ADDEPAR
LIVE

Serial Number

87657635

Owner

Addepar, Inc.

Attorney

Jessica C. Sganga

First Use Date

Mar 15, 2010

Filing Date

Oct 24, 2017

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ADDEPAR Trademark

Serial Number: 87657635 • Registration: 5944717

ADDEPAR is a trademark filed by Addepar, Inc. on October 24, 2017. The trademark is classified under Class 9 (Computers & Electronics), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Addepar, Inc.

335 Madison Ave, 25th floor
New York, NY 10017

Entity Type: 03

Trademark Details

Filing Date

October 24, 2017

Registration Date

December 24, 2019

First Use Anywhere

March 15, 2010

First Use in Commerce

March 15, 2010

Published for Opposition

September 18, 2018

Goods & Services

Computer software for aggregating financial service and market data for use in the financial services industry; computer software for managing financial portfolios for use by financial advisers; computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; computer software for reporting portfolio analytics, financial goals, and financial objectives; computer software for client management and customer relationship management (CRM); computer software platforms for aggregating financial service and market data for use in the financial services industry

Providing temporary use of 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 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); 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); cloud computing 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); 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 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); 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)

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 17, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 17, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 17, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 17, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 17, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 17, 2026 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 23, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 23, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 15, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 11, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 24, 2024 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 8, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 8, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 8, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 8, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 8, 2022 COAR
REGISTERED-PRINCIPAL REGISTER
Dec 24, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Nov 21, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Nov 20, 2019 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Oct 30, 2019 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 30, 2019 AITU
USE AMENDMENT FILED
Oct 15, 2019 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 15, 2019 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
May 11, 2019 EXRA
SOU EXTENSION 1 GRANTED
May 9, 2019 EX1G
SOU EXTENSION 1 FILED
May 9, 2019 EXT1
SOU TEAS EXTENSION RECEIVED
May 9, 2019 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 13, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 18, 2018 NPUB
PUBLISHED FOR OPPOSITION
Sep 18, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 29, 2018 NONP
ASSIGNED TO LIE
Aug 10, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 1, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 31, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 31, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 31, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 2, 2018 GNRN
NON-FINAL ACTION E-MAILED
Feb 2, 2018 GNRT
NON-FINAL ACTION WRITTEN
Feb 2, 2018 CNRT
ASSIGNED TO EXAMINER
Feb 2, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 2, 2017 NWOS
NEW APPLICATION ENTERED
Oct 27, 2017 NWAP