NUMERIX trademark for financial analysis software and consulting
Summary
The USPTO has registered the trademark NUMERIX (TM78832566) for financial analysis software and consulting services. The registration covers non-downloadable software for financial modeling, pricing, valuation, and risk analysis of financial instruments, as well as related consulting and information services.
What changed
The United States Patent and Trademark Office (USPTO) has registered the trademark NUMERIX (TM78832566) for a suite of services related to financial analysis. The registration specifically covers the provision of non-downloadable computer software for financial modeling, pricing, valuation, and risk analysis of financial instruments, derivatives, and investment portfolios. It also includes consulting services in financial analysis and the provision of financial information related to these activities.
This registration signifies the USPTO's approval of the trademark for use in commerce within the specified categories. While this is a trademark registration and not a regulatory rule, it impacts entities operating in the financial technology and consulting space by establishing exclusive rights for the trademark holder. Companies offering similar services should be aware of this registered trademark to avoid potential infringement issues.
Source document (simplified)
← USPTO Trademark Applications
NUMERIX
Registered TM78832566 Kind: registered Mar 26, 2026
Abstract
Providing temporary use of non-downloadable computer software for performing financial analysis and financial modeling; providing temporary use of non-downloadable computer software for pricing, valuing, evaluating and analyzing risk of financial instruments, derivatives, investment securities, and portfolios therefor, and instructional manuals sold as a unit for use therewith; Financial analysis consulting services; providing financial [ investment ] information [ featuring information on the ] pricing, valuation, and risk analysis of financial instruments, derivatives, investment securities, and portfolios thereof
Filing Date
2006-03-08
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