Trademark Overview
On Tuesday, October 3, 2023, a trademark application was filed for WEALTHLENS with the United States Patent and Trademark Office. The USPTO has given the WEALTHLENS trademark a serial number of 98207714. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, September 10, 2024. This trademark is owned by Axioma Inc.. The WEALTHLENS trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; downloadable computer software platforms for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction; downloadable computer software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, a...
Banking and financial services, namely, portfolio management, financial analysis and consultation; Financial portfolio management; financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Financial consultancy relating to banking; Professional financial consulting to financial institutions for organization and administration of banking and financial affairs; Provision of information on life insurance, brokerage, and financial information pertaining to financial estimates of committed capital, financial analyses and other financial appraisals; credit reporting services, namely, information services on credit facilities; Investment risk assessment services and reports associated therewith
Computerized database management; Database management services for others, namely, collecting, analyzing, updating and supplying data; Business consultancy in the investment management industry; Compiling, input and systematic ordering of information in the field of finance and capital market in computer databases; business risk management consultancy; Economic forecasting and analysis; Preparing business and financial reports for others; Outsource service providers in the field of business analytics; Computer-assisted business information retrieval and data processing in connection with stock exchange information; Systematization and composition of financial information and data in a computer database; data processing services in the field of securities information via computer; Records management services, namely, recording of commercial information with regulatory agencies; Business statistical studies, namely, statistical analysis reporting services for business purposes; Regulator...
Software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; platform as a service services (paas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; providing temporary use of non-downloadable software for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management and financial regulatory reporting; software as a service services (saas) featuring non-downloadable software for use by asset managers and financial institutions for use in financial portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, r...
