| Serial Number | 98456325 |
| Word Mark | FINNY |
| Filing Date | Tuesday, March 19, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, August 26, 2025 |
| 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 | Tuesday, July 1, 2025 |
| Goods and Services | Downloadable computer programs and computer software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable database management software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable software in the nature of a mobile application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto. |
| Goods and Services | Lead generation services; providing business intelligence services; Electronic data collection and business analysis services using artificial intelligence for business purposes in the fields of finance, accounting, investment, wealth management, insurance and insurance brokerages and agencies; providing sales leads for others, specifically for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents; providing an online searchable database featuring business information and business contacts; providing a business database of information about prospective new clients and business intelligence and electronic data pertaining thereto for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents |
| Goods and Services | Providing online, non-downloadable software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing temporary use of a non-downloadable web application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing subscription-based temporary use of non-downloadable cloud-based software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Application service provider (ASP) featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 19, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, March 19, 2024 |
| Primary Code | 009 |
| 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 | Tuesday, March 19, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | FINNY AI, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Party Name | FINNY AI, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10036 |
| Event Date | Event Description |
| Tuesday, March 19, 2024 | NEW APPLICATION ENTERED |
| Tuesday, August 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 26, 2024 | ASSIGNED TO EXAMINER |
| Thursday, October 10, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 10, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, January 9, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, April 10, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 10, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 10, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, June 1, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 25, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 26, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, October 10, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, January 9, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |