BLOXFOLIO Trademark
Serial Number: 99877721
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
BLOXFOLIO LLC
11201 N TATUM BLVD STE 300
PHOENIX, AZ 85028
United States
Trademark Details
Filing Date
June 10, 2026
Registration Date
Not Registered
First Use Anywhere
May 23, 2026
First Use in Commerce
May 23, 2026
Goods & Services
Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by financial advisors in constructing, analyzing, rebalancing, and managing investment portfolios; generating model investment portfolios using artificial intelligence; screening and analyzing securities and investment data; importing and managing client account data; and generating trade orders and portfolio analytics reports, all with compliance logging and advisor supervision features.
