SMARTPROPOSAL Trademark

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 NON-FINAL ACTION - MAILED as of Friday, January 30, 2026. 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
smartproposal

General Information

Serial Number99375121
Word MarkSMARTPROPOSAL
Filing DateThursday, September 4, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, January 30, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Pseudo MarkSMART PROPOSAL
Goods and ServicesSoftware 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

Classification Information

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, September 4, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameSmartdata Wealth, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68114

Trademark Events

Event DateEvent Description
Thursday, September 4, 2025NEW APPLICATION ENTERED
Thursday, September 4, 2025APPLICATION FILING RECEIPT MAILED
Sunday, January 25, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, January 26, 2026ASSIGNED TO EXAMINER
Friday, January 30, 2026NON-FINAL ACTION WRITTEN
Friday, January 30, 2026NON-FINAL ACTION E-MAILED
Friday, January 30, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

smartproposal software featuring services service saas investment brokerage account financial displaying