INVESTCLOUD
Live / Registered — Registered (as of 10 Mar 2026)
What this means for you
Registered since 10 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98657701
- Registration number
- 8171017
- Mark type
- Word mark
- Filed
- 19 Jul 2024
- Published for opposition
- 11 Mar 2025
- Registered
- 10 Mar 2026
- Attorney of record
- Molly B. Markley
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation
Owner
- InvestCloud, Inc., West Hollywood, CA, US
- InvestCloud, Inc., West Hollywood, CA, US
- InvestCloud, Inc., West Hollywood, CA, US
Prior registrations
Prosecution history
- 10 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 10 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
- 15 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 15 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 15 Feb 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 08 Aug 2025 — USE AMENDMENT FILED
- 13 Feb 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 08 Aug 2025 — TEAS STATEMENT OF USE RECEIVED
- 06 May 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 11 Mar 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 11 Mar 2025 — PUBLISHED FOR OPPOSITION
- 05 Mar 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 14 Feb 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Feb 2025 — EXAMINER'S AMENDMENT ENTERED
- 14 Feb 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED