U.S. federal trademark · Serial No. 99848369
Software as a Service (SaaS) featuring software for data integration, data normalization and data analytics in the field of private wealth management; providing online non-downloadable software for advisory firms in the field of private wealth management to aggregate and normalize financial data; Software as a Service (SaaS) featuring a marketplace for asset managers to market financial products to investment advisors; providing non-downloadable software for asset managers to market financial products to investment advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.