| Serial Number | 98899535 |
| Word Mark | INSTAFI |
| Filing Date | Thursday, December 12, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, October 30, 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, November 18, 2025 |
| Goods and Services | Accounting services; consulting and information concerning accounting; accountant referrals; providing on-line trade directory services featuring real estate investment firms, hard money lenders, accounting firms, businesses providing financial and business consulting services, businesses providing outsourced business leadership, personnel and human resources administration, businesses providing compliance and fund management services, businesses providing data services, businesses providing brand and marketing services, businesses providing project profitability analytics, and businesses providing software development and integration services; on-line business directory listings featuring accounting firms, accountants, businesses providing real estate lending solutions, financial analytics, cost tracking, automated bookkeeping services, construction draw management, and other fintech-related services; general business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; tracking, comparing and monitoring corporate and project-level expenses for others for cost accounting purposes; providing business consulting and advisory services relating to project expense management, cost allocation, and procurement optimization; business consulting in the field of financial operations and process automation for real estate and lending operations. Administration of discount programs for enabling corporate participants to obtain discounts on goods and services through use of corporate physical and virtual credit, debit, charge and payment cards; promoting the membership and use of physical and virtual credit, debit, charge and payment card accounts through the administration of incentive award programs; providing incentive award programs through issuance and processing of loyalty points for purchase of a company's goods and services; promoting the goods and services of others by awarding purchase points for physical and virtual credit, debit, charge and payment card use; providing on-line trade directory services; on-line business directory listings featuring accounting firms, accountants, businesses providing financial and business consulting, project expense management, real estate lending solutions, data services, brand and marketing services, product development, compliance and fund management services, and software development services |
| Goods and Services | Providing temporary use of a web-based software application for controlling, monitoring, validating and categorizing credit, debit, charge and payment card transactions and virtual payment transmissions; providing non-downloadable software for automated bookkeeping, linking transactions to project budgets, streamlining compliance reporting, managing fund disbursements, and ensuring secure connectivity to third-party accounting platforms |
| Goods and Services | Magnetically encoded charge cards, credit cards, debit cards, and payment cards; credit, debit, charge, and payment cards containing an encoded electronic chip for enabling secure financial and commercial transactions; downloadable computer software for facilitating commercial transactions through electronic means via wireless networks, global computer networks, and mobile telecommunications networks; downloadable computer software for the electronic storage, transmission, presentation, verification, and authentication of credit, debit, charge, and payment cards; downloadable computer software for integration with accounting, bookkeeping, and project management platforms, enabling automated expense categorization, real-time budget tracking, and fund allocation linked to card transactions; downloadable mobile applications for monitoring transaction histories, project-level spending, and yield on deposit balances; downloadable software providing enhanced security measures, including tokenization and multifactor authentication for financial data and payment card information; downloadable application programming interfaces (APIs) enabling integration of payment card data with third-party financial, accounting, and compliance systems, and enabling automated draw management, expense approvals, and digital lending workflows |
| Goods and Services | Issuance of credit, debit, charge and payment cards; financing loans for business payments through use of corporate credit, debit, charge and payment cards; electronic payment services involving electronic processing and subsequent transmission of bill payment data; corporate cash management services; providing financial consulting and advisory services related to expense allocation, cost overrun detection, and cash flow optimization; providing online financial tools for analyzing lending portfolios, monitoring real estate project funding, and achieving higher risk-adjusted returns |
| 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 | Thursday, December 12, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 12, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, December 12, 2024 |
| Primary Code | 036 |
| 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 | Thursday, December 12, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | InstaFi Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chattanooga, TN 37408 |
| Event Date | Event Description |
| Thursday, December 12, 2024 | NEW APPLICATION ENTERED |
| Sunday, April 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 30, 2025 | ASSIGNED TO EXAMINER |
| Thursday, June 5, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, June 5, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, June 5, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 19, 2025 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Friday, September 19, 2025 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Friday, September 19, 2025 | TEAS REQUEST FOR REINSTATEMENT |
| Tuesday, October 14, 2025 | ASSIGNED TO PETITION STAFF |
| Thursday, October 16, 2025 | REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED |
| Wednesday, October 22, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, October 22, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 22, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 22, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |