ZEEN

Live / Applied — Non-final action mailed (as of 10 Mar 2026)

What this means for you

Not registered yet, but its 23 Oct 2025 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
99458054
Mark type
Stylized text
Filed
23 Oct 2025
Attorney of record
Adam L. Brookman

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable mobile and web application software for autonomous personal financial management; Downloadable software for connecting multiple financial accounts, analyzing cash flow, and optimizing money movement; Downloadable software using artificial intelligence for budgeting, bill management, debt repayment, subscription management, and savings optimization; Downloadable computer software for automating financial transactions across bank accounts, credit cards, and digital wallets; Downloadable software for monitoring, analyzing, and reporting on financial transactions and account balances.
  • Class 036 — Insurance and financial services: Personal financial management services provided via a mobile app and website; Automated financial transaction services, namely, optimizing payments, transfers, and debt repayments; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single platform for analysis and optimization; Subscription management and bill negotiation services; Financial consulting services namely, providing budget planning, savings recommendations, and debt reduction strategies; Providing financial information, analysis, and insights to consumers via digital platforms.
  • Class 042 — Scientific and technological services: Software as a service (SaaS) featuring non-downloadable software for autonomous financial management; Platform as a service (PaaS) featuring computer software platforms for orchestrating AI agents, financial workflows, and policy-controlled money movement; Providing temporary use of online non-downloadable software for managing budgets, bills, savings, and subscriptions; Providing temporary use of online non-downloadable computer software for account aggregation, financial reporting, and optimization of money across multiple financial institutions; Hosting software platforms that enable users to monitor, approve, and automate financial decisions.

Owner

Prosecution history

  • 10 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 10 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 10 Mar 2026 — ASSIGNED TO EXAMINER
  • 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 23 Oct 2025 — APPLICATION FILING RECEIPT MAILED
  • 23 Oct 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy