LIFEHARBOR
Computer software for management of investment accounts
Owned by: Vestmark, Inc.
Serial Number: 78494809
UNIFIED WEALTH MANAGEMENT
Filed: September 19, 2014
Software as a service (SAAS) services featuring software for financial portfolio management, investment tracking, financial…
Owned by: Vestmark, Inc.
Serial Number: 86399939
VESTMARKONE
Filed: September 19, 2014
Software as a service (SAAS) services featuring software for financial portfolio management, investment tracking, financial…
Owned by: Vestmark, Inc.
Serial Number: 86399946
TAILORED ADVISORY PORTFOLIO
Filed: September 19, 2014
Software as a service (SAAS) services featuring software for managing investment accounts
Owned by: Vestmark, Inc.
Serial Number: 86399948
PORTFOLIOONE
Filed: September 19, 2014
Software as a service (SAAS) services featuring software for managing investment accounts
Owned by: Vestmark, Inc.
Serial Number: 86399951
TAP
Filed: September 19, 2014
Software as a service (SAAS) services featuring software for managing investment accounts
Owned by: Vestmark, Inc.
Serial Number: 86399953
VESTMARK
Filed: August 2, 2018
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and…
Owned by: Vestmark, Inc.
Serial Number: 88062525
VESTMARK VAST
Filed: January 24, 2022
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed…
Owned by: Vestmark, Inc.
Serial Number: 97234416
VAST PORTFOLIO SOLUTIONS
Filed: January 24, 2022
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed…
Owned by: Vestmark, Inc.
Serial Number: 97234421
VAST ADVISORY SOLUTIONS
Filed: January 24, 2022
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed…
Owned by: Vestmark, Inc.
Serial Number: 97234428
VAST PERSONALIZED PORTFOLIOS
Filed: January 24, 2022
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed…
Owned by: Vestmark, Inc.
Serial Number: 97234443
VAST WEALTH TECHNOLOGY
Filed: January 24, 2022
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed…
Owned by: Vestmark, Inc.
Serial Number: 97234452
PERSONALIZED INVESTING AT SCALE
Filed: February 15, 2022
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed…
Owned by: Vestmark, Inc.
Serial Number: 97268235
