EQUINITI TRUST COMPANY, LLC logo

EQUINITI TRUST COMPANY, LLC

14 Marks
LLC
First Filed:Feb 4, 2016Latest Filed:Feb 6, 2026Address:28 Liberty Street, Floor 53, New York, NY 10005, US

Portfolio Overview

Top Classes

Class 36
Insurance, Financial Services & Real Estate
10(71%)
Class 35
Advertising, Business Services & Retail
9(64%)
Class 42
Software, IT Services & Scientific Research
7(50%)

TTAB Proceedings

No litigation activity

Top Firms

Loading...

Trademark Portfolio

14 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
INTELLITRAX
INTELLITRAX
Service Mark
Word
PENDING
Owner:
Serial:99638894
Filed:Feb 6, 2026
Classes:35, 36, 38, +1
Goods & Services
Class 035: Collection and compilation of information into computer databases in the field of shareholder and debtholder identification and contact information; Business consulting and advisory services, namely, providing shareholder and debtholder information and analysis to issuers of investment securities on shareholders and debtholders who purchase, sell, or otherwise transact in such investment securities; Class 036: Financial consulting and advisory services, namely, investor communications and engagement services rendered to issuers of investment securities, excluding any pooled investment vehicle or investment company registered, or exempt from registration, and investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; business consulting and advisory services, namely, providing financial information and analysis to issuers of investment securities on investors, capital markets, and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration; investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; Class 038: Data communication by electronic mail; Communication services, namely, providing electronic transmission of information stored in a database via interactively communicating computer systems; Class 042: Software as a service (SAAS) services featuring software for identifying shareholders and debtholders of a company and providing identification and contact information of the shareholders and debtholders and facilitating and enabling communication with the shareholders and debtholders
IRTRAX
IRTRAX
Service Mark
Word
PENDING
Owner:
Serial:99638889
Filed:Feb 6, 2026
Classes:35, 36, 38, +1
Goods & Services
Class 035: Collection and compilation of information into computer databases in the field of shareholder and debtholder identification and contact information; Business consulting and advisory services in the field of finance for the purpose of providing shareholder and debtholder information and analysis to issuers of investment securities on shareholder and debtholders who purchase, sell, and transact in such investment securities; Class 036: Financial consulting and advisory services, namely, providing financial advisory services for the purpose of investor communications and engagement rendered to issuers of investment securities, excluding any pooled investment vehicle or investment company registered, or exempt from registration, and investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; financial consulting and advisory services, namely, providing financial information and analysis to issuers of investment securities on investors, capital markets, and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration; investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; Class 038: Data communication by electronic mail; Communication services, namely, providing electronic transmission of information stored in a database via interactively communicating computer systems; Class 042: Software as a service (SAAS) services featuring software for identifying shareholders and debtholders of a company and providing identification and contact information of the shareholders and debtholders and facilitating and enabling communication with the shareholders and debtholders
SHARETRAX
SHARETRAX
Service Mark
Word
PENDING
Owner:
Serial:99638701
Filed:Feb 6, 2026
Classes:36
Goods & Services
Class 036: Financial information and advisory services
EQ DEALTRAX
EQ DEALTRAX
Service Mark
Word
PENDING
Owner:
Serial:99493069
Filed:Nov 12, 2025
Classes:42
Goods & Services
Class 042: Providing temporary use of online non-downloadable software for performing securities transactions, for receiving financial consideration, for accessing securities transaction data, for viewing securities transaction documents, and for reporting securities transaction details for tax purposes
EQ DEALTRAX
EQ DEALTRAX
Service Mark
Combined
PENDING
Owner:
Serial:99493059
Filed:Nov 12, 2025
Classes:42
Goods & Services
Class 042: Providing temporary use of online non-downloadable software for performing securities transactions, for receiving financial consideration, for accessing securities transaction data, for viewing securities transaction documents, and for reporting securities transaction details for tax purposes
EQUITRAX
EQUITRAX
Service Mark
Word
REGISTERED
Owner:
Serial:98127780
Filed:Aug 11, 2023
Classes:35, 36, 42, +1
Registration:8264210
Registered:May 19, 2026
Goods & Services
Financial services, namely, providing equity ownership information and financial information regarding transfer agent and stock administration matters to shareholders of client corporations; financial advice and consultancy services; investment advisory services; fund investment consultation; financial consulting services; investment management; Business consulting and advisory services in the field of corporate governance, equity compensation solutions, information agency, employee retention strategies, employee stock purchase plans, and stock plan administration; business management consulting and business administration services concerning corporate governance, equity compensation solutions, information agency, employee retention strategies, employee stock purchase plans, and stock plan administration; financial record-keeping for regulatory compliance purposes and consulting in conjunction therewith; data processing services; document reproduction in the nature of photocopying services; regulatory compliance consulting services in the fields of corporate governance, equity compensation solutions, information agency, employee retention strategies, employee stock purchase plans, and stock plan administration; providing online, non-downloadable software for tracking information, managing data, and generating reports in the field of equity compensation solutions, employee retention strategies, employee stock purchase plans, stock plan administration, corporate ownership, financials, and transactions; Document reproduction in the nature of digitization of documents
