FieldBuilder.ai files trademark for AI-powered insurance and financial services platform

FieldBuilder.ai has filed a trademark – signaling plans to offer a mix of insurance, financial advisory, and AI-driven software tools.

The application, filed on April 15, 2026, outlines a broad platform spanning online financial planning, insurance brokerage advisory services, and coaching for financial professionals. On the technology side, the company describes software-as-a-service tools focused on advisor productivity and client management, alongside virtual assistant capabilities powered by artificial intelligence.

The filing also references a web-based platform delivering non-downloadable AI software tailored to financial services workflows, pointing to a product that blends distribution, advisory support, and automation.

Filed under classes covering financial services, education, and software, the trademark suggests FieldBuilder.ai is positioning itself as a full-stack solution for advisors, combining front-end client engagement with backend operational tools.