PERSONIFI
Live / Applied — Final refusal mailed (as of 09 Sept 2026)
What this means for you
Not registered yet, but its 15 Jan 2026 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
- 99596726
- Mark type
- Stylized text
- Filed
- 15 Jan 2026
- Attorney of record
- Yaakov Y. Citrin
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer application software for mobile phones, namely, software for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking recurring self-employed individual and household transactions, tracking self-employed individual and household cashflow, tracking and comparing personal finances month-to-month, creating and monitoring budgets, tracking self-employed individual and household net worth, creating and using self-employed individual and household financial reports, providing personalized self-employed individual and household financial insights, changing and implementing self-employed individual and household financial management changes, and providing self-employed individual and household tools, self-employed individual and household reports, and self-employed individual and household insights for personal financial management, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information.
- Class 036 — Insurance and financial services: Providing information for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking self-employed individual and household recurring transactions, tracking self-employed individual and household cashflow, tracking and comparing self-employed individual and household personal finances month-to-month, creating and monitoring self-employed individual and household budgets, tracking self-employed individual and household net worth, and creating and using self-employed individual and household financial reports, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information.
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for self-employed individuals and households for tracking and aggregating self-employed individual and household accounts, categorizing self-employed individual and household expenses, tracking recurring transactions, tracking cashflow, tracking and comparing self-employed individual and household personal finances month-to-month, creating and monitoring self-employed individual and household budgets, tracking self-employed individual and household net worth, creating and using self-employed individual and household financial reports, providing personalized self-employed individual and household financial insights, changing and implementing self-employed individual and household financial management changes, and providing self-employed individual and household tools, self-employed individual and household reports, and self-employed individual and household insights for personal financial management, none of the foregoing including loan servicing or financial intermediary services, and none of the foregoing including stock investing, crypto investing, or use of social peer information.
Owner
- Personifi LLC, Edison, NJ, US
Prosecution history
- 09 Sept 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 09 Sept 2026 — FINAL REFUSAL E-MAILED
- 09 Sept 2026 — FINAL REFUSAL WRITTEN
- 06 Aug 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 06 Aug 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 06 Aug 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 26 May 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 26 May 2026 — NON-FINAL ACTION E-MAILED
- 26 May 2026 — NON-FINAL ACTION WRITTEN
- 13 May 2026 — ASSIGNED TO EXAMINER
- 05 May 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 15 Jan 2026 — NEW APPLICATION ENTERED