FORMULARY FINANCIAL
Live / Applied — New application — not yet assigned to an examiner (as of 02 Nov 2026)
What this means for you
Not registered yet, but its 02 Nov 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50195169
- Mark type
- Word mark
- Filed
- 02 Nov 2026
- Attorney of record
- Sandy Koropp
Goods and services
- Class 035 — Advertising and business services: Account auditing; Business administration services in the field of investment funds and fund managers; Preparing business reports; Data processing for the compilation of data for business purposes; Data processing for businesses and management; Business assistance, management and information services; Business administration services in the field of investment services, back-office services for fund managers and their management companies
- Class 036 — Insurance and financial services: Financial administration of fund and accounting, fund and management company bookkeeping, general ledger, quarterly and annual close, financial statements and partner capital accounts; Management of a capital investment fund; Providing investors with financial information; Outsource service provider in the field of financial consultancy; Financial management relating to investments; Financial advice in the field of audit, tax and compliance support, including audit preparation and support, coordination with tax preparers, and regulatory and compliance reporting support
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for fund administration, fund accounting, investment fund management, financial reporting, extracting, processing, aggregating and analyzing financial data; Providing temporary use of on-line non-downloadable software for managing investor records, capital accounts, capital calls, distributions, and fund financial data; Providing temporary use of on-line non-downloadable software for portfolio monitoring and analytics; Platform as a service (PAAS) featuring computer software platforms for investment fund administration; Providing temporary use of on-line non-downloadable software for analyzing, and generating reports regarding fund financial and portfolio data using artificial intelligence (AI)
Owner
- FORMULARY FINANCIAL INC., WESTON, CT, US
Prosecution history
- 02 Nov 2026 — APPLICATION FILING RECEIPT MAILED
- 02 Nov 2026 — NEW APPLICATION ENTERED