QUANTISYS
Live / Applied — Non-final action mailed (as of 19 Jun 2026)
What this means for you
Not registered yet, but its 13 Nov 2025 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
- 79448472
- Mark type
- Word mark
- Filed
- 13 Nov 2025
Goods and services
- Class 009 — Scientific and electric apparatus: Computer software featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, portfolio construction analysis, and return attribution analysis; computer software for the visualization, computation, reporting, extraction, integration and analysis of financial data from portfolio management activities; electronic databases containing information in the field of financial investment management; computer software platform, namely software allowing users to aggregate financial data, rationalize and systematize portfolio management; downloadable mobile applications for use in investment portfolio management, analysis, and for financial forecasting; computer program for the compilation of financial investment data; downloadable computer software featuring the integration of artificial intelligence and machine learning in the field of big data for investment data analytics.
- Class 035 — Advertising and business services: Providing market intelligence services; economic forecasting and analysis.
- Class 036 — Insurance and financial services: Financial forecasting; financial analysis; financial investment analysis and research; financial portfolio analysis services; financial portfolio management; investment portfolio management; asset management services; providing investment management services and customized investment portfolios to private clients; automated investment management; financial risk assessment services; providing financial information in the field of investment portfolio management.
- Class 041 — Education and entertainment services: Educational services, namely arranging and conducting conferences, seminars, workshops, and courses in the field of finance; providing non-downloadable electronic publications in the field of finance via a website; providing newsletters in the field of finance via e-mail; providing non-downloadable instructional videos in the field of finance via a web site.
- Class 042 — Scientific and technological services: Computer programming and software design; software as a service (SaaS) allowing user to access an online computer software platform featuring investment portfolio management data processing and calculation systems integrating financial risk attribution analysis, portfolio construction analysis, and return attribution analysis; software as a service (SaaS) featuring software suite for the visualization, computation, reporting, extraction, integration and analysis of financial data from portfolio management activities; hosting electronic databases containing information in the field of financial investment management; providing non-downloadable set of software tools allowing users to aggregate financial data, rationalize and systematize portfolio management; providing a non-downloadable web-based software application for use in investment portfolio management, analysis, and for financial forecasting; providing a non-downloadable computer program for the compilation of financial investment data; design and development of computer software tools in the field of artificial intelligence and machine learning; research in the field of artificial intelligence technology; writing of computer code; hosting of podcasts in the field of finance.
Owner
Prosecution history
- 09 Jul 2026 — REFUSAL PROCESSED BY IB
- 02 Jul 2026 — CHANGE OF NAME/ADDRESS REC'D FROM IB
- 19 Jun 2026 — NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
- 19 Jun 2026 — REFUSAL PROCESSED BY MPU
- 30 Apr 2026 — NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
- 29 Apr 2026 — NON-FINAL ACTION WRITTEN
- 25 Apr 2026 — ASSIGNED TO EXAMINER
- 24 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 24 Apr 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 23 Apr 2026 — SN ASSIGNED FOR SECT 66A APPL FROM IB