WEALTHLENS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 98207714
Serial Number
98207714
Word Mark
WEALTHLENS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-10-06
Filing Date
2023-10-03
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Statements
Goods and Services
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
Goods and Services
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
Goods and Services
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
Goods and Services
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
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2023-10-06
Primary Code
009
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2023-10-06
Primary Code
035
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2023-10-06
Primary Code
036
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
2023-10-06
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
LYNN M. JORDAN
Address
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Trademark Events
Event DateEvent Description
2023-10-06NEW APPLICATION ENTERED