INVESTMENT CHECKUP

What this means for you

Not registered yet, but its 10 Nov 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

99488327

Mark type

Stylized text

Filed

10 Nov 2025

Attorney of record

Rachel A Rice

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software and computer application software for use in budgeting, managing money, and recording and tracking financial transactions for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use in retirement and tax planning; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for financial transaction processing and management; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for being used for managing financial records; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for managing payments, expenses and billing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers being used for the electronic exchange and management of financial, investing, and personal net worth data; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for use by financial service providers to obtain investment transaction and account information.; Downloadable computer software and computer application software being used for accessing databases, providing data analysis, creating data models, adjusting portfolio parameters, and providing recommendations based upon the foregoing for use on desktop computers, laptops, computers, mobile phones, tablet computers, and handheld computers for use by individuals and financial investment advisors in portfolio construction, portfolio allocation, sector analysis, portfolio modeling and portfolio rebalancing; downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers for online security and authentication, namely, account and identity management, security measures, and electronic safeguards protecting online accounts
• Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software and applications for accessing, maintaining, managing and reporting financial information, for use in the field of personal finance, investments and accounting; Providing temporary use of online non-downloadable software and applications for accessing deposit account, credit card account and other financial account information; Providing temporary use of online non-downloadable software and applications for budgeting, managing money, and recording and tracking financial transactions through linking accounts, accessing accounts and financial databases, analyzing financial data, generating predictions and forecasts being used to provide financial advice based on such data, and providing data-driven recommendations; Providing temporary use of online non-downloadable software and applications for configuring and receiving alert messages regarding account balances and transactions; Providing temporary use of online non-downloadable software and applications for online bill payment and electronic payment applications; Providing temporary use of online non-downloadable software and applications for financial planning and management, investment portfolio construction, and retirement planning and related applications being accessed by the user for use in managing, organizing, and sharing financial and investment data on a global computer network; Providing temporary use of online non-downloadable software and applications for tax planning and tax-related applications being used to calculate taxes; Enabling computer software and application hosting services, namely, hosting software programs and applications for use by others for managing, organizing, and sharing financial and investment data on a global computer network.; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of personal finance, accounting, bill payment, financial planning, retirement planning, investments and tax planning, all via computer and communication networks; Computer security consultancy being monitoring of computer systems for security purposes, namely, provide monitoring of broker, credit card and other financial accounts for security and identity threats; Computer security consultancy being providing financial fraud and identity theft protection services.

Owner

• Empower Annuity Insurance Company of America, Greenwood Village, CO, US

Prosecution history

• 20 Mar 2026 — ASSIGNED TO EXAMINER
• 10 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 10 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 10 Nov 2025 — NEW APPLICATION ENTERED