FINHUB Trademark

Trademark Overview


On Tuesday, October 28, 2025, a trademark application was filed for FINHUB with the United States Patent and Trademark Office. The USPTO has given the FINHUB trademark a serial number of 99467012. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 28, 2025. This trademark is owned by Crossgate Wealth Advisors, LLC. The FINHUB trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing a secured-access, members only website featuring technology that gives members the ability to access and review aggregated financial data including financial information from third party data, namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds;; Providing a secured-access, members only website featuring technology that gives members the ability to to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client;; Providing a web site featuring technology that enables users to produce financial models; Providing a website that features technology that enables the secure exchange of information by users; Providing a website featuring on-line non-downloadable software that enables users to review and manage a database for u...
finhub

General Information


Serial Number99467012
Word MarkFINHUB
Filing DateTuesday, October 28, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, October 28, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of a design formed by six fish symbols arranged in a circular design forming a flower. To the right of the design appears the wording "FINHUB" with a capital "F" and a capital "H".
Goods and ServicesProviding a secured-access, members only website featuring technology that gives members the ability to access and review aggregated financial data including financial information from third party data, namely, insurance policies, property deeds, wills, trust documents, 401(k) statements, investment statements, retirement funds;; Providing a secured-access, members only website featuring technology that gives members the ability to to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client;; Providing a web site featuring technology that enables users to produce financial models; Providing a website that features technology that enables the secure exchange of information by users; Providing a website featuring on-line non-downloadable software that enables users to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client.; Providing a secured-access, members only website featuring technology that gives members the ability to review and manage a database for use by financial advisors, namely, for planning tax planning, retirement planning and projection, estate planning, education planning, insurance review and recommendations, financial advice for children of client.

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, October 28, 2025
Primary Code042
First Use Anywhere DateTuesday, August 1, 2017
First Use In Commerce DateTuesday, August 1, 2017

Trademark Owner History


Party NameCrossgate Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressYardley, PA 19067

Trademark Events


Event DateEvent Description
Tuesday, October 28, 2025NEW APPLICATION ENTERED
Tuesday, October 28, 2025APPLICATION FILING RECEIPT MAILED