Eton Solutions, L.P. logo

Eton Solutions, L.P.

17 Marks
LP
First Filed:May 1, 2019Latest Filed:Feb 6, 2026Address:1500 Perimeter Park Dr., Suite 150, Morrisville, NC 27560

Portfolio Overview

Registered
9(53%)
Pending
6(35%)
Dead
2(12%)

Top Classes

Class 9
Electronics, Software & Scientific Equipment
17(100%)
Class 42
Software, IT Services & Scientific Research
11(65%)
Class 36
Insurance, Financial Services & Real Estate
3(18%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
1(100%)
As Defendant
0(0%)

Top Firms

HOLZER PATEL DRENNAN(Oct 2025)
15

Trademark Activity Timeline(2019 – 2026)

Trademark Portfolio

17 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
ETONAEGIS
ETONAEGIS
Trademark
Word
ITU
PENDING
Owner:
Serial:99639088
Filed:Feb 6, 2026
Classes:9, 42
Goods & Services
Class 009: Downloadable computer software for trust management, namely, for administering trusts and fiduciary accounts; Downloadable computer software for maintaining trust records, managing trust documentation, tracking trust assets and liabilities, performing trust accounting, processing trust distributions, and generating trust administration reports; Class 042: Software as a service (SAAS) services featuring software for trust management, namely, for administering trusts and fiduciary accounts; Software as a service (SAAS) services featuring software for maintaining trust records, managing trust documentation, tracking trust assets and liabilities, performing trust accounting, processing trust distributions, and generating trust administration reports, all utilizing a single, integrated database
ETONALPHA
ETONALPHA
Trademark
Word
ITU
PENDING
Owner:
Serial:99466228
Filed:Oct 28, 2025
Classes:9, 42
Goods & Services
Class 009: Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable computer software for the management of financial affairs of ultrahigh net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; Downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable database management software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Class 042: Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
ETONAXIS
ETONAXIS
Trademark
Word
ITU
PENDING
Owner:
Serial:99356634
Filed:Aug 25, 2025
Classes:9, 42
Goods & Services
Class 009: Downloadable mobile applications for financial firms supporting cash management, accounting, deal and investor tracking, reconciliation, and shadow net asset valuation, including reporting, relationship management, and contact management related to the same; Downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, security master, treasury management and processing, general ledger and transaction processing, investor fee calculation and allocation, tracking investment performance reporting, investment management, tracking investor and deal life cycle, investor onboarding, creating shadow net asset value, data aggregation, with integrated reconciliation and verification; Class 042: Software as a service (SAAS) services featuring software for inancial firms supporting cash management, accounting, deal and investor tracking, reconciliation, and shadow net asset valuation, including reporting, relationship management, and contact management related to the same; Providing a website featuring non-downloadable software for financial firms supporting cash management, accounting, deal and investor tracking, reconciliation, and shadow net asset valuation, including reporting, relationship management, and contact management related to the same; Providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, security master, treasury management and processing, general ledger and transaction processing, investor fee calculation and allocation, tracking investment performance reporting, investment management, tracking investor and deal life cycle, investor onboarding, creating shadow net asset value, data aggregation, with integrated reconciliation and verification; Software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, security master, treasury management and processing, general ledger and transaction processing, investor fee calculation and allocation, tracking investment performance reporting, investment management, tracking investor and deal life cycle, investor onboarding, creating shadow net asset value, data aggregation, with integrated reconciliation and verification
ETON
ETON
Trademark
Word
ITU
PENDING
Owner:
Serial:99100087
Filed:Mar 24, 2025
Classes:9, 36, 42
Goods & Services
Downloadable computer software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable computer programs using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable chatbot software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Financial advisory services rendered using artificial intelligence (AI); Providing a website featuring non-downloadable software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing on-line non-downloadable software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities
ETONAI
ETONAI
Trademark
Word
ITU
PENDING
Owner:
Serial:99100094
Filed:Mar 24, 2025
Classes:9, 36, 42
Goods & Services
Downloadable computer software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable computer programs using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable chatbot software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Financial advisory services rendered using artificial intelligence (AI); Providing a website featuring non-downloadable software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing on-line non-downloadable software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities
ETON AIGENCY
ETON AIGENCY
Trademark
Word
ITU
PENDING
Owner:
Serial:99100105
Filed:Mar 24, 2025
Classes:9, 36, 42
Goods & Services
Downloadable computer software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable computer programs using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable chatbot software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Financial advisory services rendered using artificial intelligence (AI); Providing a website featuring non-downloadable software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of on-line non-downloadable cloud computing software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing on-line non-downloadable software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities
ADMINISTRATIVE FAMILY OFFICE
ABANDONED
Owner:
Serial:97781325
Filed:Feb 5, 2023
Classes:9, 42
Goods & Services
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
AFO
AFO
Trademark
Word
ABANDONED
Owner:
Serial:97781324
Filed:Feb 5, 2023
Classes:9
90761115
90761115
Trademark
Design
REGISTERED
Owner:
Serial:90761115
Filed:Jun 8, 2021
Classes:9
Registration:7164898
Registered:Sep 12, 2023
Goods & Services
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable mobile applications for use as a comprehensive database management system featuring functions for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, and data aggregation, with integrated reconciliation and verification, utilizing a single integrated database
ETON SOLUTIONS
ETON SOLUTIONS
Trademark
Word
REGISTERED
Owner:
Serial:90761107
Filed:Jun 8, 2021
Classes:9
Registration:7328010
Registered:Mar 12, 2024
Goods & Services
Class 009: Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; Downloadable mobile applications for use as a comprehensive database management system featuring functions for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, and data aggregation, with integrated reconciliation and verification, utilizing a single integrated database
ATLAS AV  FIVE
ATLAS AV FIVE
Trademark
Combined
REGISTERED
Owner:
Serial:88911701
Filed:May 12, 2020
Classes:9
Registration:7055763
Registered:May 16, 2023
Goods & Services
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database | Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
88411349
88411349
Trademark
Design
REGISTERED
Owner:
Serial:88411349
Filed:May 1, 2019
Classes:9, 42
Registration:6011702
Registered:Mar 17, 2020
Goods & Services
[ Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; ] Downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including downloadable computer software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
ATLASFIVE
ATLASFIVE
Trademark
Word
REGISTERED
Owner:
Serial:88978926
Filed:May 1, 2019
Classes:9, 42
Registration:6197172
Registered:Nov 10, 2020
Goods & Services
Downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including downloadable computer software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database | Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
ATLASFIVE
ATLASFIVE
Trademark
Word
REGISTERED
Owner:
Serial:88411353
Filed:May 1, 2019
Classes:9
Registration:7006543
Registered:Mar 21, 2023
Goods & Services
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
A V
A V
Trademark
Combined
REGISTERED
Owner:
Serial:88978927
Filed:May 1, 2019
Classes:9, 42
Registration:6197173
Registered:Nov 10, 2020
Goods & Services
Downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including downloadable computer software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database | Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
A V
A V
Trademark
Combined
REGISTERED
Owner:
Serial:88411364
Filed:May 1, 2019
Classes:9
Registration:7006544
Registered:Mar 21, 2023
Goods & Services
Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database
ETON SOLUTIONS
ETON SOLUTIONS
Trademark
Word
REGISTERED
Owner:
Serial:88411337
Filed:May 1, 2019
Classes:9, 42
Registration:6011701
Registered:Mar 17, 2020
Goods & Services
[ Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; ] Downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including downloadable computer software for document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; "SOLUTIONS"; Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database

Cookie Preferences

We use cookies (including Google Analytics) to improve our site and understand how visitors use it.