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
