Newport Beach, CA, United States of America

Advisys, Inc.


USPTO Granted Patents = 4

% Expired Patents = 25.0


Trademarks = 2

Forward Citations = 123

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19 inventors (with patents filed for the assignee):

goldMedal Douglas R Kern (2 out of 9 patents)

silverMedal Robert Hunt Carpenter (2 out of 28 patents)

bronzeMedal Ruxandra Draghia-Akli (2 out of 28 patents)

4 William R Wilkinson (1 out of 25 patents)

5 Malcolm K Brenner (1 out of 14 patents)

6 Allan Sten Westersten (1 out of 13 patents)

7 Jeff Darnell (1 out of 2 patents)

8 Glen King (1 out of 2 patents)

9 Kevin Hahn (1 out of 2 patents)

10 Ahyh (1 out of 1 patent)

11 Ken K Kerr (1 out of 1 patent)

12 George R Smith (1 out of 1 patent)

13 Richard L Hanson, Jr (1 out of 1 patent)

14 Gregg S Janes (1 out of 1 patent)

15 Dane A Parker (1 out of 1 patent)


4 patents:

Advisys, Inc. is a leading provider of financial planning software and services for financial professionals. Our innovative tools help advisors analyze, educate, and engage clients in their financial planning journey. With over 30 years of experience in the industry, Advisys is committed to empowering advisors to deliver personalized financial advice and build long-lasting client relationships.
This text is generated by artificial intelligence and may not be accurate.

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USPTO Data Jan 1 1976 - Sep 15 2026

4 Patents

#93 in Newport Beach, CA

#14,017 in California

#60,501 in US

Newport Beach, CA (US)
Newport Beach, CA, United States of America
Forward Citations = 123

19 inventors:

Please report any incorrect information to [email protected]
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