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AI ALPHA TECHNOLOGIES

99747072 | Trademark

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Filed April 6, 2026
Serial No. 99747072
Examining Attorney SHATONI A FOSTER
Class Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems.; 100; 101
AI ALPHA TECHNOLOGIES
Case Type Service mark
Status Application has been published for opposition. The opposition period begins on the date of publication.
Last Updated: 4 days, 2 hours ago
Filing Date # Docket Text