SOFI DEBT COACH

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 15 Aug 2025 filing date already counts against anyone who files later.

Record

Serial number

99340461

Mark type

Stylized text

Filed

15 Aug 2025

Published for opposition

07 Apr 2026

Attorney of record

Jillian M. Taylor

Goods and services

• Class 009 — Scientific and electric apparatus: downloadable mobile applications for financial planning, account tracking, spending tracking, and to coordinate and manage financial, investment, and banking services; downloadable mobile applications for providing information in the fields of banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services; downloadable mobile applications for providing access to banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services
• Class 035 — Advertising and business services: credit card registration services; promoting the goods and services of others by awarding purchase points for credit or debit card use; promoting the goods and services of others by means of a loyalty rewards program; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to insurance brokers, agents and agencies interested in those requests; travel lead collection and matching namely, matching consumer requests for travel bookings collected over the internet to travel agencies and travel providers
• Class 036 — Insurance and financial services: mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices; issuing credit cards; processing of credit card payments; credit card transaction processing services; providing personal loans and lines of credit; financing of personal loans; providing working capital financing to small businesses and small business owners; providing education loans; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; home equity loans; providing home equity lines of credit; auto loan origination services; loan refinancing service; loan refinancing services, namely, auto loan refinancing, home loan refinancing, student loan refinancing, undergraduate and graduate education loan refinancing, medical and dental residency loan refinancing, parent loan refinancing, law school loan refinancing, masters of business administration loan refinancing; student loan services, namely, servicing of student loans; providing student loan information; providing financial information services to students; online banking services; electronic financial trading and financial investment brokerage services; investment by electronic means; credit scoring services; financial information services in the fields of property value, debt, and spending; financial advisory services; financial advisory services rendered using artificial intelligence (AI); financial advisory services in the field of budgeting and spending tracking, and recommendations; financial advisory services in the field of investment portfolio insights, analysis, and recommendations; financial investment brokerage, investment management, and financial advice services in the fields of stocks, retirement account, bonds, options, commodities, futures, currencies, and securities; estate planning services; insurance agency and brokerage services
• Class 039 — Transportation and storage services: Travel booking agency services
• Class 042 — Scientific and technological services: software as a service (saas) featuring software using artificial intelligence for financial planning, providing financial recommendations, financial account tracking, spending tracking, and to coordinate and manage financial and banking services

Owner

• Social Finance, LLC, SAN FRANCISCO, CA, US

Prosecution history

• 01 Apr 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 10 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 09 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 09 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 09 Mar 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
• 11 Jan 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
• 11 Jan 2026 — FINAL REFUSAL E-MAILED
• 11 Jan 2026 — FINAL REFUSAL WRITTEN
• 14 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 14 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 14 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 19 Sept 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 19 Sept 2025 — NON-FINAL ACTION E-MAILED
• 19 Sept 2025 — NON-FINAL ACTION WRITTEN
• 19 Sept 2025 — ASSIGNED TO EXAMINER