Ameriprise Financial Patents – Key Insights and Stats

Ameriprise Financial has a total of 68 patents globally, out of which 46 have been granted. Of these 68 patents, more than 44% patents are active. United States of America is where Ameriprise Financial has filed the maximum number of patents, followed by Japan and India, it has generated an annual revenue of $13.86 billion in the year 2021. Parallelly, United States of America seems to be the main focused R&D center and is also the origin country of Ameriprise Financial.

Ameriprise Financial was founded in the year 1894 by John Tappan. Company is doing business in financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning. As of April 2022, Ameriprise Financial has a market cap of $32.15 Billion.

Do read about some of the most popular patents of Ameriprise Financial which have been covered by us in this article and also you can find Ameriprise Financial patents information, the worldwide patent filing activity and its patent filing trend over the years, and many other stats over Ameriprise Financial patent portfolio.

How many patents does the founder and the CEO of Ameriprise Financial have?

The founder, John Tappan has 0 patents. The CEO, James Cracchiolo has 0 patents.

How many patents does Ameriprise Financial have?

Ameriprise Financial has a total of 68 patents globally. These patents belong to 39 unique patent families. Out of 68 patents, 30 patents are active.

How Many Patents did Ameriprise Financial File Every Year?

Ameriprise Financial Patent Filing Trend

Are you wondering why there is a drop in patent filing for the last two years? It is because a patent application can take up to 18 months to get published. Certainly, it doesn’t suggest a decrease in the patent filing.

Year of Patents Filing or GrantAmeriprise Financial Applications FiledAmeriprise Financial Patents Granted
201143
201252
201324
201414
20151
2016
20171
20181
20192
202012
20211

How many Ameriprise Financial patents are Alive/Dead?

Worldwide Patents

Ameriprise Financial Worldwide Legal Trends

How Many Patents did Ameriprise Financial File in Different Countries?

Ameriprise Financial Worldwide Filing

Countries in which Ameriprise Financial Filed Patents

CountryPatents
United States Of America54
Japan6
India2
Denmark1
Hong Kong (S.A.R.)1
Europe1
United Kingdom1

Where are Research Centers of Ameriprise Financial Patents Located?

Ameriprise Financial R&D Centers

10 Best Ameriprise Financial Patents

US6430542B1 is the most popular patent in the Ameriprise Financial portfolio. It has received 388 citations so far from companies like Forethought Financial Services, American Express, and Ford.

Below is the list of 10 most cited patents of Ameriprise Financial:

Publication NumberCitation Count
US6430542B1388
US7313543B1202
US20050010510A1140
US20050004855A1124
US6985880B1119
US7475032B1110
US7210620B2104
US7447663B155
US7412489B246
US7315978B246

Which Companies are using Ameriprise Financial Patents to Advance their Research?

If patents or patents from a particular technology area of a company receive a lot of citations, it implies that the technology is being followed and incrementally innovated by the citing companies. It also indicates that citing companies are working on similar and closely related technologies.

The top citing companies in the Ameriprise Financial patent portfolio are Bank Of America, Google, and Liberty Peak Ventures.

List of the top forward citing Companies –

CompanyNumber of Patents
Bank Of America11
Google8
Liberty Peak Ventures8
Creative Venture Solutions4
American Express3
MasterCard3
The Northwestern Mutual Life Insurance3
IBM3
PayPal2
Forever2

Count of 102 and 103 Type Rejections based on Ameriprise Financial Patents

Ameriprise Financial patent portfolio

Top Ameriprise Financial Patents used in Rejecting Most Patent Applications

Patent NumberCount of Rejected Applications
US6430542B115
US7430712B214
US7313543B18
US8407125B27
US8306885B27
US20020178086A16
US8498913B26
US20050246260A16
US8631337B26
US7210620B25
US20050004855A15
US20070129987A15
US20050010510A15
US20090150301A14
US7113933B14

What Percentage of Ameriprise Financial US Patent Applications were Granted?

Ameriprise Financial (Excluding its subsidiaries) has filed 72 patent applications at USPTO so far (Excluding Design and PCT applications). Out of these 41 have been granted leading to a grant rate of 75.93%.

Below are the key stats of Ameriprise Financial patent prosecution at the USPTO.

Ameriprise Financial patent portfolio

Which Law Firms Filed Most US Patents for Ameriprise Financial?

Law FirmTotal ApplicationSuccess Rate
Snell & Wilmer L L P Main3875.76%
Mcdonnell Boehnen Hulbert & Berghoff Llp1390.91%
Howard Sobelman Esq4100.00%
Gilberto Hernandez20%
Howard I Sobelman20%
Snell & Wilmer L L P Amex20%
Brown Raysman Millstein Felder & Steiner Llp10%
Cadwalader Wickersham & Taft Llp10.00%
Howard I Sobelman Esq10%
K& L Gates Llp Charlotte10.00%

List of Ameriprise Financial Patents

Ameriprise Financial PatentsTitle
US10977733B2System and method for automated funds management
US10878503B2System and method of determining portfolio complexity
US20200143393A1Opportunity List Engine
US10552851B2Opportunity list engine
US10325320B2Retirement planning application
US10249001B2Management of goals and recommendations
US20190043136A1Modelling of Risk Mitigation
US20170301027A1Role based asset allocation structure and model
US20150339781A1Financial Product Risk Mitigation System and Method
US8751352B2Rules-based risk management
US8688556B2Retirement planning application
US8635142B2Management of goals and recommendations
US8631337B2Systems and methods of copying data
US8566184B1Method and tool for portfolio monitoring, rebalancing and reporting
US8498913B2Portfolio integration module for providing financial planning and advice
US20130096959A1Automatic Income Adjustment
US20130090978A1Risk-based evaluation of financial advisors
US8407125B2System and method for providing financial planning and advice
US8352294B2Automatic income adjustment
US8306885B2Stochastic modeling module for providing financial planning and advice
US8190502B2Management of goals and recommendations
US8036970B1Asset management reconciliation system and method
US7962387B1System and method for administering a fee structure for mutual fund shares
US7933860B2Method and system for electronic archival and retrieval of electronic communications
US7711624B2System and method for determining and administering an annuity with guaranteed minimum accumulation benefit
US7653587B2Automated account statement generation process
US7653596B2System and method for dividing a remittance and distributing a portion of the funds to multiple investment products
US7593888B2System and method for facilitating investment account transfers
US7584131B1Method for migrating financial and indicative plan data between computerized record keeping systems without a blackout period
US20090150301A1Financial product risk mitigation system and method
US7533053B2Method and apparatus for accommodating quality review in an automated account statement generation process
US7483994B1System and method for creating a standard envelope structure
US7478397B1Service-based interface method
US7475032B1Systems and methods for creating financial advice applications
US7447663B1Method for on-line client set-up and authorization of automatic electronic funds transfers
US7446892B1Electronic document imaging and delivery system and method
US7440919B2System and method for a financial planning competition
US7430712B2System and method for dynamically resizing embeded web page content
US7412489B2Method and system for electronic archival and retrieval of electronic communications
US7315978B2System and method for remote collection of data
US7314168B1Account monitoring system
US7313543B1System and method for dividing a remittance and distributing a portion of the funds to multiple investment products
US20070129987A1On-line business-packet creator for electronic forms
US7222093B2System and method for facilitating investment account transfers
US7210620B2System for facilitating online electronic transactions
US7127423B2System and method for creating and administering an investment instrument
US7113933B1Method and system for automated generation of a requested report in a computer system
US6985880B1Method of risk management and of achieving a recommended asset allocation and withdrawal strategy, and computer-readable medium, apparatus and computer program thereof
US20050246260A1Seligman harvester risk management system for achieving a recommended asset allocation and withdrawal strategy
US20050010510A1Portfolio reconciler module for providing financial planning and advice
US20050004855A1Simulator module for providing financial planning and advice
US20040138973A1Method and system for exchange of currency related instructions
US20020178086A1System and method for seminar reservations
US6430542B1Computer-implemented program for financial planning and advice system
EP1222596B1System and method for dividing a remittance and distributing a portion of the funds to multiple investment products
GB2436043BSystem for facilitating online electronic transactions
WO2007064434A3On-line business-packet creator for electronic forms
WO2006073907A3System for facilitating online electronic transactions
HK1044203A1System and method for dividing a remittance and distributing a portion of the funds to multiple investment products
IN3202DEL2011ASystem and method for automated funds management
IN2099DEL2011ASystem implemented method and system for automated income adjustment
JP4557933B2System and method for providing financial planning and advice
JP4358782B2Computer-executable program for financial planning and advice system
JP2008527495AA system that facilitates online electronic transactions
JP2007234049ASystem and method for providing financial planning and advice
JP2006079604ASystem and method for creating financial advice application
DK1222596T3System and method for splitting a deposit and distribute a portion of the funds to multiple investment products;
JP2003527678AA system and method for creating financial advice applications

Related Articles

Was this article helpful?

Leave a Comment

Fill the form to get the details:

Our comprehensive report provides an in-depth look into the patent portfolio. The report includes a breakdown of the patent portfolio across various technologies, listing the patent along with brief summaries of each patent's technology.