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.

Trademark Classes

42

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

AssetView LLC

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

Entity Type: 16

Legal Representation

Correspondence Address

AssetView LLC

66 W Flagler Street, Suite 900, PMB 12192

Miami, FL 33130

United States

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

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

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