SEI ACCESS
"SEI ACCESS" is a word mark owned by SEI Investments Developments, Inc., filed at the USPTO on October 1, 2024. It is registered and covers classes 35, 36 and 42.
- Status
- Registered
- Since April 28, 2026
- Filed
- October 1, 2024
- Registered
- April 28, 2026
- Expires
- Not recorded
- Application no.
- 98780559
- Registration no.
- 8235107
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 3 classes
Who owns SEI ACCESS
The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.
Owner
SEI Investments Developments, Inc.
SEIC · Wilmington, United States
Representative
Kristin H. Altoff
Morgan, Lewis & Bockius LLP
What the mark covers
The products and services SEI ACCESS is filed for, grouped by Nice class.
Provision of an online marketplace for the buyers and sellers of alternative investment products
Providing information regarding alternative investment offerings of equity or debt securities to financial intermediaries, financial advisors, and investors; Financial services, namely, facilitating financial transactions for securities via an online platform that connects issuers and their intermediaries with financial advisers and investors; Financial services, namely, conducting straight-through processing and data exchange for alternative investment transactions; Financial services, namely, raising equity capital for others; Collective investment trust services
Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to seamlessly inter-operate while managing and processing alternative investments workflow, data, documents, marketing, communications, and allocations; Providing a website featuring online non-downloadable software that gives financial intermediaries, financial advisors, investors, asset managers, and issuers the ability to configure web functionality featuring user-defined information relating to alternative investment opportunities; Providing a website featuring online non-downloadable software and applications for use in facilitating alternative investment transactions; Providing a website featuring online non-downloadable software and applications for use in obtaining electronic signatures for investment transactions; Providing a website featuring online non-downloadable software and applications for use in conducting straight-through processing and data exchange for alternative investment transactions; Providing temporary use of online, non-downloadable software and applications to allow financial intermediaries, financial advisors, and investors to participate in or obtain information about alternative investments directly or on behalf of others; Providing temporary use of online, non-downloadable software and applications for the purpose of managing investor and investment information relating to alternative investment transactions; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to complete onboarding documentation and to manage, store and track documentation; Providing temporary use of online, non-downloadable software and applications for the purpose of completing onboarding documentation and for managing, storing and tracking documentation; Platform as a service (PAAS) featuring computer software platforms for financial intermediaries, financial advisors, investors, asset managers, and issuers in the alternative investments industry to track the buying and selling of securities; Platform as a services (PAAS) featuring computer software platforms for transactions processing, namely, vendor workflow management and document routing, countersigning service subscriptions and communicating with internal and external stakeholders regarding transactions; Platform as a services (PAAS) featuring computer software platforms for tracking downloads of documentation, tracking subscription status, exporting CSV data for transactions and storing documentation
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of registration confirmation emailed
- Registered-principal register
- Notice of acceptance of statement of use e-mailed
- Allowed principal register - sou accepted
- Statement of use processing complete
- Use amendment filed
- Teas statement of use received
- Noa e-mailed - sou required from applicant
- Official gazette publication confirmation e-mailed
- Published for opposition
10 earlier steps on the official record.
About SEI ACCESS
Who owns the trademark "SEI ACCESS"?
The USPTO trademark "SEI ACCESS" (application 98780559) is owned by SEI Investments Developments, Inc.
What is the status of "SEI ACCESS"?
Its status at the USPTO is: registered.
When was "SEI ACCESS" registered?
It was registered on April 28, 2026.
Get this data via the API
Everything on this page comes from the Signa API. Pull SEI ACCESS and marks like it into your own product with one request.
GET/v1/trademarks/{id}The full record: owners, classes, dates and images
GET/v1/trademarks/{id}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d29ea-5c9f-7227-8b4a-2a505f235f97
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d29ea-5c9f-7227-8b4a-2a505f235f97",
"object": "trademark",
"mark_text": "SEI ACCESS",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "98780559",
"filing_date": "2024-10-01",
"nice_classes": [
35,
36,
42
],
"owners": [
{
"name": "SEI Investments Developments, Inc.",
"entity_id": "ent_019eb6fa-10a8-7626-9dd4-173292c501e1"
}
]
}