CONFLUENCE TECHNOLOGIES, INC. logo

CONFLUENCE TECHNOLOGIES, INC.

26 Marks
Corp.
First Filed:Mar 8, 2000Latest Filed:Nov 30, 2018Address:ONE ALLEGHENY SQUARE, PITTSBURGH, PA 15212-5345

Portfolio Overview

Registered
12(46%)
Dead
14(54%)

Top Classes

Class 9
Electronics, Software & Scientific Equipment
9(35%)
Class 36
Insurance, Financial Services & Real Estate
9(35%)
Class 42
Software, IT Services & Scientific Research
8(31%)

TTAB Proceedings

Total Proceedings
3
As Plaintiff
3(100%)
As Defendant
0(0%)

Top Firms

NORVELL IP LLC(Nov 2018)
12
Morgan, Lewis & Bockius LLP(Jul 2010)
6
Dentons US LLP(Jun 2001)
3
COHEN & GRIGSBY, P.C.(Jan 2005)
2

Trademark Activity Timeline(2000 – 2020)

Trademark Portfolio

26 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
IM INVESTMENTMETRICS
IM INVESTMENTMETRICS
Service Mark
Stylized
REGISTERED
Owner:
Serial:88211818
Filed:Nov 30, 2018
Classes:42
Registration:5957225
Registered:Jan 7, 2020
Goods & Services
"INVESTMENT METRICS"; Software as a service (SAAS) services featuring software for research purposes, allowing users to run research and compare their portfolio against a benchmark
SYNAPSE
SYNAPSE
Trademark
Word
REGISTERED
Owner:
Serial:87246820
Filed:Nov 23, 2016
Classes:9
Registration:5232483
Registered:Jun 27, 2017
Goods & Services
Downloadable cloud-based software for use by professionals in the investment management industry to import, aggregate, and manage data for use in financial and regulatory reporting disclosures
SYNAPSE
SYNAPSE
Service Mark
Word
REGISTERED
Owner:
Serial:87975673
Filed:Aug 11, 2016
Classes:36, 42
Registration:5286466
Registered:Sep 12, 2017
Goods & Services
Financial information provided by electronic means | Computer services, namely, providing on-line non-downloadable software for database management, expense management, performance and analytics, regulatory reporting, and investor communications for companies in the investment management industry
SYNAPSE
SYNAPSE
Service Mark
Word
ABANDONED
Owner:
Serial:87135197
Filed:Aug 11, 2016
Classes:35
UNITY NXT
UNITY NXT
Trademark
Word
REGISTERED
Owner:
Serial:87054276
Filed:May 31, 2016
Classes:9, 35, 36, +1
Registration:5203271
Registered:May 16, 2017
Goods & Services
Downloadable computer application software and cloud software for use by professionals in the investment management industry to track, process, and manage expense payments, budgets, and payments related to tax reporting | Business consulting services in the investment management industry, namely, consulting in relation to database management, expense management, performance and analytics, regulatory reporting, and investor communications provided in conjunction with the use of on-line non-downloadable software for database management, expense management, performance and analytics, regulatory reporting, and investor communications for companies in the investment management industry | Financial information provided by electronic means | Computer services, namely, providing on-line non-downloadable software for database management, expense management, performance and analytics, regulatory reporting, and investor communications for companies in the investment management industry
UNITY FINANCIAL REPORTING
REGISTERED
Owner:
Serial:87051972
Filed:May 27, 2016
Classes:35
Registration:5149723
Registered:Feb 28, 2017
Goods & Services
"FINANCIAL REPORTING"
UNITY
UNITY
Service Mark
Word
REGISTERED
Owner:
Serial:87050502
Filed:May 26, 2016
Classes:35
Registration:5203260
Registered:May 16, 2017
Goods & Services
Business consulting services in the investment management industry, namely, consulting in relation to database management, expense management, performance and analytics, regulatory reporting, and investor communications provided in conjunction with the use of on-line non-downloadable software for database management, expense management, performance and analytics, regulatory reporting, and investor communications for companies in the investment management industry
INDEXSTREAM
INDEXSTREAM
Trademark
Word
ABANDONED
Owner:
Serial:85078122
Filed:Jul 6, 2010
Classes:9
EXPECT IT
EXPECT IT
Service Mark
Word
REGISTERED
Owner:
Serial:77481397
Filed:May 22, 2008
Classes:36
Registration:3702691
