WEALTHLENS

What this means for you

This application is over — abandoned 14 Apr 2025. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number

98207714

Mark type

Stylized text

Filed

03 Oct 2023

Published for opposition

16 Jul 2024

Abandoned

14 Apr 2025

Attorney of record

Lynn M. Jordan

Goods and services

• Class 009 — Scientific and electric apparatus: 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
• Class 035 — Advertising and business 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; 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; Records management services, namely, 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
• Class 036 — Insurance and financial 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 relating to banking; 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
• Class 042 — Scientific and technological 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

Owner

• Axioma Inc., New York, NY, US
• Axioma Inc., New York, NY, US

Prosecution history

• 14 Apr 2025 — ABANDONMENT NOTICE E-MAILED - NO USE STATEMENT FILED
• 14 Apr 2025 — ABANDONMENT - NO USE STATEMENT FILED
• 10 Sept 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 16 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 16 Jul 2024 — PUBLISHED FOR OPPOSITION
• 16 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 16 Jul 2024 — PUBLISHED FOR OPPOSITION
• 26 Jun 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 13 Jun 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 13 Jun 2024 — EXAMINER'S AMENDMENT ENTERED
• 13 Jun 2024 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 13 Jun 2024 — EXAMINERS AMENDMENT E-MAILED
• 13 Jun 2024 — EXAMINERS AMENDMENT -WRITTEN
• 23 May 2024 — ASSIGNED TO EXAMINER
• 20 Dec 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED