ADVICE.AI Trademark

Trademark Facts

Goods & Services

Class 009: Downloadable computer software using artificial intelligence (AI) for generating business analysis reports; Downloadable computer software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate; Class 035: Analyzing and compiling business data for financial firms, namely compiling, normalizing, and reconciling client, estate, tax, and insurance information into unified records; Business organization and operation consultancy; Outsource service provider in the field of business analytics; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Class 036: Providing financial information and analysis; Providing financial information in the field of estate, wealth, tax, and cash-flow modeling; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Class 042: Software as a service (SAAS) services featuring software using artificial intelligence (AI) for generating business analysis reports; Software as a service (SAAS) services featuring software for financial professionals to aggregate, reconcile, and visualize estate, tax, insurance, and cash-flow data, model strategies, generate reports, and collaborate

Recent Prosecution Activity

USPTO Refusals on Record

• merely_descriptive
• standard_loc

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