OWNERSHIP INTELLIGENCE
OWNERSHIP INTELLIGENCE
Service Mark
Word
REGISTERED
Owner:
Serial:97038996
Filed:Sep 22, 2021
Classes:35, 36, 45
Registration:7015582
Registered:Apr 4, 2023
Goods & Services
financial consulting and advisory services, namely, investor communications and engagement services rendered to issuers of investment securities, excluding any pooled investment vehicle or investment company registered, or exempt from registration, and investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; business consulting and advisory services, namely, providing financial information and analysis to issuers of investment securities on investors, capital markets, and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration; investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; business consulting and advisory services, namely, providing business information and analysis to issuers of investment securities on investors who purchase, sell, or otherwise transact in such investment securities and business information and analysis of capital markets and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration; regulatory compliance consulting in the field of stock ownership, tax, corporate governance, proxy solicitation, and escheatment
PROXYIQ
PROXYIQ
Service Mark
Word
REGISTERED
Owner:
Serial:88654333
Filed:Oct 15, 2019
Classes:42
Registration:6137984
Registered:Aug 25, 2020
Goods & Services
Providing temporary use of online, non-downloadable computer software platforms for the administration of corporate and mutual fund proxy campaigns and the collection, tabulation, analysis, forecasting, processing, reporting, and retention of documents related to proxy campaigns
ASTRELLA
ASTRELLA
Service Mark
Word
REGISTERED
Owner:
Serial:88457299
Filed:Jun 3, 2019
Classes:42
Registration:6125761
Registered:Aug 11, 2020
Goods & Services
Providing online, non-downloadable software for tracking information, managing data, and generating reports in the field of corporate ownership, financials, and transactions
ISSUER CENTRAL
ISSUER CENTRAL
Service Mark
Word
REGISTERED
Owner:
Serial:87540288
Filed:Jul 24, 2017
Classes:35, 36
Registration:5552143
Registered:Aug 28, 2018
Goods & Services
Financial advice and consultancy services, including capital markets; investment advisory services; trust services, namely, investment and trust company services; fund investment consultation; fiduciary representatives; securities brokerage and trading; financial asset management; debt recovery services; financial consulting services, namely, advising others regarding abandoned and unclaimed personal property and real estate; financial services, namely, investment fund transfer and transaction services; management of portfolios of transferable securities; investment management; providing a website portal and database in the financial services field for gathering, analyzing, and researching financial data, shareholder data, and publicly available intelligence; business management consulting concerning corporate governance, proxy solicitation, commercial information agency services, and shareholder meeting and proxy services; management of telephone call centers for others; financial record-keeping for regulatory compliance purposes and consulting in conjunction therewith; data processing services; document reproduction; business management services, namely, managing office functions in the nature of copying, printing, graphing, filing and mailing for others; "ISSUER"
EQUINITI
EQUINITI
Service Mark
Word
REGISTERED
Owner:
Serial:87519049
Filed:Jul 7, 2017
Classes:35, 36
Registration:5446551
Registered:Apr 17, 2018
Goods & Services
Management and analysis of shareholders and share dealing to retail and registration service customers, namely, share price and holding information services; share dealing services to retail, registration service and execution only customers, namely, brokerage of shares and other securities; investor relations services, namely, administration information relating to stock holdings; employee share scheme planning, management and administration services, namely, managing employee portfolios comprising securities; executive share scheme planning, management and administration, namely, managing employee portfolios comprising securities; share incentive scheme planning, management and administration, namely, managing employee portfolios comprising securities; planning, management and administration of employee benefit schemes, namely, managing employee portfolios comprising securities; dividend and interest management, banking, payment, distribution, and planning services, namely, financial management; debt recovery and collection agencies; corporate and personal trust administration, namely, financial trust operations; independent financial advice; unit trust and Open Ended Investment Companies (OEICs) administration in the nature of annuity services, namely, account and investment administration; share scheme administration, namely, financial administration of employee retirement plans; pension administration and advice, namely, financial administration of pension funds; share dealing services, namely, stock brokerage; share dealing, administration and brokerage services to retail, registration service and execution only customers, namely, investment brokerage; portfolio management and administration, namely, financial portfolio management; administration, analysis, and reporting of shares and shareholdings to retail, registration service and execution only customers, namely, stock exchange information services; employee share schemes, namely, managing employee portfolios comprising securities and administration information relating to stock holdings; executive share plans, namely, managing employee portfolios comprising securities; share incentive schemes, namely, managing employee portfolios comprising securities; trustee services; benefit schemes, namely, administration of employee flexible benefit plans concerning insurance and finance; provision of information relating to financial accounts; securities brokerage services to retail and registration service customers; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; investment portfolio valuations to retail customers, namely, financial valuation of personal property and real estate; valuation of securities, stocks and shares to retail, registration service and execution only customers, namely, fiscal valuations and assessments; provision of information relating to shares, share prices and market conditions to retail, registration service and execution only customers, namely, providing stock market information; administration of pension and compensation schemes and consultancy services relating thereto, namely, administration of employee pension plans; advice, information and management of financial options and benefit schemes, namely, processing, administering and managing employee benefit plans concerning insurance and finance; provision, advice and information in relation to flexible benefit schemes, namely, financial consultation; pension scheme administration services, namely, financial administration of employee pension plans; pension scheme documentation services, namely, administration of employee welfare benefit plans concerning insurance and finance; consultancy services relating to retirement benefits, namely, financial consulting; administration of share schemes, namely, financial administration of retirement plans; financial services provided to employers, namely, issuance of paycheques to employees, transfers of funds, and deposits to accounts with respect to payroll and payroll disbursements, payroll taxes, payroll deductions, unemployment compensation, wage attachments and benefits, namely, banking services; payroll tax debiting and crediting services; tax payment processing services, namely, processing federal, state and local payroll withholding taxes and remittance of taxes to the appropriate taxing authorities; benefits administration, enrollment and eligibility services for employers and employees relating to employee health, insurance, welfare, transportation, educational assistance and retirement benefits, namely, administration of employee benefit plans concerning insurance and finance; insurance and life assurance services, namely, life insurance underwriting; insurance brokerage; actuarial services; financial analysis and consultation; monetary strategy consultation and research; real estate assessment and management; valuations and financial appraisals of property, namely, appraisal of real estate; property acquisition and management services, namely, land acquisition services; rental, letting and lease of properties, namely, leasing of real property; rental of office space; leasing services, namely, leasing of real estate; banking services; administration of financial affairs, namely, financial due diligence; charitable fund raising services; administration of mutual funds, namely, mutual fund distribution; mutual funds services, namely, mutual fund investment; cash management services; credit card factoring services; invoice discounting services, namely, loans and discount of bills; cash dispensing services, namely, automated teller machine services; loan financing; mortgage lending; mortgage brokerage; provision of security for loans, namely, guarantee assurance underwriting; registration services for credit cards, charge cards, cash cards, cheque guarantee cards, debit cards, payment cards, financial cards and purchase cards; card and cash replacement services, namely, cash replacement rendered by credit card; rental, hire and leasing of equipment for processing financial cards and data relating thereto, namely, rental of cash dispensers or automated-teller machines; processing of data relating to card transactions and other payment transactions, namely, credit card transaction processing services; provision of finance, money exchange and money transmission services, namely, electronic transfer of money; currency services, namely, currency exchange and advice; bureau de change services, namely, currency transfer services; foreign exchange information services; merchant banking and investment banking services; equity capital investment and savings account services; investment management services; brokerage of bonds, securities, commodities and futures for retail and registration services customers; market making services, namely, commodity brokerage; securities valuation services to retail customers, namely, stock exchange price quotations; share underwriting services, namely, guarantee assurance underwriting; securities lending services, namely, commercial lending services; dividend collection services, namely, collection of debts; payment collection services, namely, collection agencies; insurance underwriting services for all types of insurance; unit trust services, namely, estate trust management; investment trust services, namely, trust management accounts; securities brokerage; personal equity plan services, namely, financial portfolio management services; tax services, namely, fiduciary tax payment processing services; financial planning and investment advisory services; investment management and financial management services; financial research services; pension fund services, namely, administration of employee pension plans; provision of financial information but not including provision of business and financial information relating to companies and their financial performance; electronic stock transfer services, namely, investment by electronic means; safe-keeping, administration and valuation of investments to retail, registration service and execution only customers, namely, investment management; collateral agency services, namely, mortgaging of securities for others; securities custody services in the nature of financial investment services, namely, administering the issuance, underwriting and distribution of securities; safe custody services, namely, safe deposit box services; financial information services relating to investment portfolios, indicative share prices, share balance movements, share dealing, employee share schemes, ISAs Individual Savings Accounts, and corporate-sponsored nominee shareholding services to retail and registration service customers; advising on and managing companies` capital structures, flotations, mergers, takeovers, demergers, rights issues, capitalisation issues and Initial Public Offerings (IPOs); banking and financing services; deposit-taking and storage of valuables, namely, safety deposit box services; credit consultation; consumer, commercial and mortgage lending; current accounts, savings and investment accounts, bank card, credit card, debit card, charge card and cash card services, namely, checking account, savings account, credit and cash card and debit card services in the nature of electronic transaction processing and issuance of credit, cash, and debit cards; issuance of electronic purses and chipcards for electronic payment; and provision of banking services via the telephone, the Internet and interactive television, namely, issuing credit cards; money transfer; issue of letters of credit and financial guarantees; foreign exchange transactions; issue of travellers cheques and bank cheques; futures, forwards, derivatives and option markets transactions in the nature of financial services, namely, investment fund transfer and transaction services; electronic banking and electronic funds transfer services; money transfer services; electronic money transfer services; financial leasing, namely, lease securitization; global custody services, namely, safe deposit services; stockbroking and share dealing services, namely, stock brokerage; financial planning, advice, research and information services; financial and portfolio management; personal equity plans, namely, providing a web site featuring personal financial information and financial advice; tax and estate planning; pensions services, namely, administration of employee pension plans; fiduciary representatives and trustee services; investment funds and unit trust services, namely, investment of funds for others; corporate finance, namely, consultation in the field of capital structure; capital markets dealings, namely, capital investment services; export and project finance, namely, financing of industrial activities; provision of development capital and equity finance, namely, project financing; lease-purchase financing; factoring and invoice discounting, namely, loans and discount of bills; real estate agency services; property survey, valuation, investment and management services, namely, evaluation and management of real property; insurance agencies; life insurance underwriting; services relating to investor relations, namely, financial consultancy services; advisory, information and consultancy services relating to the aforesaid services, namely, financial information and advisory services; providing online information in the field of financial management; providing an interactive website featuring information in the field of financial management; providing an online computer database in the field of financial management; Business process outsourcing services in the field of financial management; Business process outsourcing services in the field business management; business administration; business management; business management and business administration services in the field of share registration, dealing, acquisition and disposal; business management and business administration of financial affairs; maintenance of statutory registers, namely, computerized register management; management, maintenance and updating of shareholder records, namely, shareholder record keeping services; attending upon dividend payments and capital reconstruction for others, namely, financial records management; computer database management; management, maintenance and updating of computer databases, namely, management and compilation of computerized databases; reporting and data processing services, namely, statistical analysis and reporting services for business purposes; data processing, data evaluation, namely, evaluations relating to commercial matters; computerized file management; share registry bureau and support services in the nature of share registration services, namely, registering the ownership of stocks and bonds; data collection services, namely, services consisting of the registration, collection, transcription, compilation and systemization of written communications and data; administration of treasury shares, namely, financial statement preparation and analysis for businesses; customer service, namely, responding to customers inquiries for others in the field of financial and business management; operating call centres, namely, operation of telephone call centres for others; customer enquiries and response handling, namely, responding to customer inquiries for others in the fields of finance and business management via telephone and e-mail for others; operating telephone hotlines that provide information and counselling in the fields of employment and financial affairs to employees, retirees and shareholders, namely, management of telephone call centres for others; personnel-related services, namely, personnel management; conducting business and market research surveys; business appraisal; business consultancy services; business information, enquiry, research and investigation services; business organisation consulting; accounting and book-keeping services; economic forecasting and analysis; personnel management, consultancy and recruitment services; rental of office machinery; arranging and conducting of exhibitions, for business and advertising purposes; organisation and preparation of payroll, namely, administration of business payroll for others; publicity and sales promotion services; telephone answering services; consulting services relating to personnel, employee compensation and benefits, to corporate organization, to strategic planning, to marketing, to share dealing, and to business administration and management, namely, business consultation; services relating to investor relations, namely, business appraisal consultancy services; business management, advisory, information and consultation services in the field of corporate social responsibility; management and administration of Annual General Meetings and Extraordinary General Meetings, namely, arranging and conducting business conferences; advisory, information and consultancy services relating to the aforesaid services, namely, business consultation; tax assessment; preparation and completion of income tax returns, namely, tax preparation; provision of information relating to tax; tax consulting and planning services; business consulting and advisory services; provision of statements of account, namely, account auditing; registration, administration and secretarial services for companies, namely, company secretarial services; document reproduction services; providing online information in the field of business management; providing an interactive website featuring information in the field of business management; providing an online computer database in the field of business management
A
A
Service Mark
Combined
REGISTERED
Owner:
Serial:87236858
Filed:Nov 15, 2016
Classes:35, 36, 45
Registration:5278144
Registered:Aug 29, 2017
Goods & Services
financial advice and consultancy services, including capital markets; investment advisory services; trust services, namely, investment and trust company services; fund investment consultation; fiduciary representatives; securities brokerage and trading; financial asset management; debt recovery services; financial consulting services, namely, advising others regarding abandoned and unclaimed personal property and real estate; financial services, namely, investment fund transfer and transaction services; management of portfolios of transferable securities; investment management; business management consulting concerning corporate governance, proxy solicitation, commercial information agency services, and shareholder meeting and proxy services; management of telephone call centers for others; financial record-keeping for regulatory compliance purposes and consulting in conjunction therewith; data processing services; document reproduction; business management services, namely, managing office functions in the nature of copying, printing, graphing, filing and mailing for others; Regulatory compliance and case management consulting services in the fields of corporate governance, proxy solicitation, bankruptcy, class action suits and escheatment
MAINTAIN YOUR MOMENTUM
MAINTAIN YOUR MOMENTUM
Service Mark
Word
REGISTERED
Owner:
Serial:87006399
Filed:Apr 19, 2016
Classes:35, 36, 45
Registration:5215174
Registered:May 30, 2017
Goods & Services
Financial advice and consultancy services, including capital markets; investment advisory services; trust services, namely, investment and trust company services; fund investment consultation; fiduciary representatives; securities brokerage and trading; financial asset management; debt recovery services; financial consulting services, namely, advising others regarding abandoned and unclaimed personal property and real estate; financial services, namely, investment fund transfer and transaction services; management of portfolios of transferable securities; investment management; claims administration services in the field of bankruptcy debts and class action payments; Business management consulting and business administration services concerning corporate governance, proxy solicitation, commercial information agency services, and shareholder meeting and proxy services; management of telephone call centers for others; financial record-keeping for regulatory compliance purposes and consulting in conjunction therewith; data processing services; document reproduction; business management services, namely, managing office functions in the nature of copying, printing, graphing, filing and mailing for others; Regulatory compliance consulting services in the fields of corporate governance, proxy solicitation, bankruptcy, class action suits, and escheatment
AST
AST
Service Mark
Word
REGISTERED
Owner:
Serial:86897472
Filed:Feb 4, 2016
Classes:35, 36, 45
Registration:5184460
Registered:Apr 18, 2017
Goods & Services
Business management consulting and business administration services concerning corporate governance, proxy solicitation, commercial information agency services, and shareholder meeting and proxy services; management of telephone call centers for others; financial record-keeping for regulatory compliance purposes and consulting in conjunction therewith; data processing services; document reproduction; business management services, namely, managing office functions in the nature of copying, printing, graphing, filing and mailing for others, all excluding (i) any pooled investment vehicle or investment company registered, or exempt from registration, under the investment company act of 1940, as amended, and (ii) investment advisory services provided to and/or managing of any pooled investment vehicle or investment company registered, or exempt from registration, under the investment company act of 1940