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List of wealth management patents

Patents where

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Name	Description	Patent Applicant	Current Assignee	Patent Jurisdiction	Patent Number	Date of Patent
‌ US Patent 10104059 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 10104059 was granted and assigned to Plaid on October, 2018 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10104059	October 16, 2018
‌ US Patent 10003591 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 10003591 was granted and assigned to Plaid on June, 2018 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10003591	June 19, 2018
‌ US Patent 10319029 System and method for programmatically accessing financial data	Patent 10319029 was granted and assigned to Plaid on June, 2019 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10319029	June 11, 2019
‌ US Patent 10523653 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 10523653 was granted and assigned to Plaid on December, 2019 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10523653	December 31, 2019
‌ US Patent 10530761 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 10530761 was granted and assigned to Plaid on January, 2020 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10530761	January 7, 2020
‌ US Patent 10395108 Automatically identifying and interacting with hierarchically arranged elements	Patent 10395108 was granted and assigned to Decision Engines on August, 2019 by the United States Patent and Trademark Office.	Decision Engines	Decision Engines	United States Patent and Trademark Office	10395108	August 27, 2019
‌ US Patent 7376604 Method for investing yield restricted monies	Patent 7376604 was granted and assigned to Goldman Sachs on May, 2008 by the United States Patent and Trademark Office.		Goldman Sachs	United States Patent and Trademark Office	7376604	May 20, 2008
‌ US Patent 11682070 Systems and methods for estimating past and prospective attribute values associated with a user account	Patent 11682070 was granted and assigned to Plaid on June, 2023 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11682070	June 20, 2023
‌ US Patent 11327960 Systems and methods for data parsing	Patent 11327960 was granted and assigned to Plaid on May, 2022 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11327960	May 10, 2022
‌ US Patent 7596525 Computer-implemented method and apparatus for selecting an investment portfolio and administering an investment company based in part on socially responsible investing considerations	Patent 7596525 was granted and assigned to Dimensional Fund Advisors on September, 2009 by the United States Patent and Trademark Office.		Dimensional Fund Advisors	United States Patent and Trademark Office	7596525	September 29, 2009
‌ US Patent 7599874 Computer-implemented method of selecting an investment portfolio and administering an investment company based in part on socially responsible investing considerations	Patent 7599874 was granted and assigned to Dimensional Fund Advisors on October, 2009 by the United States Patent and Trademark Office.		Dimensional Fund Advisors	United States Patent and Trademark Office	7599874	October 6, 2009
‌ US Patent 10904239 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 10904239 was granted and assigned to Plaid on January, 2021 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10904239	January 26, 2021
‌ US Patent 11050729 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 11050729 was granted and assigned to Plaid on June, 2021 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11050729	June 29, 2021
‌ US Patent 11503010 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 11503010 was granted and assigned to Plaid on November, 2022 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11503010	November 15, 2022
‌ US Patent 9595023 System and method for facilitating programmatic verification of transactions	Patent 9595023 was granted and assigned to Plaid on March, 2017 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	9595023	March 14, 2017
‌ US Patent 11030682 System and method for programmatically accessing financial data	Patent 11030682 was granted and assigned to Plaid on June, 2021 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11030682	June 8, 2021
‌ US Patent 11595374 Secure permissioning of access to user accounts, including secure deauthorization of access to user accounts	Patent 11595374 was granted and assigned to Plaid on February, 2023 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11595374	February 28, 2023
‌ US Patent 10984468 Systems and methods for estimating past and prospective attribute values associated with a user account	Patent 10984468 was granted and assigned to Plaid on April, 2021 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10984468	April 20, 2021
‌ US Patent 11430057 Parameter-based computer evaluation of user accounts based on user account data stored in one or more databases	Patent 11430057 was granted and assigned to Plaid on August, 2022 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11430057	August 30, 2022
‌ US Patent 11216814 System and method for facilitating programmatic verification of transactions	Patent 11216814 was granted and assigned to Plaid on January, 2022 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11216814	January 4, 2022
‌ US Patent 7313543 System and method for dividing a remittance and distributing a portion of the funds to multiple investment products	Patent 7313543 was granted and assigned to Ameriprise Financial on December, 2007 by the United States Patent and Trademark Office.		Ameriprise Financial	United States Patent and Trademark Office	7313543	December 25, 2007
‌ US Patent 11290389 System and method for latency critical quality of service using continuous bandwidth control	Patent 11290389 was granted and assigned to DRW on March, 2022 by the United States Patent and Trademark Office.	DRW	DRW	United States Patent and Trademark Office	11290389	March 29, 2022
‌ US Patent 11803660 Secure permissioning of access to user accounts, including secure distribution of aggregated user account data	Patent 11803660 was granted and assigned to Plaid (company) on October, 2023 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	11803660	October 31, 2023
‌ US Patent 9449346 System and method for programmatically accessing financial data	Patent 9449346 was granted and assigned to Plaid on September, 2016 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	9449346	September 20, 2016
‌ US Patent 10726491 Parameter-based computer evaluation of user accounts based on user account data stored in one or more databases	Patent 10726491 was granted and assigned to Plaid on July, 2020 by the United States Patent and Trademark Office.	Plaid	Plaid	United States Patent and Trademark Office	10726491	July 28, 2020

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