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 99109035. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Thursday, June 12, 2025. This trademark is owned by Asseta AI Inc.. The THE INTELLIGENT FAMILY OFFICE SUITE trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information provided by electronic means in the field of investments, data analysis, risk assessment, and accounting; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing financial information via a website; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information
