Trademark Overview
On Monday, July 21, 2025, a trademark application was filed for HAZEL with the United States Patent and Trademark Office. The USPTO has given the HAZEL trademark a serial number of 99294259. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, March 10, 2026. This trademark is owned by Altruist Corp. The HAZEL trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Platform as a service (PaaS) featuring non-downloadable software for use by financial professionals for workflow automation and administrative support in the field of financial advisory services, namely, financial planning support tools, portfolio analysis support tools, financial research support tools, and financial and investment-related administrative tools; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative and operational tasks for financial professionals; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for automating administrative tasks, namely, automating meeting scheduling and preparation, notetaking, corresponding with clients, and syncing client interactions with a customer relationship management (CRM) platform; Artificial intelligence as a service (AIaaS) featuring software using artificial intelligence for analyzing data and interacting with financial ad...
