Word

SET & SAVE

Status

Pending

Status Code

630

Status Date

Thursday, January 25, 2024

Serial Number

98376157

Mark Type

4000

Filing Date

Thursday, January 25, 2024

Trademark Owner History

Oportun, Inc.

Classifications

41 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

9 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

36 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

42 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

Trademark Events

Jan 25, 2024

New Application Entered