Trademark Overview
On Wednesday, March 11, 2026, a trademark application was filed for SMART SWEEP with the United States Patent and Trademark Office. The USPTO has given the SMART SWEEP trademark a serial number of 99696340. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 11, 2026. This trademark is owned by CMG Financial Services. The SMART SWEEP trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SaaS) featuring software for banking account management and real-time financial optimization, namely, automating daily sweeps of deposited funds to higher-interest debts, managing withdrawals from lower-interest obligations to maintain spending liquidity, and providing a real-time dashboard with analytics, alerts, and simulation tools for debt and cash-flow management
Banking services; checking account services; financial services, namely, providing an account-based automated debt optimization program that applies deposited funds to reduce outstanding balances beginning with highest-interest obligations and reallocates funds from lower-interest obligations to maintain liquidity for transactions; financial information and advisory services provided via a real-time dashboard featuring interest savings, payoff pacing, projected debt-free dates, and alerts; provision of financial analysis and scenario modeling related to debt repayment and cash flow
