Trademark Overview
On Monday, December 15, 2025, a trademark application was filed for AXOS WEALTH SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the AXOS WEALTH SOLUTIONS trademark a serial number of 99548752. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, April 22, 2026. This trademark is owned by Axos Bank. The AXOS WEALTH SOLUTIONS trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; Software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors; Software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; Software as a service (SAAS) services featuring software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments
Banking services; Checking account services; Savings account services; Bill payment services; Payment processing services, namely, credit card and debit card transaction processing services; Processing of debit card payments; Automated teller machine services; Electronic transfer of money; Mortgage lending; Financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Financial investment brokerage; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities trading and investing services for others via the internet; Management of securities portfolios; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of finance via a website; Information, advisory, consultancy and financial research services rela...
