Use GleanMark for a free trademark search powered by millions of USPTO records. See similar trademarks, filter results, and sign up for active monitoring.
Class 036: Business brokerage; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations
Class 035: Provision of an online marketplace for buyers and sellers of goods and services; Operating online marketplaces for buyers and sellers of legal services, accounting, payroll services, and financial services; Providing an on-line searchable database featuring referrals in the field of law, accounting, taxes, payroll, and finances; Lead generation services; Connecting buyers and sellers of financial assets; Connecting qualified service providers with consumers; Business acquisition and merger consultation; Providing insurance agent referrals; Financial statement preparation and analysis for businesses; Business management consulting and advisory services; Preparing financial reports for others; Class 036: Financial consulting; Strategic financial advisory services; Financial analysis and consultation; Insurance consultation; Financial consultancy and insurance consultancy; Financial consulting and advising in the field of mergers and acquisitions; Business finance brokerage services; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities; Financial valuation; Advice on fiscal valuations; Class 041: Education services, namely, providing live and on-line seminars, workshops, networking groups, events, and conferences in the field of business management and distribution of course materials in connection therewith; Business training consultancy services; Educational services, namely, providing educational speakers in the field of business management and mergers and acquisitions; Class 042: Providing temporary use of non-downloadable cloud-based software for online marketplace featuring referrals in the field of law, accounting, taxes, payroll, insurance, and finances; Software as a service (SAAS) services featuring software for providing mergers and acquisition advice and information, insurance advice and information, and financial planning advice and information
Business consulting services in the field of business performance, risk analysis, quality assurance and testing consulting; Managed service provider (MSP) services, namely, design of information technology infrastructure for others for the financial industry; Application development services in the nature of computer application software development; Application management services, namely, maintenance, technical support in the nature of troubleshooting computer software problems, design, enhancement in the nature of improving reliability, performance and security, upgrading and development of computer application software of others; Technical support services, namely, technology infrastructure, computer software platform, and computer software management in the nature of support request handling, incident management, incident triaging, defect resolution, workaround design, call handling, and troubleshooting services, all being help desk services relating to software; Consulting services to financial organizations for optimizing the use of software and software platforms; Cloud computing services, namely, cloud computing featuring software for providing virtual computer systems and virtual computer environments through cloud computing; Consulting services in the field of cloud computing; Software as a service (SAAS) services featuring software for assisting organizations in achieving operational efficiency and strategic objectives through the use of software and software platforms; Platform as a service (PAAS) featuring computer software platforms for creating, managing, and deploying cloud computing infrastructure services; Platform as a service (PAAS) featuring computer software platforms for data management, database management, business intelligence, analytics, flows, automations, journeys, business processes, microservices, task automation, artificial intelligence and machine learning, application programming interface (API) management and managed integrations, customer relationship management (CRM) solutions, and content creation, publication, support and hosting; Software as a service (SAAS) services featuring software for performance management, revenue opportunity identification, profitability gap analysis, process and operations improvement, customer acquisition and expansion, compiling and analyzing business intelligence, analytics, application programming interface (API) management and managed integrations, and customer relationship management (CRM) solutions; Software as a Service (SAAS) services featuring software for use in digital engagement, business process automation, task automation, customer experience, commerce, accounting, core financial applications, pricing and rating, risk assessment, core insurance applications, billing and revenue management, marketing automation, customer relationship management, customer service management, customer acquisition, onboarding and distribution management in the financial industry; business technology software consultation services; IT consulting services relating to installation, maintenance and repair of computer software
Class 036: Financial trading services, namely, trading of banknotes, circulating coins, and equivalent currencies; Currency trading services; Currency processing services, namely, sorting, counting, appraising, storing, and vaulting of banknotes, circulating coins, and equivalent fiat currencies.
Class 036: Financial trading services, namely, trading of banknotes, circulating coins, and equivalent currencies; Currency trading services; Currency processing services, namely, sorting, counting, appraising, storing, and vaulting of banknotes, circulating coins, and equivalent fiat currencies.
Financial planning and investment advisory services; Financial advice relating to tax; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing information in the field of wealth management
Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance; "FINANCIAL"; Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports
Class 041: Educational services, namely, conducting classes, seminars, workshops, and online presentations in the field of college affordability and paying for college, college scholarships and financial aid application process; College and career counseling services, namely, assisting students in finding colleges and universities, certificate programs, bootcamps or other educational opportunities and completing the application process; Admission consulting services, namely, consulting in the selection of universities and colleges and other educational programs
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial advisory and consultancy services; Financial consultancy services; Investment advice; Monitoring financial markets for investment purposes; Financial consultancy and insurance consultancy; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services
Class 036: Financial consulting services, namely, expert analysis in finance; Class 041: Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the fields of leadership development, social development, career development, professional development, personal development, financial literacy, and time management
Class 036: Financial advisory and consultancy services, namely, providing life insurance advisory and consultancy; Financial consultancy; Financial planning for retirement; Insurance consulting in the field of life insurance
Class 036: ATM banking services; check cashing; gift card transaction processing services; financial services, namely, providing an internet website portal in the field of financial transaction and payment processing services; issuing private label credit cards; all of the foregoing excluding financial investment services; all of the foregoing services provided at or in connection with retail store operations of the owner of the mark, its licensees and assigns; and none of the foregoing pertaining to financial services specifically directed to providers or consumers of surgical or non-surgical cosmetic procedures
Financial services, namely, providing consultation and assistance regarding retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, life insurance, wills and estate planning, gift planning and annuities, obtaining loans for the purpose of making purchases, undertaking construction or remodeling, refinancing, or establishing a credit line, capital stewardship campaigns, investing, stewardship, ministry investment accounts, property and casualty insurance, establishing and funding trusts, endowments, donor advised funds, wealth management, and asset protection; "FINANCIAL"
Class 036: (Based on Use) Mortgage brokerage services; Reverse mortgage brokerage services; Mortgage financing services; Financial services, namely, mortgage refinancing; Mortgage lending; Loan origination services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities (Based on Intent to Use) Financial planning and investment advisory services; Financial advisory services; Financial research and information services; Financial advisory and consultancy services, namely, providing advisory services in the field of mortgages and loans; Financial services, namely, loan default mitigation services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, mortgage planning
Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; financial wealth planning; investment advice; comprehensive life financial management services in the fields of investment management, cash management, debt management, insurance risk management, estate planning, and tax planning; financial management and distribution of pooled investment funds and segregated securities; financial services in the fields of investment, namely, securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, financial risk assessment services in the nature of assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; financial support services, namely, assisting clients with personal administrative matters such as bill payment and leasing of real property; Investment fund services, namely, retirement investment counseling, retirement investment portfolio financial management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio financial management; investment counseling; "FINANCIAL"
