AI ALPHA TECHNOLOGIES
Summary of public USPTO data
- Owner
- Global View IP Holdings, LLC
- Status
- Live/Registered
- Serial number
- 99747072
- Registration number
- 8484642
- Filing date
- 2026-04-06
- Registration date
- 2026-10-06
- International classes
- 42
Goods and services
Class 42
- 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.