U.S. federal trademark · Serial No. 98394666
Licensing of financial indices to others to facilitate financial analyses, comparisons, investment managing, and reporting.
SaaS tools, namely, software as a service (SAAS) services featuring software for managing, tracking, analyzing, comparing, and reporting investment portfolios; providing temporary use of online non-downloadable software to store, manage, track, analyze, compare and report financial investment data
Providing financial indices based on selected groups of securities, including investment funds; providing and updating financial indices; providing financial indices in the nature of quantitative measurements for analyzing the performance of investment funds; providing financial indices of select securities and investment funds to enable consumers to evaluate investments and market trends in the investment market; providing financial and investment information services, namely, trading analysis and financial information based on financial indices in the nature of a financial index comprising quantitative measurements for analyzing investor attitudes; calculating financial indices for investment funds, namely, providing and updating a financial index
Financial services namely wealth management services; investment management services; financial services, namely, coordination within a single account of an investment portfolio's maintenance, trading, and re-balancing needs; investment counselling services in the nature of financial consultation in the field of alternative financial strategies; investment advice in the field of alternative financial strategies; financial management of separated portfolio accounts and financial asset management services; mutual funds investment and capital investment; investment consultation services in the field of constructing investment portfolios; investment consultation services in the field of selecting financial assets for investments; investment consultation services in the field of selecting alternative assets and alternative assets funds for investment, including precious metals, collectibles, real estate, commodities, private equity, distressed securities, hedge funds, exchange funds, carbon credits, venture capital, film production, financial derivatives, cryptocurrencies, non-fungible tokens, tax receivable agreements, forestry and shipping; providing trading of investment funds based on financial indices; trading of investment funds index futures
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.