PEERFOLIO Trademark

Trademark Overview


On Thursday, August 14, 2025, a trademark application was filed for PEERFOLIO with the United States Patent and Trademark Office. The USPTO has given the PEERFOLIO trademark a serial number of 99336920. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, March 25, 2026. This trademark is owned by Peerfolio Inc.. The PEERFOLIO trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, Communication Services, and Computer & Software Services & Scientific Services categories with the following description:

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing and summarizing cryptocurrency market data, generating investment insights, optimizing digital asset portfolio strategies, and facilitating collaborative financial planning in the field of decentralized finance (DeFi) and digital investing

Downloadable software using artificial intelligence (AI) for summarizing cryptocurrency market trends, digital asset performance, and investment insights; Downloadable computer software for producing financial models; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable computer software for managing and verifying financial transactions

Peer-to-peer network computer services, namely, electronic transmission of audio, video and other data and documents among computers

Financial analysis; Financial management in the field of investment portfolios consisting of digital assets including cryptocurrencies and blockchain-based tokens
peerfolio

General Information


Serial Number99336920
Word MarkPEERFOLIO
Filing DateThursday, August 14, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateWednesday, March 25, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesSoftware as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing and summarizing cryptocurrency market data, generating investment insights, optimizing digital asset portfolio strategies, and facilitating collaborative financial planning in the field of decentralized finance (DeFi) and digital investing
Goods and ServicesDownloadable software using artificial intelligence (AI) for summarizing cryptocurrency market trends, digital asset performance, and investment insights; Downloadable computer software for producing financial models; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable computer software for managing and verifying financial transactions
Goods and ServicesPeer-to-peer network computer services, namely, electronic transmission of audio, video and other data and documents among computers
Pseudo MarkPEER FOLIO
Goods and ServicesFinancial analysis; Financial management in the field of investment portfolios consisting of digital assets including cryptocurrencies and blockchain-based tokens

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, August 14, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 14, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class038 - Services allowing people to communicate with another by a sensory means.
US Class Codes100, 101, 104
Class Status Code6 - Active
Class Status DateThursday, August 14, 2025
Primary Code038
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

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 DateThursday, August 14, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NamePeerfolio Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBrooklyn, NY 11202
US

Trademark Events


Event DateEvent Description
Thursday, August 14, 2025NEW APPLICATION ENTERED
Thursday, August 14, 2025APPLICATION FILING RECEIPT MAILED
Monday, December 29, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, December 30, 2025ASSIGNED TO EXAMINER
Tuesday, December 30, 2025NON-FINAL ACTION WRITTEN
Tuesday, December 30, 2025NON-FINAL ACTION E-MAILED
Tuesday, December 30, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 23, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 23, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 23, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 25, 2026APPROVED FOR PUB - PRINCIPAL REGISTER