INVESTCLOUD
Filed: July 14, 2014
Cloud computing featuring software for use in management and storage of financial information
Owned by: InvestCloud, Inc.
Serial Number: 86336381
INVESTCLOUD BLUE
Filed: April 27, 2022
Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial…
Owned by: InvestCloud, Inc.
Serial Number: 97384696
INVESTCLOUD ORANGE
Filed: April 27, 2022
Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in…
Owned by: InvestCloud, Inc.
Serial Number: 97384712
INVESTCLOUD BLACK
Filed: April 27, 2022
Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of…
Owned by: InvestCloud, Inc.
Serial Number: 97384729
INVESTCLOUD GREEN
Filed: April 27, 2022
Software as a service (SAAS) services featuring software for automated financial trading and accounting
Owned by: InvestCloud, Inc.
Serial Number: 97384747
INVESTCLOUD WHITE
Filed: May 26, 2023
Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading…
Owned by: InvestCloud, Inc.
Serial Number: 98015117
INVESTCLOUD PINK
Filed: May 26, 2023
Software as a service (SAAS) services featuring software for tracking and managing personal finances
Owned by: InvestCloud, Inc.
Serial Number: 98015149
IC PINK
Filed: May 31, 2023
Downloadable computer software for tracking and managing personal finances; Downloadable computer software for storing,…
Owned by: InvestCloud, Inc.
Serial Number: 98021661
INVESTCLOUD
Filed: July 19, 2024
Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service…
Owned by: InvestCloud, Inc.
Serial Number: 98657701
INVESTCLOUD WEALTH CONNECTED
Filed: July 19, 2024
Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service…
Owned by: InvestCloud, Inc.
Serial Number: 98657731
WEALTH CONNECTED
Filed: July 19, 2024
Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service…
Owned by: InvestCloud, Inc.
Serial Number: 98657745
PRIVATE MARKETS ACCOUNT
Filed: October 10, 2024
Software as a service (SAAS) services featuring software for planning, reporting, analyzing, trading, accounting and portfolio…
Owned by: InvestCloud, Inc.
Serial Number: 98794319
PMA
Filed: October 10, 2024
Software as a service (SAAS) services featuring software for planning, reporting, analyzing, trading, accounting and portfolio…
Owned by: InvestCloud, Inc.
Serial Number: 98794329
PRIVATE MARKETS ACCOUNT (PMA)
Filed: October 10, 2024
Software as a service (SAAS) services featuring software for planning, reporting, analyzing, trading, accounting and portfolio…
Owned by: InvestCloud, Inc.
Serial Number: 98794334
WELOC
Filed: March 5, 2025
Software as a service (SAAS) services featuring software for supporting the procurement of loans from third parties based…
Owned by: InvestCloud, Inc.
Serial Number: 99069412
WEALTH EQUITY LINE OF CREDIT
Filed: March 5, 2025
Software as a service (SAAS) services featuring software for supporting the procurement of loans from third parties based…
Owned by: InvestCloud, Inc.
Serial Number: 99069433
PPMA
Filed: March 17, 2025
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market…
Owned by: InvestCloud, Inc.
Serial Number: 99087560
PUBLIC AND PRIVATE MANAGED ACCOUNT
Filed: March 18, 2025
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market…
Owned by: InvestCloud, Inc.
Serial Number: 99091175
PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA)
Filed: March 18, 2025
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market…
Owned by: InvestCloud, Inc.
Serial Number: 99091185
