# Trade Mark Journal No.2026/031 31 July 2026

## WO0000001928167 (9,35,36,39,42)

Office of origin: United States of America

Date of International Registration:13 February 2026
Date of designation in the UK: 13 February 2026

International priority date claimed: 15 August 2025 (United States of America) (99340443)

Class 9
  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.
Class 35
  Administrative services relating to credit card registration; 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.
Class 36
  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 services; 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 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.
Class 39
  Travel booking agency services.
Class 42
  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.

Social Finance, LLC

Representative: Jillian M. Taylor Blank Rome LLP, One Logan Square, 8th Floor, Philadelphia PA 19103, UNITED STATES OF AMERICA