GleanMark

SMARTPROPOSAL Trademark

SMARTPROPOSAL is a USPTO trademark filed by Smartdata Wealth, Inc.. Status: Pending.

Trademark Facts

MarkSMARTPROPOSAL
Serial Number99375121
StatusPending
Filing Date2025-09-04
Mark TypeWord
Nice Classes042 (Software & IT)
OwnerSmartdata Wealth, Inc.

Goods & Services

Class 042: Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for brokerage account visualization, analytics,

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