| ASSETS UNDER INTELLIGENCE Copia Wealth Studios Inc.
90712316 14 May 2021 | on 17 Dec 2024
| Software as a service (SAAS) services featuring software for aggregati... Class 042 Class 042 Computer & Software Services & Scientific Services 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) | | | Logo Mark Copia Wealth Studios Inc.
98917351 22 Dec 2024 | on 22 Dec 2024 | Financial analysis; Financial research; Financial evaluation, tracking... Class 035 Class 035 Advertising, Business & Retail Services The mark consists of a stylized person wearing a wreath, all within a circle. Class 036 Class 036 Insurance & Financial Services Financial analysis; Financial research; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; Financial services relating to securities and other financial instruments; Financial research and information services; Financial portfolio analysis services; Monitoring financial markets for investment purposes; Financial services, namely, wealth management services; Providing information in the field of finance; Financial advice; Financial management; Investment brokerage; Investment management; trading of securities, brokerage of shares, foreign exchange transactions, commodity brokerage and exchange, trading of securities options and other derivative products for others; Financial planning for retirement; financial information and consultancy services provided online from a computer database or global computer network | | | Logo Mark Copia Wealth Studios Inc.
98917348 22 Dec 2024 | on 22 Dec 2024 | Downloadable computer software for aggregating financial service and m... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products The mark consists of a stylized person wearing a wreath, all within a circle. Class 042 Class 042 Computer & Software Services & Scientific Services Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry; Downloadable software development kits (SDK) for building applications for aggregating, analyzing, and reporting public and private data; Downloadable application programming interface (API) software for requesting and accessing public and private data | | | LENS STORE Copia Wealth Studios Inc.
98489029 08 Apr 2024 | on 22 Oct 2024 | providing temporary use of non-downloadable computer software for brow... Class 042 Class 042 Computer & Software Services & Scientific Services providing temporary use of non-downloadable computer software for browsing and accessing digital content and web applications in the financial services industry 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 non-downloadable computer software for transmission and display of digital content, namely financial service and market data for use in the financial services industry; providing temporary use of non-downloadable computer software for use in authoring, transmitting, receiving, editing, extracting, encoding, decoding, storing and organizing text, data, images, and multimedia content for use in the financial services industry; providing temporary use of non-downloadable computer software for enabling users to select the addition of technical functionalities or integration capabilities to digital content and web applications in the financial services industry | | | COPIA WEALTH STUDIOS Copia Wealth Studios Inc.
97370855 19 Apr 2022 | on 30 Sep 2024 | Providing and updating a financial index; providing a website featurin... Class 035 Class 035 Advertising, Business & Retail Services Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users Class 042 Class 042 Computer & Software Services & Scientific Services "WEALTH" | | | WEALTHOS Copia Wealth Studios Inc.
97415151 17 May 2022 | on 04 Sep 2024 | Downloadable computer software for aggregating financial service and m... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry Class 035 Class 035 Advertising, Business & Retail Services WEALTH OS Class 042 Computer & Software Services & Scientific Services Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users | | | WEALTH OPERATING SYSTEM Copia Wealth Studios Inc.
97415131 17 May 2022 | on 27 Sep 2024
| Downloadable computer software for aggregating financial service and m... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry Class 035 Class 035 Advertising, Business & Retail Services Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users Class 042 Computer & Software Services & Scientific Services Cloud computing featuring software for use in 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); 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 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); 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); Providing a website featuring resources, namely, 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) | | | WEALTH OS Copia Wealth Studios Inc.
97415143 17 May 2022 | on 09 Jan 2024 | Cloud computing featuring software for use in aggregating financial se... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios for use by financial advisers; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry Class 035 Class 035 Advertising, Business & Retail Services Providing and updating a financial index; providing a website featuring an online marketplace for exchanging goods and services with other users Class 042 Computer & Software Services & Scientific Services Cloud computing featuring software for use in 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); 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 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); 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); Providing a website featuring resources, namely, 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) | | | COPIA WEALTH STUDIOS Copia Wealth Studios Inc.
90597342 23 Mar 2021 | on 18 May 2022 | Financial analysis and research services; Financial evaluation, tracki... Class 036 Class 036 Insurance & Financial Services Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial research and information services; Financial portfolio analysis services; Monitoring financial markets for investment purposes; Financial services, namely, wealth management services; Providing information in the field of finance | | 
