UPSWOT
LIVE

Serial Number

90902611

Owner

UPTIQ, INC.

First Use Date

Apr 30, 2021

Filing Date

Aug 25, 2021

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UPSWOT Trademark

Serial Number: 90902611 • Registration: 6892748

UPSWOT is a trademark filed by UPTIQ, INC. on August 25, 2021. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

UPTIQ, INC. (2 trademarks)

3613
PLANO, TX 75093

Entity Type: 03

Upswot, Inc. (2 trademarks)

Ste B PMB 1116
Charlotte, NC 28277

Entity Type: 03

Trademark Details

Filing Date

August 25, 2021

Registration Date

November 8, 2022

First Use Anywhere

April 30, 2021

First Use in Commerce

April 30, 2021

Published for Opposition

August 23, 2022

Goods & Services

Software as a service (SAAS) services featuring computer software for use by financial institutions for aggregating, analyzing, and reporting financial and business data of small and medium business customers; Software as a service (SAAS) services featuring computer software for optimizing customer outreach activity by utilizing customer segmentation across various metrics and indicators, namely, business industry, business location, number of business location, number of employees, annual revenue, net profit margin, gross margin, operating cash flow ratio, working capital, debt-to-equity ratio, return on assets, total asset turnover, and business seasonality for cash flow forecasting, preparing an actionable insights, dashboards, business performance alerts, timely business recommendations, intelligent forecasting, financial reporting, detailed audits, data verification, business health score creating, and business customers segmentations; Software as a service (SAAS) services featuring computer software for providing recommendations to small and medium business customers relating to cash management, debt funding decisions, financial planning, and credit products being bank loans, business lines of credit, microloans, cash flow loans, business credit cards, equipment financing, trade credits, and franchise loans; providing a website featuring on-line non-downloadable software that enables financial institutions to aggregate and analyze data from business accounting, banking, CRM, ERP, e-wallets, payment processing, e-commerce, payroll, credit bureau, cryptocurrency wallets, cryptocurrency exchange, logistics, analytics, marketing, and POS software to recommend financial products being bank loans, microloans, cash flow loans, alternative online loans, business credit cards, business lines of credit, equipment financing, trade credit, franchise loans, and business insurances

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 5, 2025 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 8, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 8, 2022 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 23, 2022 NPUB
PUBLISHED FOR OPPOSITION
Aug 23, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 3, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 20, 2022 CNSA
EXAMINER'S AMENDMENT ENTERED
Jul 20, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 20, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 20, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 20, 2022 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 23, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 22, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 22, 2022 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 22, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 22, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 22, 2022 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 27, 2022 GNRN
NON-FINAL ACTION E-MAILED
May 27, 2022 GNRT
NON-FINAL ACTION WRITTEN
May 27, 2022 CNRT
ASSIGNED TO EXAMINER
May 27, 2022 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Oct 13, 2021 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 12, 2021 NWOS
NEW APPLICATION ENTERED
Aug 28, 2021 NWAP