QUORIM

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 30 Jun 2025 filing date already counts against anyone who files later.

Record

Serial number

99260332

Mark type

Stylized text

Filed

30 Jun 2025

Published for opposition

17 Mar 2026

Attorney of record

F Nicolas Gomez-Cuetara

Goods and services

• Class 036 — Insurance and financial services: Financial information; Providing financial information; Financial information processing; Providing investors with financial information; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Provision of financial information; Processing, reconciliation, and settlement of private credit transactions across primary and secondary markets being financial transaction services, namely, providing secure commercial transactions and payment options; financial information related to transaction validation, document exchange, payment scheduling, position tracking, and cash flow servicing; provision of structured data on commitments, allocations, payments, and credit instruments in the nature of providing financial information; settlement of payments, waterfall distributions, and fund cash flows related to private credit investments being financial transaction services, namely, providing secure commercial transactions and payment options
• Class 042 — Scientific and technological services: Providing online, non-downloadable software for managing the lifecycle of private credit transactions, including origination, allocation, servicing, clearing, settlement, and portfolio management; application service provider featuring application programming interface (API) software for financial data for integration with third-party systems, custodians, fund administrators, and trustees; Software as a service (SAAS) services featuring software for centralized data capture, reporting, analytics, and access to a shared system of record for private credit markets; Software as a service (SAAS) services featuring software for managing the lifecycle of private credit transactions, including origination, allocation, servicing, clearing, settlement, and portfolio management; Platform as a service (PAAS) featuring computer software platforms for centralized data capture, reporting, analytics, and access to a shared system of record for private credit markets; providing online non-downloadable software for data validation, document processing, and reconciliation of data and payments in the field of finance; providing a website featuring technology enabling users to real-time collaborate through a shared orchestration layer and infrastructure platform in the field of finance; providing a website featuring technology enabling users to centralize data capture, report data, conduct analytics, and provide access to a shared system of records in the field of finance including private credit

Owner

• Ialta Holdings, LLC, NY, NY, US
• Ialta Holdings, LLC, NY, NY, US

Prosecution history

• 17 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 17 Mar 2026 — PUBLISHED FOR OPPOSITION
• 11 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 18 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 17 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 17 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 17 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 13 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 13 Jan 2026 — NON-FINAL ACTION E-MAILED
• 13 Jan 2026 — NON-FINAL ACTION WRITTEN
• 18 Nov 2025 — ASSIGNED TO EXAMINER
• 05 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 30 Jun 2025 — APPLICATION FILING RECEIPT MAILED
• 30 Jun 2025 — NEW APPLICATION ENTERED