INVESTCLOUD, INC. logo

INVESTCLOUD, INC.

40 Marks
Corp.
First Filed:Mar 7, 2011Latest Filed:Feb 5, 2026Address:700 N. San Vicente Blvd., West Hollywood, CA 90069

Portfolio Overview

Registered
14(35%)
Pending
15(38%)
Dead
11(28%)

Top Classes

Class 42
Software, IT Services & Scientific Research
37(93%)
Class 41
Education and Entertainment
1(3%)
Class 9
Electronics, Software & Scientific Equipment
1(3%)

TTAB Proceedings

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

Top Firms

Young Basile Hanlon & MacFar...(Mar 2025)
33

Trademark Activity Timeline(2011 – 2026)

Trademark Portfolio

40 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
ALTIC
ALTIC
Service Mark
Stylized
ITU
PENDING
Owner:
Serial:99636466
Filed:Feb 5, 2026
Classes:42
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for planning, reporting, analyzing, accounting and portfolio management of alternative and private financial assets
ALTIC
ALTIC
Service Mark
Word
ITU
PENDING
Owner:
Serial:99636464
Filed:Feb 5, 2026
Classes:42
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for planning, reporting, analyzing, accounting and portfolio management of alternative and private financial assets
PM+
PM+
Service Mark
Combined
ITU
PENDING
Owner:
Serial:99615582
Filed:Jan 26, 2026
Classes:42
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for planning, reporting, analyzing, accounting and portfolio management of alternative and private financial assets
PM+
PM+
Service Mark
Word
ITU
PENDING
Owner:
Serial:99615593
Filed:Jan 26, 2026
Classes:42
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for planning, reporting, analyzing, accounting and portfolio management of alternative and private financial assets
PMPLUS
PMPLUS
Service Mark
Word
ITU
PENDING
Owner:
Serial:99615588
Filed:Jan 26, 2026
Classes:42
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for planning, reporting, analyzing, accounting and portfolio management of alternative and private financial assets
PUBLIC AND PRIVATE MANAGED ACCOUNT
PUBLIC AND PRIVATE MANAGED ACCOUNT
Service Mark
Word
ITU
PENDING
Owner:
Serial:99091175
Filed:Mar 18, 2025
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market securities.
PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA)
PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA)
Service Mark
Word
ITU
PENDING
Owner:
Serial:99091185
Filed:Mar 18, 2025
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market securities
PPMA
PPMA
Service Mark
Word
ITU
PENDING
Owner:
Serial:99087560
Filed:Mar 17, 2025
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market securities
WEALTH EQUITY LINE OF CREDIT
WEALTH EQUITY LINE OF CREDIT
Service Mark
Word
ITU
PENDING
Owner:
Serial:99069433
Filed:Mar 5, 2025
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for supporting the procurement of loans from third parties based on private equity assets
WELOC
WELOC
Service Mark
Word
ITU
PENDING
Owner:
Serial:99069412
Filed:Mar 5, 2025
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for supporting the procurement of loans from third parties based on private equity assets
PMA
PMA
Service Mark
Word
ITU
PENDING
Owner:
Serial:98794329
Filed:Oct 10, 2024
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for planning, reporting, analyzing, trading, accounting and portfolio management of alternative and private financial assets
PRIVATE MARKETS ACCOUNT
PRIVATE MARKETS ACCOUNT
Service Mark
Word
ITU
PENDING
Owner:
Serial:98794319
Filed:Oct 10, 2024
Classes:42
Goods & Services
PRIVATE MARKETS; Software as a service (SAAS) services featuring software for planning, reporting, analyzing, trading, accounting and portfolio management of alternative and private financial assets
PRIVATE MARKETS ACCOUNT (PMA)
PRIVATE MARKETS ACCOUNT (PMA)
Service Mark
Word
ITU
PENDING
Owner:
Serial:98794334
Filed:Oct 10, 2024
Classes:42
Goods & Services
Software as a service (SAAS) services featuring software for planning, reporting, analyzing, trading, accounting and portfolio management of alternative and private financial assets
INVESTCLOUD
INVESTCLOUD
Service Mark
Stylized
REGISTERED
Owner:
Serial:98657701
Filed:Jul 19, 2024
Classes:42
Registration:8171017
Registered:Mar 10, 2026
Goods & Services
Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation
INVESTCLOUD WEALTH CONNECTED
INVESTCLOUD WEALTH CONNECTED
Service Mark
Stylized
ITU
PENDING
Owner:
Serial:98657731
Filed:Jul 19, 2024
Classes:42
Goods & Services
"WEALTH"; Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation
WEALTH CONNECTED
WEALTH CONNECTED
Service Mark
Word
ITU
PENDING
Owner:
Serial:98657745
Filed:Jul 19, 2024
Classes:42
Goods & Services
"WEALTH"; Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation
IC PINK
IC PINK
Trademark
Word
REGISTERED
Owner:
Serial:98021661
Filed:May 31, 2023
Classes:9
Registration:7419966
Registered:Jun 18, 2024
Goods & Services
Downloadable computer software for tracking and managing personal finances; Downloadable computer software for storing, organizing and sharing documents
INVESTCLOUD PINK
INVESTCLOUD PINK
Service Mark
Word
REGISTERED
Owner:
Serial:98015149
Filed:May 26, 2023
Classes:42
Registration:7419142
Registered:Jun 18, 2024
Goods & Services
Software as a service (SAAS) services featuring software for tracking and managing personal finances
INVESTCLOUD WHITE
INVESTCLOUD WHITE
Service Mark
Word
REGISTERED
Owner:
Serial:98015117
Filed:May 26, 2023
Classes:42
Registration:7419134
Registered:Jun 18, 2024
Goods & Services
Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management
INVESTCLOUD BLACK
INVESTCLOUD BLACK
Service Mark
Word
REGISTERED
Owner:
Serial:97384729
Filed:Apr 27, 2022
Classes:42
Registration:7074489
Registered:Jun 6, 2023
Goods & Services
Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management
INVESTCLOUD BLUE
INVESTCLOUD BLUE
Service Mark
Word
REGISTERED
Owner:
Serial:97384696
Filed:Apr 27, 2022
Classes:42
Registration:7074483
Registered:Jun 6, 2023
Goods & Services
Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management
INVESTCLOUD GREEN
INVESTCLOUD GREEN
Service Mark
Word
REGISTERED
Owner:
Serial:97384747
Filed:Apr 27, 2022
Classes:42
Registration:7074490
Registered:Jun 6, 2023
Goods & Services
Software as a service (SAAS) services featuring software for automated financial trading and accounting
INVESTCLOUD ORANGE
INVESTCLOUD ORANGE
Service Mark
Word
REGISTERED
Owner:
Serial:97384712
Filed:Apr 27, 2022
Classes:42
Registration:7074484
Registered:Jun 6, 2023
Goods & Services
Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management
CAPPPEE
CAPPPEE
Service Mark
Word
ABANDONED
Owner:
Serial:97091062
Filed:Oct 25, 2021
Classes:42
IPROGRAM
IPROGRAM
Service Mark
Word
REGISTERED
Owner:
Serial:97086894
Filed:Oct 21, 2021
Classes:42
Registration:7077260
Registered:Jun 6, 2023
Goods & Services
Customizing computer software; Software design and development; Computer software development; Computer software development and computer programming development for others; Developing customized software for others
CHAAPIF
CHAAPIF
Service Mark
Word
ABANDONED
Owner:
Serial:97082291
Filed:Oct 19, 2021
Classes:42
CHAPOSS
CHAPOSS
Service Mark
Word
ABANDONED
Owner:
Serial:97082297
Filed:Oct 19, 2021
Classes:42
FINANCIAL SUPERMARKET
FINANCIAL SUPERMARKET
Service Mark
Word
ABANDONED
Owner:
Serial:90727381
Filed:May 21, 2021
Classes:35
Goods & Services
"SUPERMARKET"
PWP
PWP
Service Mark
Word
REGISTERED
Owner:
Serial:90157847
Filed:Sep 3, 2020
Classes:42
Registration:6340105
Registered:May 4, 2021
Goods & Services
Computer software development; Software as a service (SAAS) services featuring software for use in software development
88035123
88035123
Service Mark
Design
REGISTERED
Owner:
Serial:88035123
Filed:Jul 12, 2018
Classes:42
Registration:6206188
Registered:Nov 24, 2020
Goods & Services
Platform as a Service (PaaS) featuring software for use in management and storage of financial information
CHAPOSS
CHAPOSS
Service Mark
Word
ABANDONED
Owner:
Serial:88035026
Filed:Jul 12, 2018
Classes:41
LIGHTPORT
LIGHTPORT
Service Mark
Word
CANCELLED
Owner:
Serial:88033823
Filed:Jul 11, 2018
Classes:42
Registration:5848632
Registered:Sep 3, 2019
Goods & Services
Application service provider featuring software in the field of financial services, namely, web site development, dynamic online reporting, web-based document management and e-mail archival and retrieval
PLACE PRIMARY LOCATION OF ACCESS, CONTROL AND ENTRY
PLACE PRIMARY LOCATION OF ACCESS, CONTROL AND ENTRY
Service Mark
Word
ABANDONED
Owner:
Serial:88033865
Filed:Jul 11, 2018
Classes:42
INVESTCLOUD
INVESTCLOUD
Service Mark
Combined
REGISTERED
Owner:
Serial:86336381
Filed:Jul 14, 2014
Classes:42
Registration:4688706
Registered:Feb 17, 2015
Goods & Services
Cloud computing featuring software for use in management and storage of financial information
IDR
IDR
Service Mark
Word
CANCELLED
Owner:
Serial:85526486
Filed:Jan 26, 2012
Classes:42
Registration:4179504
Registered:Jul 24, 2012
INVESTCLOUD CUSTOMPORT
INVESTCLOUD CUSTOMPORT
Service Mark
Word
CANCELLED
Owner:
Serial:85503347
Filed:Dec 23, 2011
Classes:42
Registration:4179441
Registered:Jul 24, 2012
Goods & Services
"CUSTOM PORT"
INVESTCLOUD
INVESTCLOUD
Service Mark
Word
REGISTERED
Owner:
Serial:85485944
Filed:Dec 2, 2011
Classes:42
Registration:4179263
Registered:Jul 24, 2012
Goods & Services
Cloud computing featuring software for use in management and storage of financial information
ALL IN ONE PLACE
ALL IN ONE PLACE
Service Mark
Word
REGISTERED
Owner:
Serial:85485384
Filed:Dec 1, 2011
Classes:42
Registration:4179226
Registered:Jul 24, 2012
Goods & Services
Cloud computing featuring software for use in management and storage of financial information
INVESTCLOUD A CONIFER GROUP COMPANY
INVESTCLOUD A CONIFER GROUP COMPANY
Service Mark
Combined
CANCELLED
Owner:
Serial:85407002
Filed:Aug 25, 2011
Classes:42
Registration:4128781
Registered:Apr 17, 2012
Goods & Services
"GROUP COMPANY"
ENVISOR
ENVISOR
Service Mark
Word
CANCELLED
Owner:
Serial:85259721
Filed:Mar 7, 2011
Classes:42
Registration:4254559
Registered:Dec 4, 2012

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