U.S., Jan. 14 -- An application to own the trademark for 'ADVISORENGINE PORTFOLIO SOLUTIONS' has been filed on Oct. 16, 2025.

Owner(s):

AdvisorEngine Inc.; 1616 E. Millbrook Road, Ste. 210, , NORTH CAROLINA

Goods and/or Services:

For: Investment management; financial investment portfolio analysis; financial investment due diligence; financial services in the nature of investment portfolio construction

Class(es): 100, 101, 102

For: Providing temporary use of on-line non-downloadable software for financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, investment performance measurement, compliance record keeping, and account reconciliation; Providing temporary use of on-line non-downloa...