AUDAREAI

What this means for you

Not registered yet, but its 11 Feb 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

99646801

Mark type

Stylized text

Filed

11 Feb 2026

Attorney of record

Aaron D. Hendelman

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable computer software and mobile applications using artificial intelligence (AI) for personal finance management, tracking and managing financial wellness by delivering personalized financial education and financial literacy content, budgeting, bill payment management and tracking, credit monitoring and optimization, tracking and managing competitive intelligence data and competitive data analysis, collecting and analyzing competitor product, rate, fee, and promotion data for lead generation purposes, tracking and managing data relating to cross-selling of financial and consumer products, financial planning, spending tracking, spending analysis, savings management, accessing training materials relating to financial literacy and education, payment method optimization and accessing information relating to payment method recommendations, financial rewards optimization, cash flow analysis, accessing training materials for financial coaching and decision support purposes, tracking and managing financial data for financial advisory purposes, financial analysis, regulatory compliance tracking and reporting, Community Reinvestment Act (CRA) compliance monitoring and reporting, low and moderate-income (LMI) customer tracking and reporting for CRA compliance, automated regulatory reporting and compliance management; downloadable software for managing digital payments methods and optimizing payment instrument selection; downloadable computer software and mobile applications for accessing financial calculators; downloadable chatbot software using artificial intelligence (AI) for financial advisory purposes by tracking and managing financial data, accessing training materials for financial coaching purposes, accessing training materials relating to financial literacy, and tracking and managing financial wellness by delivering personalized financial education content; downloadable computer software featuring an AI agent for personal finance management, budgeting, financial planning, and financial decision support by tracking and managing financial data; downloadable computer software featuring artificial intelligence (AI) technology for financial wellness assessment, tracking and managing marketing and prospective customer data for lead generation purposes, and personal finance management, namely, budgeting, tracking of personal financial data, bill payment optimization, credit monitoring and optimization, accessing information relating to payment method recommendations, accessing training materials relating to financial literacy and coaching, budget creation and tracking, budget guidance by tracking and managing budget data, cash flow management, cash flow guidance tracking and managing cash flow data, spend management, spend optimization, purchase management, income tracking and management, tax advice by tracking and managing tax-related financial data, tax management, small business accounts payable and accounts receivable management, small business cash flow management, and gig work financial management
• Class 042 — Scientific and technological services: Artificial intelligence as a service (AIAAS) services, platform as a service (PAAS) services, and software as a service (SAAS) services, all featuring software using artificial intelligence (AI) for personal finance management, tracking and managing financial wellness by delivering personalized financial education and financial literacy content, financial analysis, budgeting, bill payment management and tracking, credit monitoring and optimization, tracking and managing competitive intelligence data and competitive data analysis, collecting and analyzing competitor product, rate, fee, and promotion data for lead generation purposes, tracking and managing data relating to cross-selling of financial and consumer products, financial planning, spending tracking and analysis, savings management, accessing training materials for financial coaching purposes, tracking and managing financial data for financial advisory purposes, accessing training materials relating to financial literacy and education, financial decision support by tracking and managing financial data, payment method optimization and accessing information relating to payment method recommendations, financial rewards optimization, regulatory compliance tracking and reporting, Community Reinvestment Act (CRA) compliance monitoring and reporting, low and moderate income (LMI) customer tracking and reporting for CRA compliance, and automated regulatory reporting; providing temporary use of online non-downloadable software for personal finance management, budgeting, credit monitoring, tracking and managing competitive intelligence data, accessing training materials relating to financial literacy, tracking and managing financial wellness by delivering personalized financial education content, tracking and managing financial data for financial advisory purposes, financial decision support by tracking and managing financial data, and regulatory compliance management; providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for financial advisory purposes by tracking and managing financial data, accessing training materials for financial coaching purposes, accessing training materials relating to financial literacy, and tracking and managing financial wellness by delivering personalized financial education content; providing temporary use of online non-downloadable computer software featuring an AI agent for personal finance management, budgeting, financial planning, and financial decision support by tracking and managing financial data; platform as a service (PAAS) services and software as a service (SAAS) services, all featuring software for accessing information in the fields of finance, financial planning, budgeting, credit management, and financial wellness; providing temporary use of non-downloadable computer software featuring an AI agent for personal finance management, budgeting, financial planning, and financial decision support by tracking and managing financial data; providing temporary use of non-downloadable computer software featuring artificial intelligence (AI) technology for financial wellness assessment, tracking and managing marketing and prospective customer data for lead generation purposes, and personal finance management, namely, budgeting, tracking of personal financial data, bill payment optimization, credit monitoring and optimization, accessing information relating to payment method recommendations, accessing training materials relating to financial literacy and coaching, budget creation and tracking, budget guidance by tracking and managing budget data, cash flow management, cash flow guidance by tracking and managing cash flow data, spend management, spend optimization, purchase management, income tracking and management, tax advice by tracking and managing tax-related financial data, tax management, small business accounts payable and accounts receivable management, small business cash flow management, and gig work financial management

Owner

• Audare AI Inc, San Jose, CA, US

Prosecution history

• 11 Sept 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 11 Sept 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 11 Sept 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 11 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 11 Jun 2026 — NON-FINAL ACTION E-MAILED
• 11 Jun 2026 — NON-FINAL ACTION WRITTEN
• 11 Jun 2026 — ASSIGNED TO EXAMINER
• 10 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 23 Apr 2026 — TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
• 23 Apr 2026 — TEAS VOLUNTARY AMENDMENT RECEIVED
• 11 Feb 2026 — APPLICATION FILING RECEIPT MAILED
• 11 Feb 2026 — NEW APPLICATION ENTERED