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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, December 15, 2025. 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...
