| Serial Number | 98657701 |
| Word Mark | INVESTCLOUD |
| Filing Date | Friday, July 19, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, May 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, March 11, 2025 |
| Description of Mark | The mark consists of the wording "INVESTCLOUD" in stylized form with "invest" in the color black and "cloud" in the colors pink and orange. |
| Pseudo Mark | INVEST CLOUD |
| Indication of Colors claimed | The color(s) black, pink and orange is/are claimed as a feature of the mark. |
| Goods and Services | Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation |
| 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 | Friday, July 19, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | InvestCloud, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | West Hollywood, CA 90069 |
| Party Name | InvestCloud, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | West Hollywood, CA 90069 |
| Event Date | Event Description |
| Friday, July 19, 2024 | NEW APPLICATION ENTERED |
| Monday, February 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 11, 2025 | ASSIGNED TO EXAMINER |
| Friday, February 14, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 14, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 14, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 14, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 11, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, March 5, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 11, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 6, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, August 8, 2025 | TEAS STATEMENT OF USE RECEIVED |