RETIREMATE

Live / Allowed — Notice of allowance issued (as of 24 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 07 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number
99326443
Mark type
Stylized text
Filed
07 Aug 2025
Published for opposition
27 Jan 2026
Attorney of record
William A Loginov

Goods and services

  • Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software and software applications for retirement planning, accessing financial education resources, receiving personalized financial guidance, and connecting with financial planning professionals and retirement services using artificial intelligence and machine learning technologies; Software as a Service (SaaS) featuring software for conducting automated, chat-based financial assessments and providing related notifications for individuals preparing for retirement; Providing temporary use of non-downloadable AI-powered software tools for consumers and financial professionals to generate retirement planning insights based on proprietary and publicly available data, and guiding users through a personalized financial planning journey with or without human intervention; providing temporary use of non-downloadable AI-powered digital software platforms enabling fully autonomous customization and optimization of financial planning, retirement guidance, and financial literacy education for consumers, including interpreting user input, assessing financial readiness, recommending retirement planning strategies, and connecting to relevant financial information and resources with or without human involvement

Owner

Prosecution history

  • 24 Mar 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 27 Jan 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 27 Jan 2026 — PUBLISHED FOR OPPOSITION
  • 21 Jan 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 02 Jan 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 02 Jan 2026 — EXAMINER'S AMENDMENT ENTERED
  • 02 Jan 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 02 Jan 2026 — EXAMINERS AMENDMENT E-MAILED
  • 02 Jan 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 22 Dec 2025 — ASSIGNED TO EXAMINER
  • 17 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 07 Aug 2025 — APPLICATION FILING RECEIPT MAILED
  • 07 Aug 2025 — NEW APPLICATION ENTERED

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