Drawing for ZEEN

USPTO serial 99448940

ZEEN

Reviewed by CopyMark Law Group

Status 601
Filing date
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What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Adam L. Brookman

Adam L. Brookman Boyle Fredrickson, S.C.840 N. Plankinton AvenueMilwaukee, WI 53203United States

Goods and services

ClassDescriptionStatusFirst use
009Downloadable mobile and web application software for autonomous personal financial management; Downloadable software for connecting multiple financial accounts, analyzing cash flow, and optimizing money movement; Downloadable software using artificial intelligence for budgeting, bill management, debt repayment, subscription management, and savings optimization; Downloadable computer software for automating financial transactions across bank accounts, credit cards, and digital wallets; Downloadable software for monitoring, analyzing, and reporting on financial transactions and account balances.ACTIVE—
036Personal financial management services provided via a mobile app and website; Automated financial transaction services, namely, optimizing payments, transfers, and debt repayments; Financial data aggregation, namely, electronically collecting financial data from multiple accounts into a single platform for analysis and optimization; Subscription management and bill negotiation services; Financial consulting services namely, providing budget planning, savings recommendations, and debt reduction strategies; Providing financial information, analysis, and insights to consumers via digital platforms.ACTIVE—
042Software as a service (SaaS) featuring non-downloadable software for autonomous financial management; Platform as a service (PaaS) featuring computer software platforms for orchestrating AI agents, financial workflows, and policy-controlled money movement; Providing temporary use of online non-downloadable software for managing budgets, bills, savings, and subscriptions; Providing temporary use of online non-downloadable computer software for account aggregation, financial reporting, and optimization of money across multiple financial institutions; Hosting software platforms that enable users to monitor, approve, and automate financial decisions.ACTIVE—

Related trademarks

CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.

Prosecution history

DateCodeEventWhat it means
Nov 1, 2025MAB1ABANDONMENT NOTICE E-MAILED - EXPRESS ABANDONMENT—
Nov 1, 2025ABN1ABANDONMENT - EXPRESS MAILED—
Oct 31, 2025EXARTEAS EXPRESS ABANDONMENT RECEIVED—
Oct 19, 2025NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Oct 17, 2025MAFRAPPLICATION FILING RECEIPT MAILED—
Oct 17, 2025NWAPNEW APPLICATION ENTERED—

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