FINALIS HUB

WIPO WIPO 2022

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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 Details Last update: July 7, 2023

Trademark form Word mark
File reference 1713409
Countries Canada European Community United Kingdom
Base trademark US 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

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