FINNY

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 19 Mar 2024 filing date already counts against anyone who files later.

Record

Serial number

98456325

Mark type

Stylized text

Filed

19 Mar 2024

Published for opposition

01 Jul 2025

Attorney of record

Dyan Finguerra-DuCharme

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer programs and computer software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable database management software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; downloadable software in the nature of a mobile application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto.
• Class 035 — Advertising and business services: Lead generation services; providing business intelligence services; Electronic data collection and business analysis services using artificial intelligence for business purposes in the fields of finance, accounting, investment, wealth management, insurance and insurance brokerages and agencies; providing sales leads for others, specifically for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents; providing an online searchable database featuring business information and business contacts; providing a business database of information about prospective new clients and business intelligence and electronic data pertaining thereto for financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents
• Class 042 — Scientific and technological services: Providing online, non-downloadable software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing temporary use of a non-downloadable web application for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Providing subscription-based temporary use of non-downloadable cloud-based software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Software as a service (SAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto; Application service provider (ASP) featuring software using artificial intelligence for use by financial advisors, investment advisors, investment managers, portfolio managers, wealth managers, registered financial professionals, insurance brokers and insurance agents in customer relationship management (CRM) and lead generation and compiling and organizing business intelligence, identifying and evaluating prospective new clients, and storing, sharing, and analyzing electronic data pertaining thereto.

Owner

• FINNY AI, Inc., New York, NY, US
• FINNY AI, Inc., New York, NY, US

Prosecution history

• 19 Feb 2026 — TEAS STATEMENT OF USE RECEIVED
• 19 Feb 2026 — TEAS REQUEST TO DIVIDE RECEIVED
• 19 Feb 2026 — SOU TEAS EXTENSION RECEIVED
• 26 Aug 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 01 Jul 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 01 Jul 2025 — PUBLISHED FOR OPPOSITION
• 25 Jun 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 01 Jun 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 10 Apr 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 10 Apr 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 10 Apr 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 09 Jan 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
• 09 Jan 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
• 10 Oct 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 10 Oct 2024 — NON-FINAL ACTION E-MAILED