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