Trademark Overview
On Wednesday, March 4, 2026, a trademark application was filed for ASSETVIEW with the United States Patent and Trademark Office. The USPTO has given the ASSETVIEW trademark a serial number of 99683066. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 4, 2026. This trademark is owned by AssetView LLC. The ASSETVIEW trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
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
