FINALISOS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 97291114
Serial Number
97291114
Word Mark
FINALISOS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-03-05
Filing Date
2022-03-02
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Statements
Goods and Services
Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for financial and investment accounts; providing temporary use of online non-downloadable interactive financial planning software; providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for financial and investment accounts; platform as a service (PAAS) featuring computer software platforms for use in on-line raising debt and equity capital for others, private placements of hedge funds, private equity funds, venture capital funds, securities and derivatives, mergers, acquisitions, divestitures, deal structuring, financial valuations, investment banking, and investment vehicle placement agent services; platform as a service (PAAS) featuring computer software platforms for use in on-line trading of securities and portfolio management in the fields of financial services and investment services; platform as a service (PAAS) featuring computer software platforms for client onboarding, namely, multi-factor authentication, centralized secure database, and profile management; platform as a service (PAAS) featuring computer software platforms for distribution, namely, investor accreditation, displaying funds and deals, and auditable tracking of materials; platform as a service (PAAS) featuring computer software platforms for transparent and seamless digital subscription, namely, digital subscription processing, track fundraising pipeline; and secure document depository; platform as a service (PAAS) featuring computer software platforms for consolidated reporting and investor relations management, namely, monitoring investment performance, consolidated portfolio reporting, and automated notifications; platform as a service (PAAS) featuring computer software platforms for structured and managed pooling of assets, namely, aggregating smaller investments, secondary liquidity, and reducing operational costs; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of financial services and investment services; software as a service (SAAS) services comprised of computer software for use in viewing fund tombstones, reviewing fund materials, tracking and viewing investor activity, fundraising pipeline, and investor suitability data in the fields of financial services and investment services; software as a service (SAAS) services comprised of computer software for use in financial services, namely, financial restructuring services, and financial securities exchange services; software as a service (SAAS) services comprised of computer software for use in investment services, namely, investment advisory services, investment banking services, and investment management services; software as a service (SAAS) services comprised of computer software for use in advising and consulting in the fields of securities, finance, investments, brokering and mutual funds; software as a service (SAAS) services comprised of computer software for use in automatic fund reporting, namely, providing customizable analytics and insights for investors; and providing a website featuring on-line non-downloadable software that enables users to organize, secure, and transfer investor data to the fund administrator to comply with industry regulations in the fields of financial services and investments services; platform as a service (PaaS) featuring computer software to facilitate a trusted execution environment (TEE)
Classification Information
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2022-03-05
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
DAVID I. GREENBAUM
Address
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Trademark Events
Event DateEvent Description
2022-03-05NEW APPLICATION ENTERED IN TRAM