SET & SAVE - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 98376157
Serial Number
98376157
Word Mark
SET & SAVE
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-01-25
Filing Date
2024-01-25
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Statements
Goods and Services
Downloadable mobile application for financial services featuring intelligent savings solution using machine learning and artificial intelligence, online banking, transaction management, bill tracking and management, expense tracking and management, and account balance services and notifications, financial and bill payment alerts, savings account services deposit savings account management, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, push notifications, and other account services, retrieving financial account balances and financial transaction information via mobile phones, smart phones, and mobile telecommunication networks, long-term savings and investment services, including retirement accounts, and other intelligent assistance, planning and saving for personal financial goals
Goods and Services
Financial services featuring, intelligent savings solution using machine learning and artificial intelligence, financial management services; financial transaction services, budget planning and account balance services and notifications savings account services, namely, electronic fund transfer, bill payment, budgeting, budget balancing, savings account management, prize-linked savings, account balance account activity, and notifications and communications delivered via email, sms, in-app, chat, chat bot, and push notifications, financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single location for financial review and analysis; long-term savings and investment services, namely, retirement accounts; providing credit score services and other intelligent assistance; providing financial assessment and information, namely, helping others build a better working relationship with their money in the field of optimized financial solutions; providing an internet website and website portal assessable via mobile devices featuring information in the field of financial savings and investment including information helping to manage savings and debt, increase income and participate in optimized financial products; financial services, namely, savings account services and bill payment services provided through a website or mobile app
Goods and Services
Providing an internet website and website portal accessible via mobile devices featuring information in the field of money management and coaching services helping others to build a better working relationship with their money, helping managing debt, increase income and participate in optimized financial products, all provided via an internet website, via a mobile application portal, and via phone-in services
Goods and Services
Providing temporary use of online non-downloadable computer software the provision of financial services, namely, intelligent savings solution using machine learning and artificial intelligence, personal financial management, online banking, transaction management, financial planning, financial management, bill tracking and management, expense tracking and management, account balance services and notifications; deposit savings account services, namely, electronic fund transfer, bill payment, budgeting and budget balancing, savings account management, account balance and activity notification delivered via email, sms, in-app, and push notifications, and other account services featuring intelligent assistance
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 038, 026, 023, 036
Class Status Code
6 - Active
Class Status Date
2024-01-25
Primary Code
009
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 102, 101
Class Status Code
6 - Active
Class Status Date
2024-01-25
Primary Code
036
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
107, 100, 101
Class Status Code
6 - Active
Class Status Date
2024-01-25
Primary Code
041
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2024-01-25
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
Barry F. Soalt
Address
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Trademark Events
Event DateEvent Description
2024-01-25NEW APPLICATION ENTERED