SMARTSOLUTIONS
Filed: January 15, 2025
Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment…
Owned by: Smartdata Wealth, Inc.
Serial Number: 98964996
SMARTACCOUNTS
Filed: February 20, 2025
brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99048719
SMARTHOLDINGS
Filed: February 20, 2025
Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99048720
FEE X-RAY
Filed: February 20, 2025
Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99048728
SMARTSAFE
Filed: February 27, 2025
account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99059202
SMARTDATA
Filed: April 1, 2025
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99114459
SMARTREVIEW
Filed: April 28, 2025
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99157912
BE SMART. GIVE US 60 SECONDS. WE COULD SAVE YOU 6 YEARS OFF YOUR RETIREMENT.
Filed: April 28, 2025
Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99157913
SMARTINSIGHTS
Filed: May 4, 2025
Software as a service (SAAS) services featuring software for gathering data on demographic information and financial portfolio…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99168592
AI-POWERED. HUMAN APPROVED.
Filed: May 4, 2025
Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial…
Owned by: Smartdata Wealth, Inc.
Serial Number: 99168851
