Company Filing History:
Years Active: 2012
Title: Simon Levy: Innovator in Financial Technology
Introduction
Simon Levy is a notable inventor based in Sunnyvale, CA, who has made significant contributions to the field of financial technology. With a total of 2 patents, he has developed innovative methods that enhance the way users manage their financial goals and make purchasing decisions.
Latest Patents
Levy's latest patents include a "Method and system for providing real-time financial goal monitoring and analysis." This invention allows users to define budgetary and financial goals across various categories for specific time periods. By creating a merchant/category database, the system associates merchants with potential financial categories. When users access a merchant's website, the system identifies the merchant and retrieves relevant financial data, displaying the user's remaining balance in relation to their goals.
Another significant patent is the "Method and system for informing a user of the effect of a hypothetical purchase on the user's finances at the point of sale." This system analyzes the financial implications of a potential purchase by examining the user's budgetary goals and current spending. It provides users with a hypothetical remaining balance for the financial category associated with the product or service being considered, helping them make informed purchasing decisions.
Career Highlights
Simon Levy is currently employed at Intuit, Inc., a leading company in financial software and services. His work at Intuit has allowed him to apply his innovative ideas in a practical setting, contributing to the development of tools that assist users in managing their finances effectively.
Collaborations
Levy collaborates with talented individuals such as Ummulkiram Mohammed Dahodwala and Aaron Elias Berhanu, who contribute to the innovative environment at Intuit.
Conclusion
Simon Levy's contributions to financial technology through his patents demonstrate his commitment to improving financial management for users. His work continues to influence the way individuals interact with their finances, making him a significant figure in the industry.