U.S. federal trademark · Serial No. 99718519
Downloadable computer communications software in the nature of a mobile application for investor engagement; Downloadable computer communications software in the nature of a mobile application for use in shareholder communications; Downloadable software in the nature of a mobile application that allows people or organizations to participate in shareholder voting, proxy voting, and to post and answer questions
Education and entertainment services, including namely, organizing, arranging and conducting investor relations events, conferences, seminars, and symposiums, for business, finance, or investor relations purposes
Providing an online platform to facilitate shareholder engagement, voting and investor communications; Software as a Service (SaaS) services featuring software for investor relations, shareholder engagement, broker communications, proxy processing, and shareholder voting systems to count and weigh votes; Application service provider featuring application programming interface (API) software for investor relations, shareholder engagement, broker communications, proxy processing, and shareholder voting systems to count and weigh votes; Providing an online non-downloadable computer software platform to facilitate shareholder engagement, voting and investor communications
Financial investment brokerage support services, namely, providing shareholder engagement communications tools, namely proxy processing, post-sale prospectus delivery, fund reports, and voluntary corporate actions, to support the broker-to-shareholder communications and company-to-shareholder engagement; Financial administration services in the nature of processing and managing shareholder proxies; Shareholder proxy services, namely, collecting and reporting shareholder votes in connection with financial investments; Shareholder communication services in the field of financial investments, namely, providing financial information about investments, shareholder engagement opportunities, and facilitating voting and investor communications to shareholders
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.