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
finadvisor

General Information

Serial Number99862746
Word MarkFINADVISOR
Filing DateWednesday, June 3, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, June 3, 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 MarkFINANCIAL ADVISOR
Goods and ServicesSoftware 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 MarkFINANCIAL ADVISER
Goods and ServicesOn-line financial planning services; Financial planning and investment advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, June 3, 2026
Primary Code036
First Use Anywhere DateTuesday, May 26, 2026
First Use In Commerce DateSaturday, May 30, 2026
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 DateWednesday, June 3, 2026
Primary Code042
First Use Anywhere DateTuesday, May 26, 2026
First Use In Commerce DateTuesday, May 26, 2026

Trademark Owner History

Party NameFinAdvisor Technologies Inc
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChelmsford, MA 01824
US

Trademark Events

Event DateEvent Description
Wednesday, June 3, 2026NEW APPLICATION ENTERED
Wednesday, June 3, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

finadvisor financial software services planning investment management personal saas service featuring