| ADVISORBASE Strategic Alternative Funds Group, LLC
88215068 03 Dec 2018 | on 28 Apr 2020
| Providing a website featuring technology and online, nondownloadable s... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products ADVISOR BASE Class 042 Class 042 Computer & Software Services & Scientific Services Providing a website featuring technology and online, nondownloadable software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services; providing online, non-downloadable mobile application software that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plans, educational credits through seminars, retirement planning, financial planning, asset allocation, corporate and investment banking advisory services, aviation finance, family office concierge services including billpay, tax planning and trust and estate advice/planning, real estate advisory services, operational and investment due diligence, robo-advice, and travel and event services | | | +SUBSCRIBE Strategic Alternative Funds Group, LLC
88130549 25 Sep 2018 | on 11 Jun 2019
| Cloud-based universal and integrated technology platform offered in th... Class 042 Class 042 Computer & Software Services & Scientific Services Cloud-based universal and integrated technology platform offered in the form of a software-as-service (SAAS) application allowing institutional allocators, asset managers, and service providers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations | | | ALTSCAPE Strategic Alternative Funds Group, LLC
88115826 13 Sep 2018 | on 11 Jun 2019
| Cloud-based universal and integrated technology platform offered in th... Class 042 Class 042 Computer & Software Services & Scientific Services Cloud-based universal and integrated technology platform offered in the form of a software-as-service (SAAS) application allowing institutional allocators, asset managers, and service providers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations | | | POWERING ALTERNATIVE INVESTMENTS Strategic Alternative Funds Group, LLC
87318548 30 Jan 2017 | on 28 Aug 2018 | Providing a website featuring technology and software that allows for ... Class 036 Class 036 Insurance & Financial Services "ALTERNATIVE INVESTMENTS" Class 042 Class 042 Computer & Software Services & Scientific Services Providing a website featuring technology and software that allows for alternative fund products or other platform specific products to the financial industry to be transacted on and distributed/marketed through a proprietary technology platform; midstream technology services, namely, providing a data driven, cloud-based, interactive web-site, platform as a service (PAAS) and software as a service (SAAS) featuring computer software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, specifically but not holistically, custodians, DTCC, transfer agents/administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; automated digitization of transactional documents related to the investment funds and investment firms, to be executed and distributed among financial institutions involved in each transaction | | | SAF FINANCIAL SECURITIES Strategic Alternative Funds Group, LLC
87164723 08 Sep 2016 | on 17 Jul 2018 | Financial services, namely, broker-dealer services in the field of sec... Class 036 Class 036 Insurance & Financial Services STRATEGIC ALTERNATIVE FUNDS FINANCIAL SECURITIES | | | SAF ADVISORS Strategic Alternative Funds Group, LLC
87054417 31 May 2016 | on 23 Aug 2024 | Financial services, namely, investment management and advisory service... Class 036 Class 036 Insurance & Financial Services STRATEGIC ALTERNATIVE FUNDS ADVISORS | | | SAF ALTSCAPE Strategic Alternative Funds Group, LLC
87167742 12 Sep 2016 | on 21 Jun 2024 | Providing an interactive online diagram featuring information in the f... Class 042 Class 042 Computer & Software Services & Scientific Services Providing an interactive online diagram featuring information in the field of alternative investments and alternative fund and data investment technology landscape | | | SAF PLATFORM Strategic Alternative Funds Group, LLC
87000493 14 Apr 2016 | on 21 Jun 2024 | Providing a website featuring technology and software that allows for ... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Providing reporting information for fund managers and investors, namely, information in the field of investment performance in the financial industry related to platform-specific alternative products; providing API-based transfers, namely, electronic funds transfer; providing financial information in the field of general market trends or news in the field of finance Class 036 Class 036 Insurance & Financial Services "PLATFORM" Class 042 Computer & Software Services & Scientific Services Providing a website featuring technology and software that allows for alternative fund products or other platform specific products to the financial industry to be transacted on and distributed/marketed through a proprietary technology platform; midstream technology services, namely, providing a data driven, cloud-based, interactive web-site, platform as a service (PAAS) and software as a service (SAAS) featuring computer software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, specifically but not holistically, custodians, DTCC, transfer agents/administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; automated digitization of transactional documents related to the investment funds and investment firms, to be executed and distributed among financial institutions involved in each transaction | | | ALTSCAPE Strategic Alternative Funds Group, LLC
87167736 12 Sep 2016 | on 21 Jun 2024 | Providing an interactive online diagram featuring information in the f... Class 042 Class 042 Computer & Software Services & Scientific Services Providing an interactive online diagram featuring information in the field of alternative investments and alternative fund and data investment technology landscape | | | SAFX.IO Strategic Alternative Funds Group, LLC
86700961 22 Jul 2015 | on 27 Oct 2023 | Providing a website featuring proprietary technology that enables user... Class 036 Class 036 Insurance & Financial Services Providing reporting information for fund managers and investors, namely, information in the field of investment performance in the financial industry related to platform-specific alternative products; Clearing and reconciling financial transactions via a global computer network, namely, providing API-based transfers and reconciliations of data and documents and other critical information related to fund transactions between the providers of the product and the investors in the product; providing financial information including in the field of general market trends and news in the field of finance Class 042 Class 042 Computer & Software Services & Scientific Services Providing a website featuring proprietary technology that enables users to access and conduct transactions related to alternative investment fund products and allows alternative investment firms, managers, and funds to interact and transact with all investors in those funds, firms, and managers; Providing a website featuring proprietary technology that enables users to perform electronic investment transactions via a global computer network; Providing a website featuring proprietary technology that provides users a streamlined process, represented as a transaction "button", to perform an investment transaction via a global computer network; Software as a service (SAAS) services featuring proprietary software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, namely, custodians, DTCC, transfer agents and administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; Platform as a service (PAAS), featuring proprietary computer software platforms for providing integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, namely, custodians, DTCC, transfer agents and administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms | |