| # | Country | Total Patents | |
|---|---|---|---|
| #1 | United States | 7 | |
| #2 | WIPO (World Intellectual Property Organization) | 2 | |
| #3 | Canada | 1 | |
| #4 | EPO (European Patent Office) | 1 | |
| #5 | India | 1 | |
| #6 | South Africa | 1 |
| # | Industry | |
|---|---|---|
| #1 | IT methods for management | |
| #2 | Computer technology | |
| #3 | Digital networks |
| # | Name | Total Patents |
|---|---|---|
| #1 | Caldwell John Ryan | 13 |
| #2 | Dewitt Brandon | 2 |
| #3 | Stien Brian | 2 |
| #4 | Knotts Ronald Brennan | 1 |
| #5 | Hopkins Jonathan R | 1 |
| Publication | Filing date | Title |
|---|---|---|
| WO2015095242A1 | Long string pattern matching of aggregated account data | |
| US2015081498A1 | Creating an intuitive visual plan for achieving financial goals | |
| US2015081499A1 | Providing financial transaction data to a user | |
| US2014344029A1 | Proactive bill pay method and system | |
| US2014337140A1 | Method and system for providing individually-tailored advertising analysis and motivation based on a user's personal financial management data |