SVB

What this means for you

Not registered yet, but its 20 Jan 2026 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

99604117

Mark type

Design + words

Filed

20 Jan 2026

Attorney of record

Angela P. Doughty

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable mobile applications for mobile banking, account management, funds transfer, bill payment, remote deposit capture, card management and financial reporting; downloadable electronic publications in the nature of reports, newsletters and articles in the fields of banking, finance, venture capital, and private equity, technology
• Class 035 — Advertising and business services: professional business and organization consulting; business management consulting services; technology incubation services, namely, business consultation in technology development, commercialization planning and strategic marketing; arranging and conducting business networking events
• Class 036 — Insurance and financial services: Banking and related financial services; financial advice and consultancy; lending services, namely, commercial lending, venture debt financing and loan financing; mortgage lending and mortgage banking; financial analysis, planning, consultation, management and valuations; commercial and consumer lending; issuance and processing of credit, debit cards, and digital wallet transactions; electronic payment services including electronic processing and transmission of bill payment data; electronic funds transfer; exchange‑rate information; guaranteeing loans; cash management accounts and solutions; savings account services; safety deposit box services; credit and financial consultation; venture capital financing; monetary strategy consultation and research; venture capital fund management and investment services; bill payment services; trade finance services, namely, issuance of letters of credit and documentary collections; foreign exchange services, namely, currency trading, payments and advisory on managing foreign currency risk; financial information and financial advisory services in the fields of banking, payments, foreign exchange, liquidity management and capital markets; investment advisory, investment management and asset management services; fund and investor banking services for private equity, private credit and venture capital firms; assisting others with completion of financial transactions for stocks, bonds, securities and equities; portfolio management; brokerage of shares and other securities; investment advisory, banking, consultation and management
• Class 042 — Scientific and technological services: Software as a service (SaaS) featuring software for online banking, account management, funds transfer, bill payment, card management and financial reporting

Owner

• First Citizens BancShares, Inc., Raleigh, NC, US

Prosecution history

• 20 Jan 2026 — APPLICATION FILING RECEIPT MAILED
• 20 Jan 2026 — NEW APPLICATION ENTERED