FINADVISOR Trademark
Trademark Overview
On Wednesday, June 3, 2026, a trademark application was filed for FINADVISOR with the United States Patent and Trademark Office. The USPTO has given the FINADVISOR trademark a serial number of 99862746. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, June 3, 2026. This trademark is owned by FinAdvisor Technologies Inc. The FINADVISOR trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for personal financial management, investment analysis, tax optimization, and budgeting; Software as a service (SAAS) services featuring software for personal financial management and financial planning
On-line financial planning services; Financial planning and investment advisory services
General Information
| Serial Number | 99862746 |
| Word Mark | FINADVISOR |
| Filing Date | Wednesday, June 3, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, June 3, 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
| Pseudo Mark | FINANCIAL ADVISOR |
| Goods and Services | Software as a service (SAAS) services featuring software using artificial intelligence (AI) for personal financial management, investment analysis, tax optimization, and budgeting; Software as a service (SAAS) services featuring software for personal financial management and financial planning |
| Pseudo Mark | FINANCIAL ADVISER |
| Goods and Services | On-line financial planning services; Financial planning and investment advisory services |
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 | Wednesday, June 3, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 26, 2026 |
| First Use In Commerce Date | Saturday, May 30, 2026 |
| 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 | Wednesday, June 3, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, May 26, 2026 |
| First Use In Commerce Date | Tuesday, May 26, 2026 |
Trademark Owner History
| Party Name | FinAdvisor Technologies Inc |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chelmsford, MA 01824
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 3, 2026 | NEW APPLICATION ENTERED |
| Wednesday, June 3, 2026 | APPLICATION FILING RECEIPT MAILED |
