Trade Mark Journal No.2026/044 30 October 2026

UK00004455517 5 October 2026 (9,35,36,42)

Harmonist

Class 9
Downloadable software for the collection, processing, generation, understanding, analysis, searching, visualisation and presentation of data; downloadable software featuring artificial intelligence for research, information retrieval, document generation and report writing; downloadable software featuring artificial intelligence for the review, analysis, summarisation and error checking of data and documents; downloadable software featuring artificial intelligence for the automation, execution and management of tasks, workflows and communications; downloadable software featuring artificial intelligence agents, chatbots and virtual assistants; downloadable software featuring artificial intelligence that supports and performs financial tasks for use by financial advisers, financial planners, wealth managers, banks and financial services businesses, including client prospecting, client onboarding, financial planning, suitability assessment, portfolio analysis and regulatory compliance; downloadable mobile applications for personal financial management, investing and retirement planning; downloadable electronic publications in the fields of financial services and artificial intelligence; none of the aforesaid being for use in human resources management, recruitment, personnel placement, personnel management, personal development, vocational guidance, career development, coaching, training of personnel, team development or leadership development, and none being audio signal processors, effects units or electronic apparatus for use with musical instruments.
Class 35
Business research and business intelligence services; business data analysis; analysis and compilation of business data; compilation and systematisation of data into computer databases; market research and market analysis; lead generation services, namely the identification and qualification of prospective clients; provision of commercial information concerning companies and individuals for business purposes; outsourcing services [business assistance], namely the preparation of client documentation and financial planning reports, client data management and compliance record-keeping on behalf of financial advisers, financial planners and wealth managers; advisory, support, consultancy and information services relating to all the aforesaid; none of the aforesaid being human resources consultancy, recruitment, personnel placement, personnel management consultancy, personal development, vocational guidance, career development, coaching, training of personnel, team development or leadership development.
Class 36
Financial services; investment services; wealth management services; investment advisory services; automated investment advisory services; financial planning services; pension and retirement planning services; personal financial management services; provision of financial information, research and analysis, including via online platforms and mobile applications; preparation of financial reports and analyses for third parties; provision of information relating to financial planning, investments, pensions and retirement provision; advisory, support, consultancy and information services relating to all the aforesaid.
Class 42
Software as a service [SaaS] and platform as a service [PaaS] for the collection, processing, generation, understanding, analysis, searching, visualisation and presentation of data; software as a service [SaaS] featuring artificial intelligence for research, information retrieval, document generation and report writing; software as a service [SaaS] featuring artificial intelligence for the review, analysis, summarisation and error checking of data and documents; software as a service [SaaS] featuring artificial intelligence for the automation, execution and management of tasks, workflows and communications; software as a service [SaaS] featuring artificial intelligence agents, chatbots and virtual assistants; software as a service [SaaS] featuring artificial intelligence that supports and performs financial tasks for use by financial advisers, financial planners, wealth managers, banks and financial services businesses, including client prospecting, client onboarding, financial planning, suitability assessment, portfolio analysis and regulatory compliance; software as a service [SaaS] for personal financial management, investing and retirement planning; design and development of computer software and artificial intelligence systems; research in the field of artificial intelligence; advisory, support, consultancy and information services relating to all the aforesaid; none of the aforesaid being for use in human resources management, recruitment, personnel placement, personnel management, personal development, vocational guidance, career development, coaching, training of personnel, team development or leadership development.

Saldo Labs GmbH

Representative: Tomás Herrmann