THE INTELLIGENT FAMILY OFFICE SUITE Trademark
Trademark Overview
On Friday, March 28, 2025, a trademark application was filed for THE INTELLIGENT FAMILY OFFICE SUITE with the United States Patent and Trademark Office. The USPTO has given the THE INTELLIGENT FAMILY OFFICE SUITE trademark a serial number of 99109032. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, September 23, 2025. This trademark is owned by Asseta AI Inc.. The THE INTELLIGENT FAMILY OFFICE SUITE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for integration of financial accounts; Computer systems integration services; Consulting services in the field of software as a service (SAAS); Platform as a service (PAAS) featuring computer software platforms for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment; Providing information relating to computer technology via a website; Providing information relating to electronic data storage services; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment; Software as a service (SAAS) services featuring software for business management, integrating...

General Information
| Serial Number | 99109032 |
| Word Mark | THE INTELLIGENT FAMILY OFFICE SUITE |
| Filing Date | Friday, March 28, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 23, 2025 |
| 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 | Tuesday, July 29, 2025 |
Trademark Statements
| NOT AVAILABLE | "FAMILY OFFICE SUITE" |
| Goods and Services | Application service provider featuring application programming interface (API) software; Application service provider featuring application programming interface (API) software for integration of financial accounts; Computer systems integration services; Consulting services in the field of software as a service (SAAS); Platform as a service (PAAS) featuring computer software platforms for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment; Providing information relating to computer technology via a website; Providing information relating to electronic data storage services; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment; Software as a service (SAAS) services featuring software for business management, integrating banking and investment data, accounting assistance, financial data analysis, and financial risk assessment |
Classification Information
| 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 | Friday, March 28, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Asseta AI Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Lewes, DE 19958 |
| Party Name | Asseta AI Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Lewes, DE 19958 |
Trademark Events
| Event Date | Event Description |
| Friday, March 28, 2025 | NEW APPLICATION ENTERED |
| Friday, March 28, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 28, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, June 12, 2025 | ASSIGNED TO EXAMINER |
| Friday, June 20, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, June 20, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, June 20, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, June 20, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, June 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 23, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 29, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 29, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 23, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, November 20, 2025 | TEAS STATEMENT OF USE RECEIVED |