PORTFOLIO ANATOMY
Live / Registered — Registered (as of 25 Nov 2025)
What this means for you
Registered since 25 Nov 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97383525
- Registration number
- 8036056
- Mark type
- Stylized text
- Filed
- 27 Apr 2022
- Published for opposition
- 07 Oct 2025
- Registered
- 25 Nov 2025
- Attorney of record
- Amanda K. Greenspon
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and risk model construction; downloadable computer mobile application for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
- Class 036 — Insurance and financial services: Financial asset management services, mutual funds management services, ETFs management services
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for use in applications in financial services for portfolio optimization and construction, risk management, and risk model construction; platform as a service (PAAS) used for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
Owner
- FUNDLAB TECHNOLOGIES INC., Kirkland, QUEBEC, CA
- FUNDLAB TECHNOLOGIES INC., Kirkland, QUEBEC, CA
- FUNDLAB TECHNOLOGIES INC., Kirkland, QUEBEC, CA
Prosecution history
- 25 Nov 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 25 Nov 2025 — REGISTERED-PRINCIPAL REGISTER
- 07 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 07 Oct 2025 — PUBLISHED FOR OPPOSITION
- 01 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 09 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 08 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 08 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 08 Sept 2025 — TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
- 15 Jul 2025 — SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
- 14 Jan 2025 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 14 Jan 2025 — LETTER OF SUSPENSION E-MAILED
- 14 Jan 2025 — SUSPENSION LETTER WRITTEN
- 14 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 13 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE