Patents by Inventor Richard D. Wu

Richard D. Wu has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • SYSTEM AND METHOD FOR AUTOMATED OPTIMIZATION OF FINANCIAL ASSETS
    Publication number: 20230083585
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Application
    Filed: November 17, 2022
    Publication date: March 16, 2023
    Applicant: SIX TREES CAPITAL LLC
    Inventors: Gary E. ZIMMERMAN, Richard D. WU, Gabriel Jorge GIRONDA
  • System and method for automated optimization of financial assets
    Patent number: 11531972
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Grant
    Filed: March 23, 2022
    Date of Patent: December 20, 2022
    Assignee: SIX TREES CAPITAL LLC
    Inventors: Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
  • SYSTEM AND METHOD FOR AUTOMATED OPTIMIZATION OF FINANCIAL ASSETS
    Publication number: 20220284409
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Application
    Filed: March 23, 2022
    Publication date: September 8, 2022
    Applicant: SIX TREES CAPITAL LLC
    Inventors: Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
  • System and method for automated optimization of financial assets
    Patent number: 11315090
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Grant
    Filed: April 16, 2020
    Date of Patent: April 26, 2022
    Assignee: Six Trees Capital LLC
    Inventors: Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
  • System and method for automated optimization of financial assets
    Patent number: 10657504
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Grant
    Filed: August 16, 2017
    Date of Patent: May 19, 2020
    Assignee: Six Trees Capital LLC
    Inventors: Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda
  • System and method for automated optimization of financial assets
    Patent number: 10510082
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Grant
    Filed: January 17, 2017
    Date of Patent: December 17, 2019
    Assignee: Six Trees Capital LLC
    Inventors: Gary E. Zimmerman, Richard D. Wu
  • System and method for automated optimization of financial assets
    Patent number: 10268995
    Abstract: A financial management network is disclosed for optimizing interest return and/or deposit insurance coverage among a plurality of online accounts that may include one or more savings accounts and a checking account, by automatically allocating and transferring funds among the accounts without intervention of the account holder, in accordance with constraints that may be set by the financial management network, account holder, the account holder's financial advisor, and/or imposed by the associate financial institutions holding the accounts.
    Type: Grant
    Filed: January 27, 2015
    Date of Patent: April 23, 2019
    Assignee: Six Trees Capital LLC
    Inventors: Gary E. Zimmerman, Richard D. Wu, Gabriel Jorge Gironda