Trademark Overview
On Thursday, September 4, 2025, a trademark application was filed for SMARTPROPOSAL with the United States Patent and Trademark Office. The USPTO has given the SMARTPROPOSAL trademark a serial number of 99375121. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, September 4, 2025. This trademark is owned by Smartdata Wealth, Inc.. The SMARTPROPOSAL trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies
