Trademark Overview
On Wednesday, May 13, 2026, a trademark application was filed for CARBON AI with the United States Patent and Trademark Office. The USPTO has given the CARBON AI trademark a serial number of 99820011. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, May 13, 2026. This trademark is owned by SS&C Technologies, Inc.. The CARBON AI trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SaaS) services featuring wealth management software tools and modules, namely, software for automated task execution, workflow optimization, natural language query handling, proactive data analysis, delivering contextual intelligence and insights, detecting anomalies, determining concentration risk, evaluating performance drift, and providing output summaries linked to specific data points; software for integrating with platform application programming interfaces (APIs) to support wealth management client onboarding, meeting preparation, proposal generation, and overall portfolio management.
