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 99109035. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 28, 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
the intelligent family office suite

General Information


Serial Number99109035
Word MarkTHE INTELLIGENT FAMILY OFFICE SUITE
Filing DateFriday, March 28, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, March 28, 2025
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


Goods and ServicesFinancial 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 28, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAsseta AI Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLewes, DE 19958

Trademark Events


Event DateEvent Description
Friday, March 28, 2025NEW APPLICATION ENTERED
Friday, March 28, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, March 28, 2025APPLICATION FILING RECEIPT MAILED