ORIGIN AI ADVISOR
Live / Allowed — Published for opposition (as of 10 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 22 Aug 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99352192
- Mark type
- Stylized text
- Filed
- 22 Aug 2025
- Published for opposition
- 10 Mar 2026
- Attorney of record
- Evan Brown
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling, including education, home purchases, and family planning; downloadable software for estate planning, namely, preparing wills and related documents; downloadable software using artificial intelligence (AI) for generating personalized budgets, forecasts, and recommendations; downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial advice
- Class 036 — Insurance and financial services: Personal financial planning and investment advisory services; financial consulting services using financial wellness tools to create personalized plans for financial wellness; providing a website featuring information in the field of financial wellness; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment of funds for others, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; financial management, namely, subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data
- Class 042 — Scientific and technological services: Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) services featuring software for personal financial planning, budgeting, forecasting, and investment tracking; providing temporary use of online, non downloadable software incorporating generative AI functionality for financial analysis, insights, and planning recommendations; providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reports
Owner
- Blend Financial Inc., Boston, MA, US
- Blend Financial Inc., Boston, MA, US
Prior registrations
Prosecution history
- 10 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Mar 2026 — PUBLISHED FOR OPPOSITION
- 04 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 11 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 11 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
- 11 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 11 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
- 11 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
- 09 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 09 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 09 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 14 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 14 Jan 2026 — NON-FINAL ACTION E-MAILED
- 14 Jan 2026 — NON-FINAL ACTION WRITTEN
- 07 Jan 2026 — ASSIGNED TO EXAMINER