HOLISTICOS Trademark
HOLISTICOS is a USPTO trademark filed by HolisticOS, LLC. Status: Pending.
Trademark Facts
| Mark | HOLISTICOS |
|---|---|
| Serial Number | 99779318 |
| Status | Pending |
| Filing Date | 2026-04-22 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | HolisticOS, LLC |
| Attorney of Record | Michael E. Broms |
| Prosecution Events | 2 |
| Latest Event | MAFR on 2026-04-22 |
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; Software as a service (SAAS) services featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms