INVESTING MADE BETTER
Live / Registered — Registered and renewed (as of 23 Oct 2025)
What this means for you
Registered since 07 Jul 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 07 Jul 2025).
Record
- Serial number
- 86384372
- Registration number
- 4767536
- Mark type
- Stylized text
- Filed
- 03 Sept 2014
- Published for opposition
- 21 Apr 2015
- Registered
- 07 Jul 2015
- Next maintenance due
- 07 Jul 2025
- Attorney of record
- Allison Strickland Ricketts, Esq.
Goods and services
- Class 036 — Insurance and financial services: Providing automated and customized personal financial management services, namely, user-directed management of personal financial accounts, daily monitoring of financial transactions and account balances, and budget and spending reporting; Financial services, namely, investment advisory services; securities brokerage services; online financial planning services; online financial valuations, information, research and investment recommendations
- Class 042 — Scientific and technological services: Providing on-line, non-downloadable, interactive software for managing investments; Providing on-line, non-downloadable, interactive software and applications for use in financial planning and management of investments and retirement savings
Owner
- Betterment Holdings, Inc., New York, NY, US
- Betterment Holdings, Inc., New York, NY, US
- Betterment Holdings, Inc., New York, NY, US
Prosecution history
- 02 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 23 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 23 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 23 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
- 28 Mar 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 28 Mar 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 28 Mar 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 07 Jul 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 27 Sept 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 27 Sept 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 27 Sept 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Jun 2021 — TEAS SECTION 8 & 15 RECEIVED
- 07 Jul 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED