Trademark Overview
On Friday, August 22, 2025, a trademark application was filed for ORIGIN AI FINANCIAL ADVISOR with the United States Patent and Trademark Office. The USPTO has given the ORIGIN AI FINANCIAL ADVISOR trademark a serial number of 99352173. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, August 22, 2025. This trademark is owned by Blend Financial Inc.. The ORIGIN AI FINANCIAL ADVISOR trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling (including education, home purchases, and family planning); downloadable software for estate planning, namely, preparing wills and related documents; AI-powered software for generating personalized budgets, forecasts, and recommendations; generative AI assistant software for providing real-time financial insights and personalized financial advice
Personal financial planning and investment advisory services; financial consulting services, namely, providing financial wellness tools to create personalized plans for financial wellness; providing a website featuring educational information in the field of financial wellness and financial education; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment services, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data
Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) featuring software for personal financial planning, budgeting, forecasting, and investment tracking; AI technology services, namely, providing generative AI functionality for financial analysis, insights, and planning recommendations; cloud-based software for consolidating user financial accounts and generating financial reports
