UPSWOT
Live / Registered — Registered (as of 08 Nov 2022)
What this means for you
Registered since 08 Nov 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90902611
- Registration number
- 6892748
- Mark type
- Design + words
- Filed
- 25 Aug 2021
- Published for opposition
- 23 Aug 2022
- Registered
- 08 Nov 2022
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring computer software for use by financial institutions for aggregating, analyzing, and reporting financial and business data of small and medium business customers; Software as a service (SAAS) services featuring computer software for optimizing customer outreach activity by utilizing customer segmentation across various metrics and indicators, namely, business industry, business location, number of business location, number of employees, annual revenue, net profit margin, gross margin, operating cash flow ratio, working capital, debt-to-equity ratio, return on assets, total asset turnover, and business seasonality for cash flow forecasting, preparing an actionable insights, dashboards, business performance alerts, timely business recommendations, intelligent forecasting, financial reporting, detailed audits, data verification, business health score creating, and business customers segmentations; Software as a service (SAAS) services featuring computer software for providing recommendations to small and medium business customers relating to cash management, debt funding decisions, financial planning, and credit products being bank loans, business lines of credit, microloans, cash flow loans, business credit cards, equipment financing, trade credits, and franchise loans; providing a website featuring on-line non-downloadable software that enables financial institutions to aggregate and analyze data from business accounting, banking, CRM, ERP, e-wallets, payment processing, e-commerce, payroll, credit bureau, cryptocurrency wallets, cryptocurrency exchange, logistics, analytics, marketing, and POS software to recommend financial products being bank loans, microloans, cash flow loans, alternative online loans, business credit cards, business lines of credit, equipment financing, trade credit, franchise loans, and business insurances
Owner
- UPTIQ, INC., PLANO, TX, US
- Upswot, Inc., Charlotte, NC, US
- Upswot, Inc., Charlotte, NC, US
- Upswot, Inc., Charlotte, NC, US
Prosecution history
- 05 Mar 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 08 Nov 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 08 Nov 2022 — REGISTERED-PRINCIPAL REGISTER
- 23 Aug 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 23 Aug 2022 — PUBLISHED FOR OPPOSITION
- 03 Aug 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 20 Jul 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 20 Jul 2022 — EXAMINER'S AMENDMENT ENTERED
- 20 Jul 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 20 Jul 2022 — EXAMINERS AMENDMENT E-MAILED
- 20 Jul 2022 — EXAMINERS AMENDMENT -WRITTEN
- 23 Jun 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Jun 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 22 Jun 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 22 Jun 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED