Company Badge
USPTO Data Jan 1 1976 - Oct 6 2026
4 Patents
#93 in Newport Beach, CA
#14,041 in California
#60,597 in US
Advisys, Inc.
Forward Citations = 123
19 inventors:
Newport Beach, CA, United States of America
Advisys, Inc.
% Expired Patents = 25.0
CIPO Patents = 11
Trademarks = 2
Forward Citations = 123
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19 inventors (with patents filed for the assignee):
Douglas R Kern (2 out of 9 patents)
Robert Hunt Carpenter (2 out of 28 patents)
Ruxandra Draghia-Akli (2 out of 28 patents)
4. William R Wilkinson (1 out of 25 patents)
5. Malcolm K Brenner (1 out of 15 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:
Company Overview
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.
Profile summary synthesized from public USPTO records and patent filings.
IDiyas Innovation Intelligence. (2026). Company Patent Portfolio: Advisys, Inc.. Retrieved from https://idiyas.com/company/advisys
Data source: USPTO (United States Patent and Trademark Office) public patent records. Weekly synchronization. How IDiyas builds this profile
Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]
11 patents (CIPO):
Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]
Data Sources: USPTO Patent Grant XML, Patent Center, EPO & CIPO • Normalized by IDiyas Innovation Graph. Methodology & provenance architecturePlease report any incorrect information to [email protected]