Word

WEALTHLENS

Status

Pending

Status Code

638

Status Date

Thursday, May 23, 2024

Serial Number

98207714

Mark Type

4

Filing Date

Tuesday, October 3, 2023

Trademark Owner History

Axioma Inc.

Classifications

9 Downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software platforms for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; downloadable computer software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction

36 Banking and financial services, namely, portfolio management, financial analysis and consultation; Financial portfolio management; financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Financial consultancy in connection with the aforesaid services; Professional financial consulting to financial institutions for organization and administration of banking and financial affairs; Provision of information on life insurance, brokerage, and financial information pertaining to financial estimates of committed capital, financial analyses and other financial appraisals; credit reporting services, namely, information services on credit facilities; Investment risk assessment services and reports associated therewith

35 Computerized database management; Database management services for others, namely, collecting, analyzing, updating and supplying data; Business consultancy in the investment management industry; Compiling, input and systematic ordering of information in the field of finance and capital market in computer databases; business risk management consultancy; Economic forecasting and analysis; Preparing business and financial reports for others; Business process outsourcing services in the fields of infrastructure, namely, outsource service providers in the field of business analytics; Computer-assisted business information retrieval and data processing in connection with stock exchange information; Systematization and composition of financial information and data in a computer database; data processing services in the field of securities information via computer; Recording of commercial information with regulatory agencies; Business statistical studies, namely, statistical analysis reporting services for business purposes; Regulatory submission management, namely, assisting others in gathering data, preparing and filing financial applications for submission to governmental regulatory bodies

42 Software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; design and development of computer software in the financial industry for others; providing temporary use of online non-downloadable software for analyzing data and regulatory reporting of data in the investment management industry

WEALTH LENS

Trademark Events

Oct 6, 2023

New Application Entered

Dec 1, 2023

Teas Voluntary Amendment Received

Oct 12, 2023

New Application Office Supplied Data Entered

May 23, 2024

Assigned To Examiner

Dec 20, 2023

New Application Office Supplied Data Entered