Patent Assignment
Reel/Frame 073372/0800
Security Interest
Recorded: 2026-01-06
Pages: 7
Assignor
BRIGHTPLAN LLC
Executed: 2026-01-05
Assignee
RIVERSIDE ACCELERATION CAPITAL FUND III, L.P.
630 FIFTH AVENUE, SUITE 400, NEW YORK, NEW YORK, 10111
Covered Properties
(12)
Goal Achievement Systems, Methods and Media
Application:
18/309,733 →
Publication:
US 2023/0267546
Artificially Intelligent Financial Wellness
Application:
18/778,566 →
Publication:
US 2024/0372840
Title Not Available
Application:
63/676,867 →
Artificially Intelligent Systems and Methods for Financial Coaching
Application:
19/281,382 →
Secure Messaging Systems and Methods
Secure Messaging Systems, Methods, and Automation
Secure Messaging Systems and Methods
Automation and Latency Remediation for Secure Messaging Systems
Automation and Latency Remediation for Secure Messaging Systems
Secure Messaging Systems and Methods
Systems and Methods for Components of Financial Wellness
Artificially Intelligent Systems and Methods for Financial Coaching
PCT:
PCT/US2025/039501 ↗
Related Assignments
(19)
Other recorded transfers of the patents in this record — the chain of ownership.
Assignment of Assignor's Interest
Nov 28, 2017
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 044242/0016 →
Assignment of Assignor's Interest
Nov 1, 2018
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 047384/0646 →
Assignment of Assignor's Interest
Jul 25, 2019
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 049859/0004 →
Assignment of Assignor's Interest
Jan 14, 2020
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 051508/0390 →
Assignment of Assignor's Interest
Apr 3, 2020
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 052309/0623 →
Assignment of Assignor's Interest
Jul 22, 2020
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 053279/0338 →
Assignment of Assignor's Interest
Oct 6, 2020
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 053986/0317 →
Security Interest
Sep 2, 2022
From: BRIGHTPLAN LLC
To: CYNOSURE INVESTMENT PARTNERS, LLC
Reel/Frame 060984/0927 →
Assignment of Assignor's Interest
Dec 13, 2022
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 062073/0636 →
Assignment of Assignor's Interest
Dec 13, 2022
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 062073/0558 →
Assignment of Assignor's Interest
May 1, 2023
From: DE BEER, MARTHIN; SHAH, KRUTARTH; ROBINSON, LARRY
To: BRIGHTPLAN LLC
Reel/Frame 063493/0663 →
Assignment of Assignor's Interest
Jul 25, 2024
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 068086/0849 →
Assignment of Assignor's Interest
Jul 25, 2024
From: DE BEER, MARTHIN; ROBINSON, LARRY; SHAH, KRUTARTH; BUTTAR, HARPREET
To: BRIGHTPLAN LLC
Reel/Frame 068086/0722 →
Assignment of Assignor's Interest
Aug 14, 2024
From: ROBINSON, LARRY; SHAH, KRUTARTH; VO, HUEY; DE BEER, MARTHIN
To: BRIGHTPLAN LLC
Reel/Frame 068286/0853 →
Security Interest
Apr 10, 2025
From: BRIGHTPLAN LLC
To: SOVEREIGN’S CAPITAL VENTURE IV, LP
Reel/Frame 070803/0171 →
Assignment of Assignor's Interest
Aug 12, 2025
From: ROBINSON, LARRY; SHAH, KRUTARTH; VO, HUEY; BEER, MARTHIN DE
To: BRIGHTPLAN LLC
Reel/Frame 072000/0424 →
Release of Security Interest
Dec 23, 2025
From: CYNOSURE INVESTMENT PARTNERS, LLC, AS COLLATERAL AGENT
To: BRIGHTPLAN LLC
Reel/Frame 073300/0420 →
Assignment of Assignor's Interest
Apr 8, 2026
From: ROBINSON, LARRY; SHAH, KRUTARTH; VO, HUEY; BEER, MARTHIN DE
To: BRIGHTPLAN LLC
Reel/Frame 074310/0485 →
Release of Security Interest
Sep 16, 2026
From: SOVEREIGN’S CAPITAL VENTURE IV, LP, AS COLLATERAL AGENT
To: BRIGHTPLAN LLC
Reel/Frame 076039/0581 →