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Trademark
Owner
Trademark: ADDEPAR 1990853
Word
ADDEPAR
ID
1990853
Trademark Type
Word
Status
Protected: Registered/protected
Application Date
20 April 2018
Registration Date
20 April 2018
Renewal Date
20 April 2028
Owner(s)
Addepar, Inc.
Service
Davies Collison Cave Pty Ltd
Goods and Services:
Class 35
:
Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM)
;
preparation of financial statements
;
financial records management
;
assistance, advisory services and consultancy with regard to data management and aggregation, accounting, statistical reporting, business client management, and customer relationship management (CRM)
;
compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes
;
providing commercial transaction data, account management, accounting features and related reference information via an on-line computer web-site
;
analyzing and compiling data for measuring the performance of financial markets
;
business research
;
providing an online marketplace for exchanging financial goods and services with other users via a website
;
providing an online marketplace for exchanging goods and services with other users via a website
;
business assistance in the field of financial wealth management
Class 42
:
Providing temporary use of non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
cloud computing featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
providing non-downloadable software via a website for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)
;
platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM).