ADVISORENGINE, INC. logo

ADVISORENGINE, INC.

27 Marks
Corp.
First Filed:Aug 24, 2000Latest Filed:Oct 16, 2025Address:1616 E. Millbrook Road, Ste. 210, Raleigh, NC 27609, US

Portfolio Overview

Registered
15(56%)
Dead
12(44%)

Top Classes

Class 35
Advertising, Business Services & Retail
15(56%)
Class 42
Software, IT Services & Scientific Research
11(41%)
Class 9
Electronics, Software & Scientific Equipment
5(19%)

TTAB Proceedings

No litigation activity

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7

Trademark Activity Timeline(2000 – 2026)

Trademark Portfolio

27 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
ADVISORENGINE PORTFOLIO SOLUTIONS
REGISTERED
Owner:
Serial:99446068
Filed:Oct 16, 2025
Classes:36, 42
Registration:8161299
Registered:Mar 3, 2026
Goods & Services
Class 036: Investment management; investment portfolio analysis; investment due diligence; financial services in the nature of investment portfolio construction; Class 042: Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Providing temporary use of on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth; Providing temporary use of on-line non-downloadable software for financial due diligence
AE
AE
Service Mark
Combined
REGISTERED
Owner:
Serial:99252508
Filed:Jun 25, 2025
Classes:41, 42
Registration:8157312
Registered:Mar 3, 2026
Goods & Services
Arranging and conducting of business conferences in the field of financial technology; Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data
AE ADVISORENGINE
AE ADVISORENGINE
Service Mark
Stylized
REGISTERED
Owner:
Serial:99252586
Filed:Jun 25, 2025
Classes:41, 42
Registration:8157313
Registered:Mar 3, 2026
Goods & Services
Arranging and conducting of business conferences in the field of financial technology; Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data; Platform as a service (PAAS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; Providing temporary use of on-line non-downloadable software for financial planning professionals that provides marketing support and client management tools for financial planning professionals
PERSONAL. SCIENTIFIC. BEAUTIFUL.
REGISTERED
Owner:
Serial:97910143
Filed:Apr 27, 2023
Classes:42
Registration:7437464
Registered:Jul 9, 2024
Goods & Services
Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals; software as a service (SaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; providing temporary use of on-line non-downloadable cloud computing software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data
ADVISORENGINE CRM
ADVISORENGINE CRM
Service Mark
Word
REGISTERED
Owner:
Serial:97475257
Filed:Jun 24, 2022
Classes:42
Registration:7167619
Registered:Sep 19, 2023
Goods & Services
Class 042: software as a service (SaaS) featuring computer software platforms for retrieving, tracking, analyzing, testing, measuring and managing data, customer data and customer interactions in the fields of business, marketing, advertising, brand development, sales, customer service, cloud computing, customer information, and customer relationship management; providing temporary use of on-line non-downloadable cloud computing software for providing business data analytics, business analytics, business intelligence and for collecting and analyzing business data
WEALTHMINDER
WEALTHMINDER
Service Mark
Word
REGISTERED
Owner:
Serial:88794641
Filed:Feb 12, 2020
Classes:35, 42
Registration:6141056
Registered:Sep 1, 2020
Goods & Services
Providing a website featuring information about financial advisors in the nature of an online business directory featuring financial advisors | Providing temporary use of on-line non-downloadable software for financial planning, financial management, and financial reporting
WM WEALTHMINDER
WM WEALTHMINDER
Service Mark
Stylized
REGISTERED
Owner:
Serial:88794645
Filed:Feb 12, 2020
Classes:35, 42
Registration:6141058
Registered:Sep 1, 2020
Goods & Services
Providing a website featuring information about financial advisors in the nature of an online business directory featuring financial advisors | Providing temporary use of on-line non-downloadable software for financial planning, financial management, and financial reporting
AE
AE
Service Mark
Combined
REGISTERED
Owner:
Serial:88792514
Filed:Feb 11, 2020
Classes:42
Registration:6157193
Registered:Sep 22, 2020
Goods & Services
Providing temporary use of on-line non-downloadable software in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
AE ADVISORENGINE
AE ADVISORENGINE
Service Mark
Combined
REGISTERED
Owner:
Serial:88792133
Filed:Feb 10, 2020
Classes:42
Registration:6140922
Registered:Sep 1, 2020
Goods & Services
Providing temporary use of on-line non-downloadable software for in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
JUNXURE
JUNXURE
Trademark
Word
REGISTERED
Owner:
Serial:88739493
Filed:Dec 26, 2019
Classes:9, 35, 41, +1
Registration:6069553
Registered:Jun 2, 2020
Goods & Services
educational services, namely, conducting seminars, conferences, workshops, and computer application training in the fields of customer relationship management, customer information, employee efficiency, business management, marketing, promotion, sales, sales support and distributing course materials in connection therewith; downloadable computer software for storing, managing, tracking, analyzing and reporting data in the field of customer information, customer relationship management, employee efficiency, business management, marketing, promotion, sales, sales support; business management services, namely, providing customer relationship management services and providing business information management and related consulting services related thereto; business management consulting services relating to customer relationship management; compilation and management of computerized databases and consulting services related thereto; providing a website featuring business management consulting information; providing temporary use of on-line non-downloadable software to facilitate communicating among peer professionals in the financial services and related fields; computer services, namely, designing, developing, and maintaining computer software applications for others and consulting services related thereto; and consulting services related to all of the foregoing
ADVISORENGINE
ADVISORENGINE
Service Mark
Word
REGISTERED
Owner:
Serial:88674266
Filed:Oct 30, 2019
Classes:35, 42
Registration:6068496
Registered:Jun 2, 2020
Goods & Services
Arranging and conducting business conferences in the field of financial technology; Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloadable software to financial planning professionals that provides marketing support and client management tools for financial planning professionals
DRIVE
DRIVE
Service Mark
Word
REGISTERED
Owner:
Serial:88117493
Filed:Sep 14, 2018
Classes:35
Registration:5864208
Registered:Sep 17, 2019
Goods & Services
Arranging and conducting business conferences in the field of financial technology
DRIVE SUMMIT
DRIVE SUMMIT
Service Mark
Word
CANCELLED
Owner:
Serial:88117517
Filed:Sep 14, 2018
Classes:35
Registration:5864209
Registered:Sep 17, 2019
Goods & Services
Class 035: Arranging and conducting business conferences in the field of financial technology
CAREERLY
CAREERLY
Service Mark
Word
ABANDONED
Owner:
Serial:87201146
Filed:Oct 12, 2016
Classes:35
ROBOADVISOR DNA
ROBOADVISOR DNA
Service Mark
Word
CANCELLED
Owner:
Serial:86828895
Filed:Nov 23, 2015
Classes:35
Registration:5126921
Registered:Jan 24, 2017
Goods & Services
"ROBOADVISOR"
DIGITAL CONSIDERATION PATH
ABANDONED
Owner:
Serial:86774274
Filed:Sep 30, 2015
Classes:35
Goods & Services
"DIGITAL"
KREDCARD
KREDCARD
Service Mark
Word
CANCELLED
Owner:
Serial:86772972
Filed:Sep 30, 2015
Classes:35
Registration:5413273
Registered:Feb 27, 2018
KREDIBLE
KREDIBLE
Service Mark
Word
REGISTERED
Owner:
Serial:86768037
Filed:Sep 24, 2015
Classes:35
Registration:4951407
Registered:May 3, 2016
Goods & Services
Business reputation management and improvement services
SCIENTIFIC RESEARCH. HUMAN TOUCH. PROFESSIONAL CREDIBILITY.
Owner:
Serial:86345905
Filed:Jul 23, 2014
Classes:35
Registration:4703381
Registered:Mar 17, 2015
Goods & Services
"SCIENTIFIC RESEARCH" AND "PROFESSIONAL CREDIBILITY"
YOUR ONLINE CREDIBILITY IS MORE IMPORTANT THAN YOUR OFFLINE REALITY.
Owner:
Serial:86345915
Filed:Jul 23, 2014
Classes:35
Registration:4695687
Registered:Mar 3, 2015
VANARE
VANARE
Trademark
Word
CANCELLED
Owner:
Serial:86250266
Filed:Apr 11, 2014
Classes:9
Registration:4644701
Registered:Nov 25, 2014
86237928
86237928
Service Mark
Design
CANCELLED
Owner:
Serial:86237928
Filed:Mar 31, 2014
Classes:35
Registration:4628593
Registered:Oct 28, 2014
Goods & Services
Business consultation in the field of reputation management, namely, evaluating and improving the online professional profiles of businesses and their employees; Business reputation management and improvement services
KREDIBLE
KREDIBLE
Service Mark
Combined
REGISTERED
Owner:
Serial:86047918
Filed:Aug 26, 2013
Classes:35
Registration:4846543
Registered:Nov 3, 2015
Goods & Services
Business reputation management and improvement services, namely, on-line professional profile evaluation and optimization services for individuals and companies featuring the use of computer software coupled with human review and interaction
JUNXURE CLOUD
JUNXURE CLOUD
Trademark
Word
CANCELLED
Owner:
Serial:85789559
Filed:Nov 28, 2012
Classes:38
Registration:4573121
Registered:Jul 22, 2014
Goods & Services
"CLOUD"
JUNXURE CLIENTVIEW
JUNXURE CLIENTVIEW
Trademark
Word
REGISTERED
Owner:
Serial:78928552
Filed:Jul 13, 2006
Classes:9
Registration:3258293
Registered:Jul 3, 2007
Goods & Services
Class 009: Computer software for client contact management and office workflow automation, and downloadable software for client contact management and office workflow automation
JUNXURE
JUNXURE
Trademark
Word
CANCELLED
Owner:
Serial:76116061
Filed:Aug 24, 2000
Classes:9
Registration:2554059
Registered:Mar 26, 2002
JUNXURE WHERE INFORMATION & ACTION MEET
Owner:
Serial:76116062
Filed:Aug 24, 2000
Classes:9
Registration:2599006
Registered:Jul 23, 2002

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