| FIRST RATE FIRST RATE IP, LLC
78195656 18 Dec 2002 | on 29 Oct 2023
| Computer software design for others and design of software for others ... Class 042 Class 042 Computer & Software Services & Scientific Services Computer software design for others and design of software for others that is accessible on-line | | | ARTIE FIRST RATE IP, LLC
90593709 22 Mar 2021 | on 26 Sep 2023
| Analyzing and compiling business data; providing business information,... Class 035 Class 035 Advertising, Business & Retail Services Analyzing and compiling business data; providing business information, also via internet, the cable network or other forms of data transfer; providing business information; data processing services in the fields of media usage, economic performance, and commercial analytics; Business records management services, namely, extracting and classifying documents pertaining to filings with federal government agencies; business monitoring and consulting services, namely, tracking web sites, financial data, and regulatory filings of others to provide strategy, insight, marketing, sales, operation, and product design services, particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions; electronic data collection and analytics services for business purposes; analysis of market research data and statistics; business monitoring and consulting services, namely, aggregating and analyzing custodian statements, legal contracts, financial statements, email correspondence, and other legal documents and commercial publications for business auditing purposes; administration, billing and reconciliation of accounts on behalf of others; business research services; and business organization and management consulting in the areas of artificial intelligence and machine learning | | | 1R FIRST RATE First Rate IP, LLC
90323821 17 Nov 2020 | on 25 Oct 2022
| Financial services, namely, providing an Internet website wealth manag... Class 036 Class 036 Insurance & Financial Services The mark consists of capital letter R with the number one reflecting the far left arm of the R. Centered beneath the R are the terms FIRST RATE in capital letters. Class 042 Class 042 Computer & Software Services & Scientific Services ONE R FIRST RATE | | | 1R FIRST RATE First Rate IP, LLC
90323826 17 Nov 2020 | on 11 Oct 2022
| Educational services, namely, conducting workshops, seminars, and trai... Class 036 Class 036 Insurance & Financial Services Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management Class 041 Class 041 Education and Entertainment Services The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with the left arm in dark blue which is reflected as the number one. The surrounding box is in dark blue. Class 042 Computer & Software Services & Scientific Services Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes | | | CO1RE First Rate IP, LLC
90450582 06 Jan 2021 | on 16 Aug 2022
| Platform as a service (PAAS), namely, providing a wealth management pl... Class 042 Class 042 Computer & Software Services & Scientific Services The mark consists of the word CORE in stylized capital letters. The left arm of the R is reflected as the number one. | | | ARKON FIRST RATE IP, LLC
86296435 30 May 2014 | on 27 Feb 2021
| Platform as a service (PAAS), namely, providing a wealth management so... Class 036 Class 036 Insurance & Financial Services Financial services, namely, providing an online wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM) Class 042 Class 042 Computer & Software Services & Scientific Services Platform as a service (PAAS), namely, providing a wealth management software platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM) | | | FIRST RATE PERFORMANCE FIRST RATE IP, LLC
75078612 26 Mar 1996 | on 05 Apr 2017
| computer programs for use in providing on-line financial services,comp... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products computer programs for use in providing on-line financial services | | | FIRST RATE ADVISOR FIRST RATE IP, LLC
76380061 08 Mar 2002 | on 14 May 2015
| Computer software, namely, software for personalized investment perfor... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products "ADVISOR" | | | RAAS First Rate IP, LLC
90450576 06 Jan 2021 | on 20 Nov 2024 | (Based on Intent to Use) Financial services, namely, providing a wealt... Class 036 Class 036 Insurance & Financial Services (Based on Intent to Use) Financial services, namely, providing a wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes Class 042 Class 042 Computer & Software Services & Scientific Services (Based on Use in Commerce) Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector | | | IPAAS First Rate IP, LLC
90450579 06 Jan 2021 | on 03 Apr 2023 | Financial services, namely, providing a wealth management portal for f... Class 036 Class 036 Insurance & Financial Services Financial services, namely, providing a wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes Class 042 Class 042 Computer & Software Services & Scientific Services Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector | |