SET & SAVE Trademark
Trademark Overview
On Thursday, January 25, 2024, a trademark application was filed for SET & SAVE with the United States Patent and Trademark Office. The USPTO has given the SET & SAVE trademark a serial number of 98376157. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, August 22, 2024. This trademark is owned by Oportun, Inc.. The SET & SAVE trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:
Providing an internet website and website portal accessible via mobile devices featuring information in the field of money management and coaching services helping others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services
Downloadable mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, financial and bill payment alerts, savings account services deposit savings account management, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, push notifications, and other account services, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, long-term savings and investment services, including retirement accounts, and other intelligent assistance, planning and saving for personal financial goals
Financial services featuring, intelligent savings solution using machine learning and artificial intelligence, financial management services; financial transaction services, budget planning and account balance services and notifications savings account services, namely, electronic fund transfer, bill payment, budgeting, budget balancing, savings account management, prize-linked savings, account balance account activity, and notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications, financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; long-term savings and investment services, namely, retirement accounts; providing credit score services and other intelligent assistance; providing financial assessment and information, namely, helping others build a better working relationship with their money in the field of optimized financial soluti...
Providing temporary use of online non-downloadable computer software the provision of financial services, namely, intelligent savings solution using machine learning and artificial intelligence, personal financial management, online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and notifications; deposit savings account services, namely, electronic fund transfer, bill payment, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, and push notifications, and other account services featuring intelligent assistance
General Information
| Serial Number | 98376157 |
| Word Mark | SET & SAVE |
| Filing Date | Thursday, January 25, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, August 22, 2024 |
| 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Providing an internet website and website portal accessible via mobile devices featuring information in the field of money management and coaching services helping others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services |
| Goods and Services | Downloadable mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, financial and bill payment alerts, savings account services deposit savings account management, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, push notifications, and other account services, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, long-term savings and investment services, including retirement accounts, and other intelligent assistance, planning and saving for personal financial goals |
| Pseudo Mark | SET AND SAVE |
| Goods and Services | Financial services featuring, intelligent savings solution using machine learning and artificial intelligence, financial management services; financial transaction services, budget planning and account balance services and notifications savings account services, namely, electronic fund transfer, bill payment, budgeting, budget balancing, savings account management, prize-linked savings, account balance account activity, and notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications, financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; long-term savings and investment services, namely, retirement accounts; providing credit score services and other intelligent assistance; providing financial assessment and information, namely, helping others build a better working relationship with their money in the field of optimized financial solutions; providing an internet website and website portal assessable via mobile devices featuring information in the field of financial savings and investment including information helping to manage savings and debt, increase income and participate in optimized financial products; financial services, namely, savings account services and bill payment services provided through a website or mobile app |
| Goods and Services | Providing temporary use of online non-downloadable computer software the provision of financial services, namely, intelligent savings solution using machine learning and artificial intelligence, personal financial management, online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and notifications; deposit savings account services, namely, electronic fund transfer, bill payment, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, and push notifications, and other account services featuring intelligent assistance |
Classification Information
| 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, January 25, 2024 |
| Primary Code | 009 |
| 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, January 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 25, 2024 |
| Primary Code | 041 |
| 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, January 25, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Oportun, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Carlos, CA 94070 |
Trademark Events
| Event Date | Event Description |
| Thursday, January 25, 2024 | NEW APPLICATION ENTERED |
| Tuesday, July 30, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 21, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 22, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, November 19, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Tuesday, November 19, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, August 22, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, August 22, 2024 | NON-FINAL ACTION WRITTEN |
