FINANCIAL TECHNOLOGY FINTECH SERVICES

Brand Owner Address Description
THE COTERIE The Coterie.Me, Inc. 1448 Hamilton Avenue Palo Alto CA 94301 financial technology and fintech services in the nature of financing, fund management, and advisory services; financial technology and fintech asset management; investment advice; investment advisory services; investment consultancy; investment management; investment of funds; capital investment services; consultancy of capital investment; equity capital investment; funds investment; mutual fund investment; administration of investments, namely, investment of funds for others; Financial administration of investment funds; Global investment research services; monitoring of investment funds; provision of investment information; lending consultant services; commercial lending services; consumer lending services; estate planning; consulting and advisory services relating to estate planning; mortgage lending; mortgage brokerage; mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; mortgage advisory services; option services, namely, facilitating the trading and option contracts; financial services on the secondary market transactions, namely, the trading and option contracts; Mortgage lending; Trading in securities all of the foregoing excluding insurance related services;software as a service (saas) services featuring financial technology and fintech software for conducting financial risk analysis, business analysis, loan application analysis, credit analysis, and tax return analysis in the fields of financial services, lending, banking, underwriting, accounting all of the foregoing excluding insurance related services;
 

Where the owner name is not linked, that owner no longer owns the brand

    
Technical Examples
  1. The invention provides consumers with the services of multiple cards or accounts while allowing consumers to carry a single card, transponder, code and/or other access device. Because the card may access combined services such as financial transaction services and transportation services, the system may facilitate charging the financial account for the transportation services. The system may allow the consumer to use loyalty points or geographic based loyalty points to pay for the transportation services. The system may also limit the use of certain loyalty points based upon the geographic area for certain transportation services in certain geographic areas.