G06Q 40/06
Asset management
Official title: Asset management; Financial planning or analysis
G06Q40/06 (Asset management) appears on 6,789 US grants and 11,647 published applications in this corpus.
Search patents in G06Q- Granted patents
- 6,789
- Published applications
- 11,647
- Assignees
- 3,013
- Inventors
- 16,456
- Latest grant
- 6 Oct 2026
Filings by year
| Year | Granted patents | Published applications |
|---|---|---|
| 1976 | 1 | 0 |
| 1977 | 0 | 0 |
| 1978 | 0 | 0 |
| 1979 | 0 | 0 |
| 1980 | 0 | 0 |
| 1981 | 0 | 0 |
| 1982 | 2 | 0 |
| 1983 | 1 | 0 |
| 1984 | 0 | 0 |
| 1985 | 0 | 0 |
| 1986 | 3 | 0 |
| 1987 | 2 | 0 |
| 1988 | 6 | 0 |
| 1989 | 1 | 0 |
| 1990 | 4 | 0 |
| 1991 | 3 | 0 |
| 1992 | 5 | 0 |
| 1993 | 11 | 0 |
| 1994 | 0 | 0 |
| 1995 | 1 | 0 |
| 1996 | 1 | 0 |
| 1997 | 7 | 0 |
| 1998 | 28 | 0 |
| 1999 | 44 | 0 |
| 2000 | 70 | 0 |
| 2001 | 47 | 65 |
| 2002 | 39 | 361 |
| 2003 | 56 | 403 |
| 2004 | 32 | 363 |
| 2005 | 49 | 388 |
| 2006 | 116 | 414 |
| 2007 | 127 | 565 |
| 2008 | 241 | 662 |
| 2009 | 381 | 622 |
| 2010 | 789 | 661 |
| 2011 | 661 | 578 |
| 2012 | 626 | 610 |
| 2013 | 619 | 605 |
| 2014 | 477 | 671 |
| 2015 | 84 | 364 |
| 2016 | 51 | 345 |
| 2017 | 114 | 294 |
| 2018 | 154 | 307 |
| 2019 | 210 | 352 |
| 2020 | 241 | 394 |
| 2021 | 238 | 398 |
| 2022 | 241 | 406 |
| 2023 | 274 | 470 |
| 2024 | 284 | 510 |
| 2025 | 276 | 487 |
| 2026 | 172 | 352 |
By publication year. Applications have been published since 2001. 2026 runs to 8 Oct.
Subgroups
Granted patents
- G06Q 40/063Asset management predictions or forecasting14
- G06Q 40/062Investment screening, selection or watchlist7
- G06Q 40/065Budgeting6
- G06Q 40/067Financial business planning4
- G06Q 40/064Including visualisation for planning or analysis3
- G06Q 40/066Retirement planning3
- G06Q 40/068Investment funding including crowdfunding or crowdlending0
Recent patents
- Methods and systems for financial management and reconciliation within a dental project management system6 Oct 2026US 12,755,248 B2Techco Holdings, Inc.
- Method and apparatus for providing after tax valuation of tax-exempt bonds6 Oct 2026US 12,755,319 B2ICE Data Services, Inc.
- AI superintelligence application state machine6 Oct 2026US 12,755,320 B2
- Selecting a contingent action token6 Oct 2026US 12,756,567 B22BC Innovations, LLC
- Controlling private credit transaction progression and settlement29 Sep 2026US 12,749,118 B2TRETE Inc.
- Non-biased, centrally-cleared financial instrument and method of clearing and settling8 Oct 2026US 2026/0311249 A1Eris Innovations, LLC
- Deriving asset characteristics and executing transactions based on user feedback and market context8 Oct 2026US 2026/0311253 A1TRETE Inc.
- System and method for detecting manipulation in interaction8 Oct 2026US 2026/0311255 A1Nice Ltd.
- Methods and systems for preventing fraud in trade receivables financings8 Oct 2026US 2026/0311256 A1Incuvent LLC
- Optimization Engine For Multi-Investor Portfolio Aggregation8 Oct 2026US 2026/0311257 A1ExchangiFi LLC
Most cited
By later US patents
- Automated system for providing liquidity to securities markets1,347US 5,101,353 ALattice Investments, Inc. · 1992
- Financial advisory system1,203US 6,021,397 AFinancial Engines, Inc. · 2000
- Crossing network utilizing satisfaction density profile with price discovery features1,137US 5,845,266 AOptimark Technologies, Inc. · 1998
- Method and system for real time margin calculation1,017US 7,966,236 B2UBS Financial Services, Inc. · 2011
- System for the operation and management of one or more financial accounts through the use of a digital communication and computation system for exchange, investment and borrowing958US 5,644,727 AProprietary Financial Products, Inc. · 1997