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The International trademark FINALIS HUB was filed as Word mark on 09/02/2022 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1713409 |
| Countries | 
|
| Base trademark |
No. 97291107,
March 2, 2022
|
| Application date | September 2, 2022 |
| Expiration date | September 2, 2032 |
Trademark owner
228 Park Ave South, Suite 54494
New York NY 10003
US
New York NY 10003
US
Trademark representatives
420 W. Main Street, Suite 101B
Boise ID 83702
US
goods and services
42
Providing temporary use of online, non-downloadable
interactive software for managing, monitoring and creating
reports for financial and investment accounts; providing
temporary use of online non-downloadable interactive
financial planning software; providing temporary use of
online, non-downloadable interactive software for managing,
monitoring and creating reports for financial and investment
accounts; platform as a service (PaaS) featuring computer
software platforms for use in on-line raising debt and
equity capital for others, private placements of hedge
funds, private equity funds, venture capital funds,
securities and derivatives, mergers, acquisitions,
divestitures, deal structuring, financial valuations,
investment banking, and investment vehicle placement agent
services; platform as a service (PaaS) featuring computer
software platforms for use in on-line trading of securities
and portfolio management in the fields of financial services
and investment services; platform as a service (PaaS)
featuring computer software platforms for client onboarding,
namely, multi-factor authentication, centralized secure
database, and profile management; platform as a service
(PaaS) featuring computer software platforms for
distribution, namely, investor accreditation, displaying
funds and deals, and auditable tracking of materials;
platform as a service (PaaS) featuring computer software
platforms for transparent and seamless digital subscription,
namely, digital subscription processing, track fundraising
pipeline, and secure document depository; platform as a
service (PaaS) featuring computer software platforms for
consolidated reporting and investor relations management,
namely, monitoring investment performance, consolidated
portfolio reporting, and automated notifications; platform
as a service (PaaS) featuring computer software platforms
for structured and managed pooling of assets, namely,
aggregating smaller investments, secondary liquidity, and
reducing operational costs; software as a service (SaaS)
services comprised of computer software for use in on-line
trading of securities and portfolio management in the fields
of financial services and investment services; software as a
service (SaaS) services comprised of computer software for
use in viewing fund tombstones, reviewing fund materials,
tracking and viewing investor activity, fundraising
pipeline, and investor suitability data in the fields of
financial services and investment services; software as a
service (SaaS) services comprised of computer software for
use in financial services, namely, financial restructuring
services, and financial securities exchange services;
software as a service (SaaS) services comprised of computer
software for use in investment services, namely, investment
advisory services, investment banking services, and
investment management services; software as a service (SaaS)
services comprised of computer software for use in advising
and consulting in the fields of securities, finance,
investments, brokering and mutual funds; software as a
service (SaaS) services comprised of computer software for
use in automatic fund reporting, namely, providing
customizable analytics and insights for investors; providing
a website featuring on-line non-downloadable software that
enables users to organize, secure, and transfer investor
data to the fund administrator to comply with industry
regulations in the fields of financial services and
investments services (term considered too vague by the
International Bureau - Rule 13 (2) (b) of the Regulations);
platform as a service (PaaS) featuring computer software to
facilitate a trusted execution environment (TEE)
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| July 5, 2023 | 2023/27 Gaz | EM | Rejection |
| May 17, 2023 | 2023/20 Gaz | GB | Rejection |
| September 2, 2022 | 2023/5 Gaz | US | Registration |
ID: 141713409