USPTO trademark

AUTONOMOUS FINANCIAL PLATFORM

Under examinationUSPTOWord markClass 36Class 42

"AUTONOMOUS FINANCIAL PLATFORM" is a word mark owned by ADVISOR360, LLC, filed at the USPTO on August 11, 2026. It is under examination and covers classes 36 and 42.

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Official USPTO record
AUTONOMOUS FINANCIAL PLATFORM trademark as filed
As filed with the USPTO
Status
Under examination
Since August 11, 2026
Filed
August 11, 2026
Registered
Not yet
Expires
Not recorded
Application no.
50043557
Registration no.
Not yet
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
2 classes
Ownership

Who owns AUTONOMOUS FINANCIAL PLATFORM

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

ADVISOR360, LLC

Needham, United States

22 trademarks in the portfolioView company

Representative

Daniel Hwang

Spencer Fane LLP

Goods and services

What the mark covers

The products and services AUTONOMOUS FINANCIAL PLATFORM is filed for, grouped by Nice class.

  • Providing stock/securities market information; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information provided by electronic means in the field of Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, and other authorized persons

  • Providing temporary use of online non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Electronic storage services for archiving databases, images and other electronic data; Providing temporary use of online non-downloadable computer software applications for a seamless aggregating of investor data from disparate sources to power applications to assist in analysis; Providing temporary use of online non-downloadable computer software applications for authorized securities brokers and account representatives for viewing client data and information for facilitating analyses of their clients' holdings and positions, and for conducting actions; Providing temporary use of online non-downloadable computer software applications for individual and family asset management, goalplanning, asset allocation, risk management, and portfolio performance; Technological planning and consulting services in the field of digital onboarding; Providing temporary use of on-line non-downloadable software for enabling customer due diligence, risk assessment, and regulatory compliance; Providing temporary use of online non-downloadable computer software for for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, wealth planning, proposals, document management, securities trading, insurance management, banking and loan management, estate plan and investment model rebalancing, and case management; Software as a service (SAAS) services featuring software for facilitating wealth and asset management, reporting, asset account status reporting, digital communications between advisors and clients, and access to learning tools, articles, and reports in the fields of wealth management; Software as a service (SAAS) services featuring software for use in the digital onboarding and verification of customer identities and communication for advisors, brokers, and clients; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for facilitating wealth and asset management, reporting, asset account status reporting, digital communications between advisors and clients, and access to learning tools, articles, and reports in the fields of wealth management; Application service provider (ASP) featuring software using artificial intelligence (AI) for facilitating wealth and asset management, reporting, asset account status reporting, digital communications between advisors and clients, and access to learning tools, articles, and reports in the fields of wealth management

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. New application office supplied data entered
  2. New application entered
FAQ

About AUTONOMOUS FINANCIAL PLATFORM

Who owns the trademark "AUTONOMOUS FINANCIAL PLATFORM"?

The USPTO trademark "AUTONOMOUS FINANCIAL PLATFORM" (application 50043557) is owned by ADVISOR360, LLC.

What is the status of "AUTONOMOUS FINANCIAL PLATFORM"?

Its status at the USPTO is: under examination.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull AUTONOMOUS FINANCIAL PLATFORM 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}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019ff622-113f-77ac-b328-721540038836
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019ff622-113f-77ac-b328-721540038836",
  "object": "trademark",
  "mark_text": "AUTONOMOUS FINANCIAL PLATFORM",
  "status": {
    "primary": "pending",
    "stage": "examining"
  },
  "office_code": "US",
  "application_number": "50043557",
  "filing_date": "2026-08-11",
  "nice_classes": [
    36,
    42
  ],
  "owners": [
    {
      "name": "ADVISOR360, LLC",
      "entity_id": "ent_019eb700-8b19-74fb-9613-a965e7980135"
    }
  ]
}