Filed June 1, 2026

Serial No. 99856959

Examining Attorney null

Class Software as a service (SAAS) services, namely, hosting software for use by others for financial data analysis, portfolio management, investment management, risk assessment, financial reporting, workflow automation, and client relationship management for use by banks, hedge funds, broker-dealers, registered investment advisors (RIAs), and other financial services firms; Providing temporary use of non-downloadable cloud-based software for managing financial operations, investment strategies, compliance, analytics, reporting, and business intelligence in the financial services industry;; Platform as a service (PAAS) featuring computer software platforms for financial analysis, investment research, portfolio optimization, predictive analytics, and operational efficiency for financial institutions and investment professionals;; Providing online non-downloadable computer software platforms for aggregating, analyzing, visualizing, and managing financial and investment data.; Platform as a service (PAAS) featuring computer software platforms for financial analysis, investment research, portfolio optimization, predictive analytics, and operational efficiency for financial institutions and investment professionals; 100; 101

Case Type Service mark