VESTMARK, INC. logo

VESTMARK, INC.

22 Marks
Corp.
First Filed:Apr 9, 2003Latest Filed:Feb 15, 2022Address:Suite 205, Wakefield, MA 01880

Portfolio Overview

Registered
13(59%)
Dead
9(41%)
Previous
8

Top Classes

Class 42
Software, IT Services & Scientific Research
17(77%)
Class 9
Electronics, Software & Scientific Equipment
3(14%)
Class 35
Advertising, Business Services & Retail
2(9%)

TTAB Proceedings

Total Proceedings
2
As Plaintiff
2(100%)
As Defendant
0(0%)

Top Firms

Quarles & Brady LLP(Feb 2022)
9
Adsero IP(Sep 2019)
5
Bryan Cave Leighton Paisner ...(Mar 2007)
4
Holme Roberts & Owen LLP(Feb 2007)
3
Swanson & Bratschun, L.L.C.(Sep 2014)
2

Trademark Activity Timeline(2003 – 2025)

Trademark Portfolio

30 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PERSONALIZED INVESTING AT SCALE
PERSONALIZED INVESTING AT SCALE
Service Mark
Word
REGISTERED
Owner:
Serial:97268235
Filed:Feb 15, 2022
Classes:42
Registration:7272082
Registered:Jan 9, 2024
Goods & Services
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
VAST ADVISORY SOLUTIONS
VAST ADVISORY SOLUTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:97234428
Filed:Jan 24, 2022
Classes:42
Goods & Services
"ADVISORY SOLUTIONS"
VAST PERSONALIZED PORTFOLIOS
VAST PERSONALIZED PORTFOLIOS
Service Mark
Word
REGISTERED
Owner:
Serial:97234443
Filed:Jan 24, 2022
Classes:42
Registration:7671931
Registered:Jan 28, 2025
Goods & Services
"PERSONALIZED PORTFOLIOS"; Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
VAST PORTFOLIO SOLUTIONS
VAST PORTFOLIO SOLUTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:97234421
Filed:Jan 24, 2022
Classes:42
Goods & Services
"PORTFOLIO SOLUTIONS"
VAST WEALTH TECHNOLOGY
VAST WEALTH TECHNOLOGY
Service Mark
Word
ABANDONED
Owner:
Serial:97234452
Filed:Jan 24, 2022
Classes:42
Goods & Services
"WEALTH TECHNOLOGY"
VESTMARK VAST
VESTMARK VAST
Service Mark
Word
REGISTERED
Owner:
Serial:97234416
Filed:Jan 24, 2022
Classes:42
Registration:7671930
Registered:Jan 28, 2025
Goods & Services
Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
88062520
88062520
Service Mark
Design
REGISTERED
Owner:
Serial:88062520
Filed:Aug 2, 2018
Classes:42
Registration:5773379
Registered:Jun 11, 2019
Goods & Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
88062524
88062524
Service Mark
Design
REGISTERED
Owner:
Serial:88062524
Filed:Aug 2, 2018
Classes:42
Registration:5773381
Registered:Jun 11, 2019
Goods & Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
VESTMARK
VESTMARK
Service Mark
Combined
REGISTERED
Owner:
Serial:88062517
Filed:Aug 2, 2018
Classes:42
Registration:5773378
Registered:Jun 11, 2019
Goods & Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
VESTMARK
VESTMARK
Service Mark
Combined
REGISTERED
Owner:
Serial:88062521
Filed:Aug 2, 2018
Classes:42
Registration:5773380
Registered:Jun 11, 2019
Goods & Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
VESTMARK
VESTMARK
Service Mark
Word
REGISTERED
Owner:
Serial:88062525
Filed:Aug 2, 2018
Classes:42
Registration:5702363
Registered:Mar 19, 2019
Goods & Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
PORTFOLIOONE
PORTFOLIOONE
Service Mark
Word
REGISTERED
Owner:
Serial:86399951
Filed:Sep 19, 2014
Classes:42
Registration:4886652
Registered:Jan 12, 2016
Goods & Services
Software as a service (SAAS) services featuring software for managing investment accounts
TAILORED ADVISORY PORTFOLIO
TAILORED ADVISORY PORTFOLIO
Service Mark
Word
REGISTERED
Owner:
Serial:86399948
Filed:Sep 19, 2014
Classes:42
Registration:4886651
Registered:Jan 12, 2016
Goods & Services
"ADVISORY PORTFOLIO"; Software as a service (SAAS) services featuring software for managing investment accounts
TAP
TAP
Service Mark
Word
REGISTERED
Owner:
Serial:86399953
Filed:Sep 19, 2014
Classes:42
Registration:5023133
Registered:Aug 16, 2016
Goods & Services
Software as a service (SAAS) services featuring software for managing investment accounts for use by investment portfolio managers, broker-dealers, bank trusts and financial institutions
UNIFIED WEALTH MANAGEMENT
UNIFIED WEALTH MANAGEMENT
Service Mark
Word
CANCELLED
Owner:
Serial:86399939
Filed:Sep 19, 2014
Classes:42
Registration:4792228
Registered:Aug 11, 2015
Goods & Services
"WEALTH MANAGEMENT"
VESTMARKONE
VESTMARKONE
Service Mark
Word
REGISTERED
Owner:
Serial:86399946
Filed:Sep 19, 2014
Classes:42
Registration:4742897
Registered:May 26, 2015
Goods & Services
Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management
COGO LABS
COGO LABS
Service Mark
Combined
ABANDONED
Owner:
Serial:77112230
Filed:Feb 21, 2007
Classes:35
COGOLABS
COGOLABS
Service Mark
Word
ABANDONED
Owner:
Serial:77112223
Filed:Feb 21, 2007
Classes:35
PORTFOLIO360
PORTFOLIO360
Service Mark
Word
REGISTERED
Owner:
Serial:78906377
Filed:Jun 12, 2006
Classes:42
Registration:3562646
Registered:Jan 13, 2009
Goods & Services
Class 042: PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR GENERATING PROPOSALS IN THE FIELD OF FINANCIAL PLANNING AND FINANCIAL PORTFOLIO MANAGEMENT
LIFEHARBOR
LIFEHARBOR
Trademark
Word
CANCELLED
Owner:
Serial:78494809
Filed:Oct 5, 2004
Classes:9
Registration:3020634
Registered:Nov 29, 2005
LIVESPACE
LIVESPACE
Trademark
Word
CANCELLED
Owner:
Serial:76505298
Filed:Apr 9, 2003
Classes:9
Registration:2880921
Registered:Sep 7, 2004
Goods & Services
Computer software for real-time application and database integration across the global computer information network in the field of business
VESTMARK
VESTMARK
Trademark
Word
CANCELLED
Owner:
Serial:76505299
Filed:Apr 9, 2003
Classes:9
Registration:2880922
Registered:Sep 7, 2004
Goods & Services
Computer software for accessing, connecting, developing and managing distributed application software
ADHESION
ADHESION
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:88623320
Filed:Sep 19, 2019
Classes:42
Registration:6036670
Registered:Apr 21, 2020
Goods & Services
Software as a service (SAAS) services featuring software for managing investment accounts
ADHESION WEALTH
ADHESION WEALTH
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:88623311
Filed:Sep 19, 2019
Classes:42
Registration:6203418
Registered:Nov 24, 2020
Goods & Services
Class 042: Software as a service (SAAS) services featuring software for managing investment accounts
ADHESION WEALTH
ADHESION WEALTH
Service Mark
Combined
Previous
REGISTERED
Owner:
Serial:88483572
Filed:Jun 21, 2019
Classes:42
Registration:5959633
Registered:Jan 14, 2020
Goods & Services
"WEALTH"; Software as a service (SAAS) services featuring software for managing investment accounts
SECURELEADS
SECURELEADS
Service Mark
Combined
Previous
CANCELLED
Owner:
Serial:77144994
Filed:Mar 30, 2007
Classes:42
Registration:3429652
Registered:May 20, 2008
SECURELEADS
SECURELEADS
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:77144989
Filed:Mar 30, 2007
Classes:42
Registration:3425498
Registered:May 13, 2008
SECURELEADS
SECURELEADS
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:77112254
Filed:Feb 21, 2007
Classes:35
Registration:3328722
Registered:Nov 6, 2007
SECURELEADS
SECURELEADS
Service Mark
Combined
Previous
CANCELLED
Owner:
Serial:77112256
Filed:Feb 21, 2007
Classes:35
Registration:3375116
Registered:Jan 29, 2008
ADVISORNOW
ADVISORNOW
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:78798997
Filed:Jan 25, 2006
Classes:35
Registration:3186678
Registered:Dec 19, 2006

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