scanning and searching files featuring artificial intelligence; downloadable computer software for managing electronic media and information via computer and communication networks featuring artificial intelligence; downloadable computer software for collaboration, project management, and workflow featuring artificial intelligence; downloadable cloud computing software providing web-based access to applications and services through a web operating system or portal interface featuring artificial intelligence; downloadable virtual data room software, legal due diligence software, collaboration software, and publishing software featuring artificial intelligence; downloadable computer software featuring artificial intelligence for use on tax form preparation tasks in the accounting field; downloadable computer software featuring artificial intelligence for client income tax related data collection, organization, and management; downloadable computer software featuring artificial intelligence for use in connection with audit workflow, namely, dynamic workflow processes for audits of financial statements; downloadable computer programs featuring artificial intelligence that provide tax and financial data to be used for regulatory compliance research and analysis for corporate taxpayers and professionals; downloadable electronic publications, namely, news bulletins, journals, practice notes, and document checklists, in the fields of law, tax, auditing, and accounting featurin
Goods and ServicesProviding artificial intelligence and agentic artificial intelligence-based services for assistance with financial planning, management, and research; providing online searchable databases for use by accountants and tax professionals for financial planning, management, and research, including finance-related content, news, and reports in the fields of domestic and international taxation, accounting, and financial auditing, utilizing artificial intelligence, voice command and recognition, and speech-to-text conversion
Goods and ServicesProviding an online searchable database featuring business, legal, tax, accounting, and competitive intelligence information for legal, tax, accounting, and business professionals for business research purposes utilizing information retrieval, analytics, classification, voice command and recognition, speech to text conversion, and artificial intelligence; compiling and indexing business information in databases for 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
Goods and ServicesSoftware-as-a-service (SaaS) services featuring artificial intelligence for legal database search and retrieval, legal document generation and automation, and legal research and text generation; providing temporary use of non-downloadable software for law firms to store and share documents and exchange information with third parties involved in legal matters; providing online non-downloadable software featuring artificial intelligence for building outlines with citations in standard formats; design, development, programming, and maintenance of software for the collection, editing, organizing, modifying, bookmarking, transmission, storage, and sharing of documents, data, and information via computer and communication networks; application service provider (ASP) services, namely, hosting software applications for others for the foregoing purposes; creating websites for virtual communities to organize groups and events, participate in discussions, and engage in social, business, and community networking; providing temporary use of non-downloadable software for social networking, creating virtual communities, and transmitting multimedia content; hosting customized web pages featuring user-defined information and multimedia content; hosting web-based applications for cloud content management of business content; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for tax preparation tasks in the accounting field; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for data collection, organization, and management of client information used in income tax filings; Software as a Service (SaaS) services and providing temporary use of non-downloadable cloud-based and web-based software featuring artificial intelligence for audits workflow including dynamic workflow processe
Goods and ServicesProviding legal information services, namely, analyzing, evaluating, editing, and drafting legal documents for others; providing legal research information and analysis to lawyers and legal professionals; providing recommendations and reports on legal authorities and citations based on user input; providing online databases featuring legal information for litigation support, namely, organization of discovery documents, pleadings, case law, document drafting, and trial preparation; providing online databases featuring information on judges, courts, damages, attorneys, law firms, and case types; providing online information regarding the research history of lawyers and legal professionals; providing online legal analysis in the field of business law

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 DateThursday, April 2, 2026
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 DateThursday, April 2, 2026
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 DateThursday, April 2, 2026
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, April 2, 2026
Primary Code041
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 DateThursday, April 2, 2026
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, April 2, 2026
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameThomson Reuters Canada Limited
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressToronto, ON M5H 3H1
CA

Trademark Events


Event DateEvent Description
Thursday, April 2, 2026NEW APPLICATION ENTERED
Thursday, April 2, 2026APPLICATION FILING RECEIPT MAILED