AIMEE

What this means for you

Not registered yet, but its 09 Feb 2022 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

97260248

Mark type

Stylized text

Filed

09 Feb 2022

Attorney of record

Janet Garetto

Goods and services

• Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for providing personalized financial coaching, access to coaches, tools, and educational resources and providing access to financial professionals for employees; software as a services (SAAS) services featuring software for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals; providing temporary use of on-line non-downloadable software for financial planning, financial coaching, retirement planning and financial management using artificial intelligence; providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans including providing temporary use of non-downloadable educational software featuring instruction in financial planning using artificial intelligence; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals using artificial intelligence; platform as a service (PAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a services (SAAS) services featuring software using artificial intelligence for providing personalized financial coaching and financial education, financial management, financial planning, assessing financial literacy and financial wellness, providing finance analytics, budgeting, employee and retirement benefits analysis and for analyzing personal financial data and generating reports in the fields of financial planning, savings, investment, personal finance and debt elimination, enabling individuals to assess, manage, and track their financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals; software as a service (SAAS) featuring software using artificial intelligence for enabling individuals to assess, manage, and track their personal financial goals, activities and behaviors, providing personalized financial coaching, access to coaches, tools, and educational resources, and providing access to additional financial professionals

Owner

• Financial Finesse, Inc., El Segundo, CA, US

Prosecution history

• 08 Nov 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 07 May 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 07 May 2025 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 06 Nov 2024 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 18 Dec 2023 — REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
• 20 Jun 2023 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
• 20 Jun 2023 — LETTER OF SUSPENSION E-MAILED
• 20 Jun 2023 — SUSPENSION LETTER WRITTEN
• 26 May 2023 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 25 May 2023 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 25 May 2023 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 25 Nov 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 25 Nov 2022 — NON-FINAL ACTION E-MAILED
• 25 Nov 2022 — NON-FINAL ACTION WRITTEN
• 22 Nov 2022 — ASSIGNED TO EXAMINER