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Class 042: Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for business analytics; Software as a service (SAAS) services featuring artificial intelligence (AI) software for generating business analysis reports
Educational services, namely, workshops, classes, and coaching in the field of finance; Workshop, classes, and educational seminars in the field of couples' financial coaching, family finances, relationships and money, marriage and money; Writing of articles for periodicals other than for advertising or publicity; On-line journals, namely, blogs featuring personal finance information designed to educate consumers, mainly couples, on ways to manage their personal finances, earn extra money, make smart financial choices, enjoy greater financial freedom and saving money; online journals, namely, blogs, featuring online non-downloadable videos in the field of personal finance
Class 041: Coaching in the field of financial principles and money management, namely, conducting counseling and training in the form of web-based and in-person classes, seminars, and workshops in the field of financial coaching and distribution of educational materials in connection therewith
Providing, organizing, and operating an exclusive organization of finance executives composed of global members from a variety of fields and industry sectors, namely, providing business networking services; "FINANCE"
Class 036: Insurance underwriting services for all types of insurance; Insurance services, namely, writing property and casualty insurance; Insurance information
Advertising services, namely, promoting car dealerships of others; Advertising and marketing services, namely, promoting the goods and services of others; "FINANCE"
Class 036: Financial wellness program services, namely, providing financial advice and assistance to individuals, plan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site; financial wellness assessments in the nature of financial advice, management, and consulting, financial wellness counseling in the nature of financial advice, management and consulting, financial advisory and consultancy services, financial retirement plan consulting, financial planning, financial planning consultation, financial planning for retirement, financial risk management, retirement plan investment advising services, investment advisory services, and investment management services, all of the foregoing provided in connection with financial wellness programs as part of benefit plans for employees and plan participants
Computer software for mobile devices, namely, software for direct sales employees, contractors, or representatives to generate and receive price comparisons and information relating thereto; Advertising and marketing services, namely, promoting the goods and services of others, marketing the goods and services of others to consumers, and sales promotion services via direct solicitation by sales agents to consumers of the goods and services of others; Sales promotion services; Price comparison services; "FINANCE"; Providing web-based non-downloadable software and an online portal that enables users to engage in direct sales, price comparisons, advertising, and promotion of goods and services of others to consumers
Downloadable software for use in receiving tax and financial documents, and for use in uploading tax and financial documents and providing tax advice information, and for viewing account information; "FINANCE"
Class 041: Career coaching services; Providing a website featuring blogs and non-downloadable publications in the nature of articles and guides in the field(s) of seeking employment and working in the investment banking, private equity, and hedge fund industries; Providing online non-downloadable videos in the field of seeking employment and working in the investment banking, private equity, and hedge fund industries; Workshops and seminars in the field of career training for workers and prospective workers in the investment banking, private equity, and hedge fund industries
Software as a service (SAAS) services featuring design, development and implementation of software for providing public utility regulatory accounting, regulatory compliance analysis, regulatory compliance filing, and regulatory reporting; Software as a service (SAAS) services featuring design, development and implementation of software for providing public utility accounting services using generally accepted accounting principles (GAAP), GAAP analysis, GAAP reporting, and financial modeling for public utilities services
Entertainment services, namely, development, creation, production and post-production of website multimedia entertainment content; providing a website featuring games, news and information in the field of current events relating to personal finance, credit, financial planning, money management, and entertainment; Providing information and research in the field of finance and financial investments; providing a website featuring news and information in the fields of personal finance, credit, financial planning, and money management; Distribution of advertisements; advertising and marketing services, namely, distribution of advertising material in the nature of games, quizzes, and audiovisual entertainment featuring embedded advertisements and marketing messages in the fields of credit, financial services and personal finance; marketing services in the fields of credit, financial services and personal money management; marketing consulting, namely, tracking, spotting, and evaluating trends; market research services; providing business marketing information, namely, aggregating content from blogs, feeds, and/or news sources; advertising and marketing, namely, ranking and sorting media based on popularity and relevance for advertising purposes; providing tracking and mapping of consumer trends on computer networks for marketing purposes; providing marketing information services in the field of credit, financial services and personal finance for marketing purposes; dissemination of advertising matter; promoting the goods and services of others over the Internet through the identification and acceleration of online games, activities, and blogs that refer to said goods and services; providing online commercial information directory services also featuring hyperlinks to other websites; providing online commercial information directories via the Internet, intranets, wireless local area networks, wireless digital devices, and cellular phones; providing searchable online advertising information featuring the goods and services of others; providing searchable, targeted online commercial information directories in the field of credit, financial services and personal finance via the Internet; providing online buyers guide information in the field of credit, financial services and personal finance; promoting the goods and services of others by means of embedded audiovisual entertainment content, quizzes and games, and online consumer-to-consumer communications; promoting the goods and services of others by means of experiential marketing via the Internet; direct marketing, namely, organization of direct consumer-to consumer promotional and advertising campaigns via global computer networks; advertising and publicity services; advertising through all public communication means; developing promotional campaigns for business; referrals in the fields of credit, financial services and personal finance and entertainment; providing interactive product assessment services via Internet, for real world recommendations regarding credit, financial services and personal finance, namely, providing a web site featuring product ratings of the consumer goods and services of others in the field of credit, financial services and personal finance; Providing a website featuring technology that enables consumer-to-consumer referrals and recommendations in the field of credit, financial services and personal finance; providing a website featuring technology that enables the sharing of general product information from consumer-to-consumer
Providing temporary use of non-downloadable software for customers to get pre-approved and/or apply for credit for an automobile purchase or lease via the internet
Financial affairs, namely financial management and analysis services; financial services, namely, funds investment and electronic funds transfer services; raising of capital, namely, venture capital financing; venture capital fund capital investment services; provision of working capital credits and loans of all kinds, namely, student loans, temporary loans, personal loans, installment loans, lease-purchase loans, home equity loans, business loans; provision of business loans; monetary affairs, namely monetary exchange, electronic transfer of money; Insurance administration; currency trading and exchange services; financial management; financial management of reimbursement payments for others; financing services; Financial services, namely, on-line trading for others via the Internet of debt instruments and commodities related to debt collection; loan, credit, and lease-finance services, namely, credit bureau services, hire-purchase financing, lease-purchase financing, installment loans, securities-based lending, financing of loans, mortgage banking, surety services, bail-bonding services, bail-bonding guarantees; Debt recovery and factoring services, namely, debt collection agency services and debt factoring agency services; Financial information; financial data analysis; financial advice and consultancy services, namely, financial analysis, check verification, debt advisory services, financial information, financial consultancy, and repair cost evaluation; provision of advisory and consultancy services in relation to all of the aforesaid services
Educational services, namely, providing on-line classes and seminars in the field of finances and wealth management; Educational services, namely, providing classes, seminars, and conferences in the fields of finances and wealth management; Coaching in the field of finances; Providing educational mentoring services and programs in the field of finances and wealth management
Downloadable computer software for use by banks and credit unions in processing loan applications; downloadable computer software for originating loans; downloadable computer software for managing loan financing and loan applications; Providing a website featuring temporary use of on-line non-downloadable financial software for use by banks and credit unions in processing loan applications in order to efficiently increase and improve loan portfolios of clients; providing temporary use of on-line non-downloadable software for originating loans; software as a service (SaaS) services featuring software for use by banks and credit unions in processing loan applications; providing temporary use of non-downloadable cloud-based software for managing loan financing and loan applications
Training services relating to the use by merchants of automated customer credit check and payment plan solutions at point of sale; training services related to computer software, namely, on-site, in-house and web-cast training of others in the home, office and industrial services, property management, building maintenance and construction industries and markets on enterprise web based work flow management software and call center interface software; Downloadable application software for use at point of sale by merchants and their customers to facilitate the customers obtaining credit from financial institutions for the purchase of goods/services from the merchant and to facilitate payment to the merchant from financial institutions for the goods/services provided to their customers; Downloadable application software which assesses creditworthiness of potential borrowers, administers and documents loan agreements, manages loan payments and manages loan portfolios; Downloadable enterprise work flow management software, namely, software for managing the steps in sales-based transactions including lead management, quote generation, project status monitoring and marketing and customer communications; Downloadable call center interface software, namely, for assisting in the collection, storage, aggregation and analysis of client data; Operation of a website that provides information concerning point of sale automated payment plan solutions; advisory and consultancy services relating to the use by merchants of automated customer credit check and payment plan solutions at point of sale; Business management services for others, namely, managing the work flow provided by trades and tradespersons in the home, office and industrial services, property management, building maintenance and construction industries and markets; recruitment services for others, namely, recruiting trades and tradespersons for the home, office and industrial services, property management, building maintenance and construction industries and markets; telemarketing services, namely, the provision of call center and customer communication services to assist in the promotion, the retail and wholesale marketing and sale, the customer care, lead management and the order and job fulfillment of third party products and services; operation and management of telephone call centers for others, and consultancy services in the field of management of telephone call centers; consulting services to businesses seeking to enter into or expand their market share of the home installation services industry; Human resource risk management services for others, namely, criminal background checks and reference checks; Providing on-line, non-downloadable internet based software for use at point of sale by merchants and their customers to facilitate the customers obtaining credit from financial institutions for the purchase of goods/services from the merchant and to facilitate payment to the merchant from financial institutions for the goods/services provided to their customers; Providing on-line, non-downloadable internet based software which assesses creditworthiness of potential borrowers, administers and documents loan agreements, manages loan payments and manages loan portfolios; software as a service (SAAS) services, namely, hosting software for use at point of sale by merchants and their customers to facilitate the customers obtaining credit from financial institutions for the purchase of goods/services from the merchant and to facilitate payment to the merchant from financial institutions for the goods/services provided to their customers; software as a service (SAAS) services, namely, hosting software for use by financial institutions to assess creditworthiness of potential borrowers, administer and document loan agreements, manage loan payments and manage loan portfolios; application service provider (ASP) services featuring software for use at point of sale by merchants and their customers to facilitate the customers obtaining credit from financial institutions for the purchase of goods/services from the merchant and to facilitate payment to the merchant from financial institutions for the goods/services provided to their customers; application service provider (ASP) services featuring software for use by financial institutions to assess creditworthiness of potential borrowers, administer and document loan agreements, manage loan payments and manage loan portfolios; software as a service (SAAS) services, namely, hosting software solutions for use by participants in the home services industry, namely, in the fields of work flow, lead management and call centers
Providing services to potential institutional lenders by finding and screening potential individual borrowers; providing services to potential individual borrowers by matching them with potential institutional lenders; providing services to various manufacturers and service providers by screening their individual customers for creditworthiness and arranging financing for the manufacturers' and service providers' wares and services | Providing online non-downloadable Internet based software which assesses creditworthiness of potential borrowers, administers and documents loan agreements, manages loan payments and loan portfolio management
Advertising and marketing | Printing; Design printing for others | Visual design services in the nature of designing visual elements for on-line, broadcast, print, outdoor and other communication media
Class 042: Providing temporary use of non-downloadable, cloud-based software for processing commercial transaction documents and creating customized application links; Providing temporary use of non-downloadable, cloud-based software for tracking and managing the status of equipment sales transactions; Providing temporary use of non-downloadable, cloud-based software platforms for equipment dealers and sellers to manage commercial sales transactions and generate payment option applications for prospective purchasers
