Filed July 17, 2025

Serial No. 99289008

Examining Attorney ELIZABETH YI HSUAN CHANG

Interlocutory Attorney KATIE BUKRINSKY

Class Downloadable computer software, platforms and mobile apps using artificial intelligence, machine learning, and deep learning for processing equity transactions; downloadable software for financial management; downloadable computer software for analyzing and managing private investments, portfolios and markets for investors, private banks and asset managers; downloadable mobile apps for analyzing and managing private investments, portfolios and markets for investors, private banks and asset managers; downloadable computer software for use in financial services applications, namely, for portfolio optimization and construction, risk management and risk model construction; downloadable mobile apps for use in financial services applications, namely, for equity portfolio optimization and construction, risk management and risk model construction; downloadable computer software used to analyze and manage portfolios of top-tier private markets and private equity funds; downloadable computer software for data processing and distribution of information in relation to investments, asset management, investment of assets in equities, capital markets and private equity; downloadable computer application software for analyzing and managing private investments, portfolios and markets for use by professionals in the investment management industry; downloadable computer software, namely, a portfolio management construction tool to build financial investment portfolio; downloadable collaboration management software platform for managing financial investments.; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101

Case Type Trademark Service mark