ADDEPAR

WIPO WIPO 2018

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The International trademark ADDEPAR was filed as Word mark on 04/20/2018 at the World Intellectual Property Organization.

Trademark Details Last update: January 16, 2023

Trademark form Word mark
File reference 1451897
Countries Australia Switzerland em United Kingdom India Japan South Korea Mexico Singapore
Base trademark US No. , August 13, 2024
Application date April 20, 2018
Expiration date April 20, 2028

Trademark owner

335 Madison Ave, 25th floor
New York NY 10017
US

Trademark representatives

2040 Main Street, 14th Floor Irvine CA 92614 US

goods and services

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, 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; provision of an on-line marketplace for buyers and sellers of financial products and services; providing platform for the sale of financial products and services; provision of an on-line marketplace for buyers and sellers of goods and services; providing an online marketplace for exchanging goods and services with other users via a website; business assistance in the field of financial wealth management
36 Wealth management services; providing information in the field of finance; financial research and information services; financial analysis services; strategic financial advisory services; financial advisory and consultancy services; financial planning services; monitoring financial markets for investment purposes; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; preparation of reports relating to finance and investments; assistance, advisory services and consultancy with regard to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, and portfolio analytics; providing and updating a financial index; providing financial transaction data and financial reporting information via an on-line computer website; advisory and consulting services in the field of financial wealth management
42 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)

Trademark history

Date Document number Area Entry
October 3, 2022 2022/43 Gaz MX RAW: Rule 18ter(2)(ii) GP following a provisional refusal
September 6, 2022 2022/37 Gaz IN Rejection
August 22, 2022 2022/38 Gaz US RAW: Partial Ceasing Effect
June 23, 2022 2022/25 Gaz Correction
September 17, 2020 2020/39 Gaz JP RAW: Rule 18ter(2)(ii) GP following a provisional refusal
August 14, 2020 2020/34 Gaz KR RAW: Rule 18ter(2)(ii) GP following a provisional refusal
April 23, 2020 2020/17 Gaz JP Rejection
February 12, 2020 2020/9 Gaz US RAW: Division or Merger of Basic Registration
February 5, 2020 2020/7 Gaz AU RAW: Rule 18ter(2)(ii) GP following a provisional refusal
January 30, 2020 2020/8 Gaz SG RAW: Rule 18ter(2)(ii) GP following a provisional refusal
January 22, 2020 2020/4 Gaz CH Rejection
November 21, 2019 2019/47 Gaz KR Rejection
November 1, 2019 2019/45 Gaz US RAW: Division or Merger of Basic Registration
October 1, 2019 2020/25 Gaz MX Rejection
July 23, 2019 2019/30 Gaz EM Rejection
June 29, 2019 2019/27 Gaz AU Rejection
May 15, 2019 2019/20 Gaz GB Rejection
May 7, 2019 2019/20 Gaz SG Rejection
April 20, 2018 2019/6 Gaz US Registration

ID: 141451897