ADVANCEIQ.AI
Live / Applied — Non-final action mailed (as of 24 Mar 2026)
What this means for you
Not registered yet, but its 17 Nov 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99499932
- Mark type
- Stylized text
- Filed
- 17 Nov 2025
- Attorney of record
- Cami Boyd
Goods and services
- Class 042 — Scientific and technological services: Consulting services in the field of software as a service (SAAS); Information and advisory services relating to software as a service (SAAS); Software as a service (SAAS) services featuring software for Unified portfolio intelligence, risk scoring, and AI underwriting for the SMB AltLending ecosystem; Software as a service (SAAS) services featuring software for comprehensive portfolio analytics and insights, segmentation of portfolio analytics by SRI, originator, ISO, AE, underwriter, and industry, monitoring portfolio performance, tracking portfolio profitability, originations, collections, and delinquencies, producing reports and portfolio summaries, producing profitability assessment, reporting, scoring and grading of SMB AltLending industry transactions;; Software as a service (SAAS) services featuring software for providing risk assessments, reduction of underwriting and lending processing costs and time, facilitation of decisions regarding capital deployment and portfolio construction, interpretation and assessment of portfolio data to enable trend reporting, pricing, and portfolio recommendations.; Platform as a service (PAAS) services featuring software platforms for the transmission of comprehensive portfolio analytics and insights, segmentation of portfolio analytics by SRI, originator, ISO, AE, underwriter, and industry, monitoring portfolio performance, tracking portfolio profitability, originations, collections, and delinquencies, producing reports and portfolio summaries, producing profitability assessment, reporting, scoring and grading of SMB AltLending industry transactions; Platform as a service (PAAS) services featuring software platforms for the transmission of providing risk assessments, reduction of underwriting and lending processing costs and time, facilitation of decisions regarding capital deployment and portfolio construction, interpretation and assessment of portfolio data to enable trend reporting, pricing, and portfolio recommendations.; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for comprehensive portfolio analytics and insights, segmentation of portfolio analytics by SRI, originator, ISO, AE, underwriter, and industry, monitoring portfolio performance, tracking portfolio profitability, originations, collections, and delinquencies, producing reports and portfolio summaries, producing profitability assessment, reporting, scoring and grading of SMB AltLending industry transactions; Artificial intelligence as a service (AIAAS) services featuring software using artificial intelligence (AI) for providing risk assessments, reduction of underwriting and lending processing costs and time, facilitation of decisions regarding capital deployment and portfolio construction, interpretation and assessment of portfolio data to enable trend reporting, pricing, and portfolio recommendations; Consulting services in the field of providing online, non-downloadable software and applications; Technological planning and consulting services in the field of SMB AltLending, portfolio management, and risk analytics
Owner
- Pinetail Capital, LLC, Dallas, TX, US
Prosecution history
- 24 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Mar 2026 — NON-FINAL ACTION E-MAILED
- 24 Mar 2026 — NON-FINAL ACTION WRITTEN
- 24 Mar 2026 — ASSIGNED TO EXAMINER
- 20 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 17 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 17 Nov 2025 — NEW APPLICATION ENTERED