ASSETVIEW
Live / Applied — New application — not yet assigned to an examiner (as of 04 Mar 2026)
What this means for you
Not registered yet, but its 04 Mar 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
- 99683066
- Mark type
- Stylized text
- Filed
- 04 Mar 2026
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for aggregating, importing, and organizing financial and investment information from third-party sources and file uploads; providing temporary use of non-downloadable software for portfolio monitoring and analysis; investment performance, risk, allocation, diversification, tax and liquidity analysis; net worth tracking; financial data visualization; financial planning; scenario modeling; integrations with artificial intelligence models for generating analytics and insights from investment data
Owner
- AssetView LLC, Miami, FL, US
Prosecution history
- 05 Mar 2026 — TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
- 05 Mar 2026 — TEAS VOLUNTARY AMENDMENT RECEIVED
- 04 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 04 Mar 2026 — NEW APPLICATION ENTERED