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Official data from USPTO

INVESTING MADE BETTER

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

INVESTING MADE BETTER

ST13

US500000086384372

Class

36, 42

Filing

86384372

Registration

4767536

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

36

Latest update

02/03/2026

Trademark type

Word

Nice classes

36, 42

Filing date

09/03/2014

Registration date

07/07/2015

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/23/2025

Last transaction

02/03/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

09/01/2014

First use in commerce

09/01/2014

Drawing code

4

Owner type

03

Owner location

New York, NY

Examiner

BURKE, LAUREN

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Betterment Holdings, Inc.

Representatives

Allison Strickland Ricketts, Esq. FROSS ZELNICK LEHRMAN & ZISSU, P.C.

Technical classification

Nice Classes

Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Providing automated and customized personal financial management servicesuser-directed management of personal financial accountsdaily monitoring of financial transactions and account balancesbudget and spending reporting; Financial servicesinvestment advisory services; securities brokerage services; online financial planning services; online financial valuationsinformationresearch and investment recommendations

Class 42

Providing on-linenon-downloadableinteractive software for managing investments; Providing on-linenon-downloadableinteractive software and applications for use in financial planning and management of investments and retirement savings

Publications

History of USPTO decisions and trademark events.

36 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

02/02/2026

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

10/23/2025

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

10/23/2025

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

10/23/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/20/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

07/01/2025

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

03/28/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

03/28/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

03/28/2025

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/07/2024

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

09/27/2021

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

09/27/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/27/2021

E815

TEAS SECTION 8 & 15 RECEIVED

06/14/2021

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

07/07/2020

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

12/11/2019

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

12/11/2019

CORV

REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED

04/05/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/31/2017

R.PR

REGISTERED-PRINCIPAL REGISTER

07/07/2015

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/21/2015

PUBO

PUBLISHED FOR OPPOSITION

04/21/2015

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/01/2015

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

03/17/2015

ALIE

ASSIGNED TO LIE

03/16/2015

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/23/2015

XAEC

EXAMINER'S AMENDMENT ENTERED

02/23/2015

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

02/23/2015

GNEA

EXAMINERS AMENDMENT E-MAILED

02/23/2015

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/23/2015

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

01/07/2015

GNRT

NON-FINAL ACTION E-MAILED

01/07/2015

CNRT

NON-FINAL ACTION WRITTEN

01/07/2015

DOCK

ASSIGNED TO EXAMINER

12/15/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/13/2014

NWAP

NEW APPLICATION ENTERED

09/06/2014

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