VESTMARK Trademark

Trademark Overview


On Thursday, August 2, 2018, a trademark application was filed for VESTMARK with the United States Patent and Trademark Office. The USPTO has given the VESTMARK trademark a serial number of 88062525. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, June 12, 2025. This trademark is owned by Vestmark, Inc.. The VESTMARK trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
vestmark

General Information


Serial Number88062525
Word MarkVESTMARK
Filing DateThursday, August 2, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, June 12, 2025
Registration Number5702363
Registration DateTuesday, March 19, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 1, 2019

Trademark Statements


Pseudo MarkVEST MARK
Goods and ServicesSoftware as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management

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 DateWednesday, August 8, 2018
Primary Code042
First Use Anywhere DateSaturday, December 31, 2005
First Use In Commerce DateSaturday, December 31, 2005

Trademark Owner History


Party NameVestmark, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880

Party NameVestmark, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880

Party NameVestmark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880

Trademark Events


Event DateEvent Description
Tuesday, January 1, 2019PUBLISHED FOR OPPOSITION
Monday, August 6, 2018NEW APPLICATION ENTERED
Wednesday, August 8, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, November 20, 2018ASSIGNED TO EXAMINER
Tuesday, November 20, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 12, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 1, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 19, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, March 19, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, January 27, 2025TEAS SECTION 8 & 15 RECEIVED
Saturday, May 17, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, May 17, 2025POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Wednesday, June 11, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Thursday, June 12, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, June 12, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED