GleanMark

ADDEPAR Trademark

ADDEPAR is a USPTO trademark filed by Addepar, Inc.. Status: Registered.

Trademark Facts

MarkADDEPAR
Serial Number87982718
Registration Number6034412
StatusRegistered
Filing Date2017-12-21
Registration Date2020-04-14
Mark TypeWord
Nice Classes035 (Advertising & Business), 042 (Software & IT)
OwnerAddepar, Inc.
Attorney of RecordJessica C. Sganga
Prosecution Events50
Latest EventE815 on 2026-04-14

Goods & Services

Business advice and information relating to the financial services industry, financial advisers, wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, accounting, reporting, client management, and customer relationship management (CRM); preparation of reports relating to finance and investments; financial records management; assistance, advisory services and consultancy with regard to data management and aggregation, accounting, data reporting, business client management, and customer relationship management (CRM); compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; analyzing and compiling data for measuring the performance of financial markets; business research; platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM)

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