Registered:Oct 27, 2009
Goods & Services
Computer software consulting services regarding the analysis, design, development, technical support, and maintenance of computer software for use in managing mutual funds, financial benefit plans, pooled investments products, and financial portfolios
UNITY
UNITY
Service Mark
Word
REGISTERED
Owner:
Serial:77322440
Filed:Nov 6, 2007
Classes:36
Registration:4139316
Registered:May 8, 2012
Goods & Services
Financial information provided by electronic means
UNITY
UNITY
Trademark
Word
REGISTERED
Owner:
Serial:77978178
Filed:Nov 6, 2007
Classes:9
Registration:3715284
Registered:Nov 24, 2009
Goods & Services
Class 009: Computer software for use by professional administrators in the management of mutual funds, benefit plans, and similar portfolios of investment securities to calculate rates of return on such portfolios
INVESTWORKS
INVESTWORKS
Service Mark
Word
REGISTERED
Owner:
Serial:78827537
Filed:Mar 2, 2006
Classes:42
Registration:3198631
Registered:Jan 16, 2007
Goods & Services
Providing temporary use of nondownloadable computer software designed to help investors, advisors, and investment managers evaluate asset pools
DONE RIGHT. DONE NOW.
DONE RIGHT. DONE NOW.
Service Mark
Word
CANCELLED
Owner:
Serial:78758060
Filed:Nov 21, 2005
Classes:36
Registration:3309151
Registered:Oct 9, 2007
THE FUND ADMINISTRATION PLATFORM
CANCELLED
Owner:
Serial:78977944
Filed:Nov 21, 2005
Classes:36
Registration:3226277
Registered:Apr 3, 2007
Goods & Services
Class 036: Financial information provided by electronic means
THE FUND ADMINISTRATION PLATFORM
ABANDONED
Owner:
Serial:78758052
Filed:Nov 21, 2005
Classes:9
ACHIEVE
ACHIEVE
Service Mark
Word
CANCELLED
Owner:
Serial:78542663
Filed:Jan 5, 2005
Classes:36
Registration:3144341
Registered:Sep 19, 2006
CLEAR PORTFOLIO
CLEAR PORTFOLIO
Trademark
Word
CANCELLED
Owner:
Serial:78542678
Filed:Jan 5, 2005
Classes:9
Registration:3734290
Registered:Jan 5, 2010
Goods & Services
"PORTFOLIO"
DELIVER
DELIVER
Service Mark
Word
REGISTERED
Owner:
Serial:78542672
Filed:Jan 5, 2005
Classes:36
Registration:3083971
Registered:Apr 18, 2006
Goods & Services
financial information provided via electronic means
INDEXSTREAM
INDEXSTREAM
Service Mark
Word
CANCELLED
Owner:
Serial:76396297
Filed:Apr 17, 2002
Classes:36
Registration:2801072
Registered:Dec 30, 2003
Goods & Services
FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS
76265835
76265835
Service Mark
Design
CANCELLED
Owner:
Serial:76265835
Filed:Jun 1, 2001
Classes:42
Registration:2525149
Registered:Jan 1, 2002
Goods & Services
COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF COMPUTER SOFTWARE FOR USE IN MANAGING MUTUAL FUNDS, FINANCIAL BENEFIT PLANS, POOLED INVESTMENT PRODUCTS AND FINANCIAL PORTFOLIOS
CONFLUENCE
CONFLUENCE
Service Mark
Combined
CANCELLED
Owner:
Serial:76265834
Filed:Jun 1, 2001
Classes:42
Registration:2612318
Registered:Aug 27, 2002
Goods & Services
COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF COMPUTER SOFTWARE FOR USE IN MANAGING MUTUAL FUNDS, FINANCIAL BENEFIT PLANS, POOLED INVESTMENT PRODUCTS AND FINANCIAL PORTFOLIOS
NAVFEED
NAVFEED
Trademark
Word
CANCELLED
Owner:
Serial:76025058
Filed:Apr 12, 2000
Classes:9
Registration:2627222
Registered:Oct 1, 2002
CONFLUENCE
CONFLUENCE
Service Mark
Word
REGISTERED
Owner:
Serial:75938015
Filed:Mar 8, 2000
Classes:42
Registration:2562958
Registered:Apr 23, 2002
Goods & Services
COMPUTER SOFTWARE CONSULTING SERVICES REGARDING THE ANALYSIS, DESIGN, DEVELOPMENT, TECHNICAL SUPPORT, AND MAINTENANCE OF COMPUTER SOFTWARE FOR USE IN MANAGING MUTUAL FUNDS, FINANCIAL BENEFIT PLANS, POOLED INVESTMENT PRODUCTS, AND FINANCIAL PORTFOLIOS
CONFLUENCE TECHNOLOGIES
CONFLUENCE TECHNOLOGIES
Service Mark
Word
CANCELLED
Owner:
Serial:75938013
Filed:Mar 8, 2000
Classes:42
Registration:2519420
Registered:Dec 18, 2001
Goods & Services
"TECHNOLOGIES"
DEMAND PERFORMANCE
DEMAND PERFORMANCE
Trademark
Word
CANCELLED
Owner:
Serial:75938014
Filed:Mar 8, 2000
Classes:9
Registration:2729628
Registered:Jun 24, 2003
FUNDSTATION
FUNDSTATION
Trademark
Word
CANCELLED
Owner:
Serial:75938016
Filed:Mar 8, 2000
Classes:9
Registration:2575158
Registered:Jun 4, 2002

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