downloadable computer software and mobile applications for providing home and property owners with access to vendors for home improvement, maintenance, and repair services, real estate services, mortgage lending services, landscaping services, financial advisory services, and banking services; downloadable computer software and mobile applications for providing home and property owners with recommendations regarding upgrades and enhancements that will improve the value of the home or property; downloadable computer software and mobile applications for the purpose of networking home and property owners with mortgage coaches, certified financial advisors, local and regional banks, insurance companies, and retail partners; downloadable computer software and mobile applications for use in customer relationship management (crm); downloadable computer software and mobile applications for contact management, lead generation, communication between end-users and vendors, vendor management, tasks management, marketing, and customer service and support; downloadable computer software and mobile applications for use in creating a trusted ecosystem for clients that provides access to information regarding the homeownership journey; downloadable computer software and mobile applications for the management of regular home maintenance tasks by the homeowner; downloadable computer software and mobile applications for the management of personal tasks; downloadable computer software and mobile applications for the planning and management of major home maintenance tasks, remodels, upgrades, replacement or enhancement projects
software as a service (saas) services, namely, hosting software for use by others for use in personal financial planning and related services, namely, the origination and servicing of loans; software as a service (saas) services featuring software for use in evaluating, understanding, researching, applying for, processing, obtaining, and tracking loans, loan pre-qualifications, and loan pre-approvals; software as a service (saas) services featuring software for assessing and managing loan risk and collecting data analytics for loan processing, approval and compliance; software as a service (saas) services featuring software for collaborating and communicating between borrowers and lenders and others involved in personal financial planning and related services, namely, loan process, sharing of documents and information between borrowers and lenders and others involved in the loan process, and storing data, documents and records for applying for, pre-approving, underwriting, processing, and obtaining loans; software as a service (saas) services featuring software that enables borrowers to obtain personal financial information, credit reports, loan pricing, loan rates, and loan information; providing online non-downloadable software for consumer lending, financial analysis, financial planning, financial management, bill tracking and management, expense tracking and management, and financial goal tracking; software as a service (saas) services, featuring software for providing real time loan options, loan rates, calculators, loan approvals, loan underwriting without having to pull credit report; software as a service (saas) services featuring software for use in financial transactions sold to customers as white label software
Downloadable computer software and mobile applications for use in evaluating, understanding, researching, applying for, processing, obtaining, and tracking loans, loan pre-qualifications, and loan pre-approvals; downloadable computer software and mobile applications for assessing and managing loan risk and collecting data analytics for loan processing, approval and compliance; downloadable computer software and mobile applications for collaborating and communicating between borrowers, lenders, real estate agents, brokers, financial advisors, tax planners, insurance brokers, and others involved in financial planning and the loan process for sharing of documents and information between borrowers and lenders and others involved in financial planning and the loan process, and for storing data, documents and records for applying for, pre-approving, underwriting, processing, and obtaining loans, credit cards, and other consumer loan products for real estate and home purchase, lease, or rental,; downloadable computer software and mobile applications for enabling consumers and borrowers to obtain and store personal financial information, credit reports, loan pricing, loan rates, and loan information; downloadable computer software and mobile applications for enabling consumers and borrowers to calculate net worth, debt-to-income, and affordable market value; downloadable computer software and mobile applications for conducting consumer lending transactions; downloadable computer software and mobile applications for use in financial analysis, namely, financial planning, financial management, bill tracking and management, expense tracking and management, financial goal tracking, and financial risk awareness and management; downloadable computer software and mobile applications for use in personal financial management education; downloadable computer software and mobile applications for connecting and integrating with various third party products and services in the field of loan servicing; downloadable computer software and mobile applications for providing full-service financial management services; downloadable computer software and mobile applications for use in loan generation and lead generation based on customer personal financial data; all of the foregoing to assist the end-user in the home-ownership journey
Platform as a service (PAAS) featuring computer software platforms for spreadsheet users for financial planning and analysis; Software as a service (SAAS) services featuring software for financial planning and analysis; Software as a service (SAAS) services featuring software for financial planning and analysis for spreadsheet users
Class 035: Accounting services; Business consulting services; Account auditing; Financial auditing; Accounting consultation; Tax consultation; Promotion of financial and insurance services, on behalf of third parties; Bookkeeping
Class 035: Accounting services; Business consulting services; Account auditing; Financial auditing; Accounting consultation; Tax consultation; Promotion of financial and insurance services, on behalf of third parties; Bookkeeping
News reporting services in the field of financial news; Providing financial information, news, and commentary in the field of political campaigns; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing on-line news in the field of finance