USPTO trademark

ORIGIN AI ADVISOR

AllowedUSPTOWord markClass 9Class 36Class 42

"ORIGIN AI ADVISOR" is a word mark owned by Blend Financial Inc., filed at the USPTO on August 22, 2025. It has been allowed and covers classes 9, 36 and 42.

View Blend Financial Inc. portfolioGet this data via the API
Official USPTO record
ORIGIN AI ADVISOR trademark as filed
As filed with the USPTO
Status
Allowed
Since May 5, 2026
Filed
August 22, 2025
Registered
Not yet
Expires
Not recorded
Application no.
99352192
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
3 classes
Ownership

Who owns ORIGIN AI ADVISOR

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Blend Financial Inc.

Boston, United States

7 trademarks in the portfolioView company

Representative

Evan Brown

Neal & McDevitt, LLC

Goods and services

What the mark covers

The products and services ORIGIN AI ADVISOR is filed for, grouped by Nice class.

  • Downloadable software for personal financial planning, personal financial management, and personalized investment insights based on user risk profiles and suitability questionnaires; downloadable software for users to create personalized plans for financial wellness; downloadable mobile and desktop applications for budgeting, spend tracking, managing subscriptions, and cash flow analysis; downloadable software for investment tracking, including equities, bonds, retirement accounts, and thematic stock bundles; downloadable software for projecting net worth, retirement readiness, and life event modeling, including education, home purchases, and family planning; downloadable software for estate planning, namely, preparing wills and related documents; downloadable software using artificial intelligence (AI) for generating personalized budgets, forecasts, and recommendations; downloadable software using generative artificial intelligence (AI) for providing real-time financial insights and personalized financial advice

  • Personal financial planning and investment advisory services; financial consulting services using financial wellness tools to create personalized plans for financial wellness; providing a website featuring information in the field of financial wellness; financial management services, namely, budgeting, savings planning, investment tracking, and portfolio analysis; investment of funds for others, namely, automated index investing, thematic stock bundle investing, and high-yield cash account services; financial forecasting services, namely, projecting net worth, cash flow, and retirement readiness; estate planning services, namely, creation and management of wills and estate planning documents; financial management, namely, subscription and bill monitoring services; AI-assisted financial planning and advisory services providing recommendations based on user-specific financial data

  • Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to access and view information on compensation and salaries; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; software as a service (SaaS) services featuring software for personal financial planning, budgeting, forecasting, and investment tracking; providing temporary use of online, non downloadable software incorporating generative AI functionality for financial analysis, insights, and planning recommendations; providing temporary use of non-downloadable cloud-based software for consolidating user financial accounts and generating financial reports

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Noa e-mailed - sou required from applicant
  2. Official gazette publication confirmation e-mailed
  3. Published for opposition
  4. Notification of notice of publication e-mailed
  5. Approved for pub - principal register
  6. Examiner's amendment entered
  7. Notification of examiners amendment e-mailed
  8. Examiners amendment e-mailed
  9. Examiners amendment -written
  10. Teas/email correspondence entered

9 earlier steps on the official record.

FAQ

About ORIGIN AI ADVISOR

Who owns the trademark "ORIGIN AI ADVISOR"?

The USPTO trademark "ORIGIN AI ADVISOR" (application 99352192) is owned by Blend Financial Inc.

What is the status of "ORIGIN AI ADVISOR"?

Its status at the USPTO is: allowed.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull ORIGIN AI ADVISOR 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}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b17-2739-755d-b66c-d86d401ddf7f
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b17-2739-755d-b66c-d86d401ddf7f",
  "object": "trademark",
  "mark_text": "ORIGIN AI ADVISOR",
  "status": {
    "primary": "pending",
    "stage": "allowed"
  },
  "office_code": "US",
  "application_number": "99352192",
  "filing_date": "2025-08-22",
  "nice_classes": [
    9,
    36,
    42
  ],
  "owners": [
    {
      "name": "Blend Financial Inc.",
      "entity_id": "ent_019eb71c-303c-7226-bc1f-0adeb22e9173"
    }
  ]
}