CAPITALIZE ROLLOVER API
Live / Applied — New application — not yet assigned to an examiner (as of 23 Mar 2026)
What this means for you
Not registered yet, but its 23 Mar 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
- 99718380
- Mark type
- Stylized text
- Filed
- 23 Mar 2026
- Attorney of record
- Kathleen M. Burch
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, assisting individuals with locating, establishing and managing retirement savings accounts, the foregoing expressly excluding lending and real estate activities of any kind
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for use in locating, managing and consolidating 401k retirement and investment plans; Providing temporary use of on-line non-downloadable computer software and providing online non-downloadable computer software platforms in the field of financial services, namely, for investment management and consolidation, investment tracking, and investment portfolio management; Providing temporary use of online non-downloadable interactive investment account management software
Owner
- Capitalize Money, Inc., New York, NY, US
Prosecution history
- 23 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 23 Mar 2026 — NEW APPLICATION ENTERED