CMG Financial Services

24 Marks

Corp.

First Filed:May 3, 2005Latest Filed:Mar 11, 2026Address:400, 3160 Crow Canyon Road, San Ramon, CA 94583, US

Portfolio Overview

Top Classes

Class 36

Insurance, Financial Services & Real Estate

20(83%)

Class 42

Software, IT Services & Scientific Research

4(17%)

Class 9

Electronics, Software & Scientific Equipment

1(4%)

TTAB Proceedings

Total Proceedings

As Plaintiff

2(50%)

As Defendant

2(50%)

Top Firms

Trademark Activity Timeline(2005 – 2026)

Trademark Portfolio

24 results

(current & previous marks)

Refine by Mark/Description🔽

Filed

Registered

Last Activity

SMART SWEEP

Service Mark

Word

PENDING

Owner:

Serial:99696340

Filed:Mar 11, 2026

Classes:36, 42

Description: Class 36: Banking services; checking account services; financial services, namely, providing an account-based automated debt optimization program that applies deposited funds to reduce outstanding balances beginning with highest-interest obligations and reallocates funds from lower-interest obligations to maintain liquidity for transactions; financial information and advisory services provided via a real-time dashboard featuring interest savings, payoff pacing, projected debt-free dates, and alerts; provision of financial analysis and scenario modeling related to debt repayment and cash flow
Class 42: Software as a service (SaaS) featuring software for banking account management and real-time financial optimization, namely, automating daily sweeps of deposited funds to higher-interest debts, managing withdrawals from lower-interest obligations to maintain spending liquidity, and providing a real-time dashboard with analytics, alerts, and simulation tools for debt and cash-flow management

FUND YOUR WAY HOME

Service Mark

Word

REGISTERED

Owner:

Serial:90527152

Filed:Feb 12, 2021

Classes:42

Registration:6994153

Registered:Mar 7, 2023

Description: Providing temporary use of online non-downloadable software for facilitating crowdfunding financial transactions; providing temporary use of online non-downloadable software for facilitating crowdfunding financial transactions allowing users to collect donations from third parties to raise money for a down payment on a home

HOMEFUNDIT

Service Mark

Word

REGISTERED

Owner:

Serial:90527133

Filed:Feb 12, 2021

Classes:42

Registration:7002977

Registered:Mar 21, 2023

UPIT

Service Mark

Word

REGISTERED

Owner:

Serial:90978900

Filed:Feb 12, 2021

Classes:42

Registration:7033857

Registered:Apr 25, 2023

Description: Providing temporary use of online non-downloadable software for facilitating financial transactions in the nature of cashback shopping; providing temporary use of online non-downloadable software for facilitating financial transactions allowing users to shop with partner companies and a percentage of the amount users spend with those partners will go towards a down payment for a house or property

UPIT

Trademark

Word

PENDING

Owner:

Serial:90527144

Filed:Feb 12, 2021

Classes:9

Description: Cashback shopping platform, namely, downloadable computer e-commerce software that allows users to perform electronic business transactions in the nature of cashback shopping via a global computer network; shopping platform in the nature of downloadable computer e-commerce software that allows users to perform electronic business transactions via a global computer network with partner companies and a percentage of the amount users spend with those partners will go towards a down payment for a house or property