SOFI INVEST COACH
"SOFI INVEST COACH" is a word mark owned by Social Finance, LLC, filed at the USPTO on August 15, 2025. It has been allowed and covers classes 9, 35, 36, 39 and 42.
- Status
- Allowed
- Since June 2, 2026
- Filed
- August 15, 2025
- Registered
- Not yet
- Expires
- Not recorded
- Application no.
- 99340482
- Registration no.
- Not yet
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 5 classes
Who owns SOFI INVEST COACH
The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.
Owner
Social Finance, LLC
San Francisco, United States
Representative
Jillian M. Taylor
Blank Rome LLP
What the mark covers
The products and services SOFI INVEST COACH is filed for, grouped by Nice class.
downloadable mobile applications for financial planning, account tracking, spending tracking, and to coordinate and manage financial, investment, and banking services; downloadable mobile applications for providing information in the fields of banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services; downloadable mobile applications for providing access to banking services, financial services, investment services, retirement plan services, real estate services, insurance services, and product and service discount services
credit card registration services; promoting the goods and services of others by awarding purchase points for credit or debit card use; promoting the goods and services of others by means of a loyalty rewards program; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to insurance brokers, agents and agencies interested in those requests; travel lead collection and matching namely, matching consumer requests for travel bookings collected over the internet to travel agencies and travel providers
mobile payment processing services, namely, credit card and debit card transaction processing services via mobile electronic devices; issuing credit cards; processing of credit card payments; credit card transaction processing services; providing personal loans and lines of credit; financing of personal loans; providing working capital financing to small businesses and small business owners; providing education loans; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; home equity loans; providing home equity lines of credit; auto loan origination services; loan refinancing service; loan refinancing services, namely, auto loan refinancing, home loan refinancing, student loan refinancing, undergraduate and graduate education loan refinancing, medical and dental residency loan refinancing, parent loan refinancing, law school loan refinancing, masters of business administration loan refinancing; student loan services, namely, servicing of student loans; providing student loan information; providing financial information services to students; online banking services; electronic financial trading and financial investment brokerage services; investment by electronic means; credit scoring services; financial information services in the fields of property value, debt, and spending; financial advisory services; financial advisory services rendered using artificial intelligence (AI); financial advisory services in the field of budgeting and spending tracking, and recommendations; financial advisory services in the field of investment portfolio insights, analysis, and recommendations; financial investment brokerage, investment management, and financial advice services in the fields of stocks, retirement account, bonds, options, commodities, futures, currencies, and securities; estate planning services; insurance agency and brokerage services
Travel booking agency services
software as a service (saas) featuring software using artificial intelligence for financial planning, providing financial recommendations, financial account tracking, spending tracking, and to coordinate and manage financial and banking services
What has happened so far
Steps recorded by the USPTO, newest first.
- Noa e-mailed - sou required from applicant
- Official gazette publication confirmation e-mailed
- Published for opposition
- Notification of notice of publication e-mailed
- Approved for pub - principal register
- Teas/email correspondence entered
- Correspondence received in law office
- Teas request for reconsideration received
- Notification of final refusal emailed
- Final refusal e-mailed
10 earlier steps on the official record.
About SOFI INVEST COACH
Who owns the trademark "SOFI INVEST COACH"?
The USPTO trademark "SOFI INVEST COACH" (application 99340482) is owned by Social Finance, LLC.
What is the status of "SOFI INVEST COACH"?
Its status at the USPTO is: allowed.
Get this data via the API
Everything on this page comes from the Signa API. Pull SOFI INVEST COACH and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2b11-b703-76ab-a737-1d2f2cedac1e
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2b11-b703-76ab-a737-1d2f2cedac1e",
"object": "trademark",
"mark_text": "SOFI INVEST COACH",
"status": {
"primary": "pending",
"stage": "allowed"
},
"office_code": "US",
"application_number": "99340482",
"filing_date": "2025-08-15",
"nice_classes": [
9,
35,
36,
39,
42
],
"owners": [
{
"name": "Social Finance, LLC",
"entity_id": "ent_019eb70a-44ff-70ba-a395-e88a7f6b4082"
}
]
}