INTERRO

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

99260394

Mark type

Stylized text

Filed

30 Jun 2025

Published for opposition

14 Apr 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 investments being financial transaction services, namely, providing secure commercial transactions and payment options
• Class 042 — Scientific and technological services: application service provider featuring application programming interface (API) software for financial data integration 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 financial transactions; Software as a service (SAAS) services featuring software for managing the lifecycle of investment 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 investments; 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 online non-downloadable software for managing the lifecycle of investments, including origination, allocation, servicing, clearing, settlement, and portfolio management

Owner

• Ialta Holdings, LLC, NY, NY, US

Prosecution history

• 17 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 17 Mar 2026 — EXAMINER'S AMENDMENT ENTERED
• 17 Mar 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 17 Mar 2026 — EXAMINERS AMENDMENT E-MAILED
• 17 Mar 2026 — EXAMINERS AMENDMENT -WRITTEN
• 12 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 12 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 12 Mar 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