Trademark Overview
On Tuesday, July 14, 2026, a trademark application was filed for PATHSTONE RELATIONSHIP OS with the United States Patent and Trademark Office. The USPTO has given the PATHSTONE RELATIONSHIP OS trademark a serial number of 99939728. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, July 14, 2026. This trademark is owned by Pathstone Family Office, LLC. The PATHSTONE RELATIONSHIP OS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing online non-downloadable software using artificial intelligence (AI) for reviewing, analyzing, organizing, summarizing, and generating reports from client information in the fields of tax planning, business planning, business succession planning, business management, risk and regulatory compliance management, financial planning, financial investments, financial valuations, wealth management, investment advisory services, investment management, estate planning, trust management, family governance, wellness and lifestyle management, personal planning, and personal concierge services.
