Serial Number
97383525
Owner
FUNDLAB TECHNOLOGIES INC.Attorney
Amanda K. GreensponFiling Date
Apr 27, 2022
PORTFOLIO ANATOMY Trademark
Serial Number: 97383525 • Registration: 8036056
Trademark Classes
Class 9 - Computers & Electronics
Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Owner Contact Info
211-755 Saint-Jean Blvd.
Pointe-Claire, QUEBEC H9R5M9 , CA
Entity Type: 03
Legal Representation
Correspondence Address
Amanda K. Greenspon Munck Wilson Mandala, LLP
2000 McKinney Ave., Ste. 1900
Dallas, TX 75201
United States
Trademark Details
Filing Date
April 27, 2022
Registration Date
November 25, 2025
Published for Opposition
October 7, 2025
Goods & Services
Financial asset management services, mutual funds management services, ETFs management services
Platform as a service (PAAS) featuring computer software platforms for use in applications in financial services for portfolio optimization and construction, risk management, and risk model construction; platform as a service (PAAS) used for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
Downloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and risk model construction; downloadable computer mobile application for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments