Trademark Overview
On Wednesday, January 8, 2025, a trademark application was filed for INVEST4U with the United States Patent and Trademark Office. The USPTO has given the INVEST4U trademark a serial number of 98945224. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, October 8, 2025. This trademark is owned by PENCHECKS, INC.. The INVEST4U trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for automated, algorithm-driven financial planning and investment management services assisting users in optimizing contributions to retirement accounts, identifying investment preferences, and generating customized, diversified investment portfolios; Software as a service (SAAS) services featuring software for automated financial decision making, namely, dividend reinvestment, portfolio rebalancing, tax-loss harvesting, and dynamic risk adjustment based on proximity to retirement; Software as a service (SAAS) services featuring software for providing analytical reporting, criteria-based messaging, and personalized financial insights.
