ASSETVIEW
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Serial Number

99683066

Owner

AssetView LLC

Filing Date

Mar 4, 2026

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ASSETVIEW Trademark

Serial Number: 99683066

ASSETVIEW is a trademark filed by AssetView LLC on March 4, 2026. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

AssetView LLC

66 W Flagler Street, Suite 900, PMB 12192
Miami, FL 33130

Entity Type: 16

Trademark Details

Filing Date

March 4, 2026

Registration Date

Not Registered

Goods & Services

Software as a service (SAAS) services featuring software for aggregating, importing, and organizing financial and investment information from third-party sources and file uploads; providing temporary use of non-downloadable software for portfolio monitoring and analysis; investment performance, risk, allocation, diversification, tax and liquidity analysis; net worth tracking; financial data visualization; financial planning; scenario modeling; integrations with artificial intelligence models for generating analytics and insights from investment data

Filing History

NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 2, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jul 2, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jul 2, 2026 CNRT
ASSIGNED TO EXAMINER
Jul 2, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 1, 2026 NWOS
TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED
Mar 5, 2026 TAEA
TEAS VOLUNTARY AMENDMENT RECEIVED
Mar 5, 2026 PARI
APPLICATION FILING RECEIPT MAILED
Mar 4, 2026 MAFR
NEW APPLICATION ENTERED
Mar 4, 2026 NWAP