| CLEAR1 Atria Wealth Solutions, Inc.
97650938 27 Oct 2022 | on 19 Dec 2023
| downloadable computer software for reviewing financial investments and... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products downloadable computer software for reviewing financial investments and managing documents for use in the fields of investing, investment management, financial analysis, financial planning, retirement planning, risk management, wealth management, financial portfolio management, insurance, insurance brokerage, and insurance products and services Class 042 Class 042 Computer & Software Services & Scientific Services CLEAR ONE | | | UNIO Atria Wealth Solutions, Inc.
97744353 06 Jan 2023 | on 12 Dec 2023
| Providing on-line non-downloadable software to assist financial adviso... Class 042 Class 042 Computer & Software Services & Scientific Services Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth | | | ATRIA WEALTH SOLUTIONS Atria Wealth Solutions, Inc.
88769463 22 Jan 2020 | on 08 Sep 2020
| Providing information in the field of financial investing,Providing on... Class 036 Class 036 Insurance & Financial Services The mark consists of the wording "ATRIA" above the wording "WEALTH SOLUTIONS". The wording appears to the right of a triangle design comprised of triangles and diamonds. Class 042 Class 042 Computer & Software Services & Scientific Services Providing information in the field of financial investing | | | ATRIA WEALTH SOLUTIONS Atria Wealth Solutions, Inc.
88769493 22 Jan 2020 | on 08 Sep 2020
| Providing information in the field of financial investing,Providing on... Class 036 Class 036 Insurance & Financial Services Providing information in the field of financial investing Class 042 Class 042 Computer & Software Services & Scientific Services "WEALTH SOLUTIONS" | | 
