AI ALPHA TECHNOLOGIES Trademark
Trademark Overview
On Monday, April 6, 2026, a trademark application was filed for AI ALPHA TECHNOLOGIES with the United States Patent and Trademark Office. The USPTO has given the AI ALPHA TECHNOLOGIES trademark a serial number of 99747072. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, April 6, 2026. This trademark is owned by Nimblesoft INC. The AI ALPHA TECHNOLOGIES trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems.
General Information
| Serial Number | 99747072 |
| Word Mark | AI ALPHA TECHNOLOGIES |
| Filing Date | Monday, April 6, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, April 6, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | ARTIFICIAL INTELLIGENCE ALPHA TECHNOLOGIES |
| Description of Mark | The mark consists of The mark consists of a stylized Greek letter alpha formed by a circular shape with a diagonal bar extending upward and to the right and a triangular cutout on the right side of the circle, with a small detached quadrilateral near the upper end of the diagonal bar, all appearing above the stylized wording “αi Alpha” on one line and “Technologies” on a second line. |
| Goods and Services | Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems. |
Classification Information
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, April 6, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, February 20, 2026 |
| First Use In Commerce Date | Friday, February 20, 2026 |
Trademark Owner History
| Party Name | Global View IP Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waukesha, WI 53188
US |
| Party Name | CFG Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dallas, TX 75244
US |
| Party Name | Nimblesoft INC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Frisco, TX 75033
US |
Trademark Events
| Event Date | Event Description |
| Monday, April 6, 2026 | NEW APPLICATION ENTERED |
| Monday, April 6, 2026 | APPLICATION FILING RECEIPT MAILED |
| Friday, April 24, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 24, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
