| Serial Number | 99934564 |
| Word Mark | NETWORTH |
| Filing Date | Friday, July 10, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, July 10, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial analysis of investment transactions; Financial information services relating to securities, digital assets, cryptocurrencies, and tokenized real-world assets; Financial data analysis; Financial portfolio analysis; Financial reporting services; Financial administration of securities transactions; Financial consulting relating to investment taxation; Financial tax planning and tax strategy consulting for investments; Financial information relating to investment cost basis and gain or loss calculations; Providing financial information relating to securities transactions and digital asset transactions; Providing financial information relating to corporate actions affecting securities and digital assets; Financial recordkeeping relating to investment assets; Financial administration of investment portfolios; Financial administration of digital asset portfolios; Financial advisory services relating to tax-efficient investment strategies; Providing financial information for regulatory compliance relating to investment assets; Financial risk assessment relating to investment portfolios; Providing financial information concerning tokenized securities; Providing financial information concerning digital securities; Financial consulting relating to blockchain-based financial assets; Financial information services for institutional investors, broker-dealers, investment advisers, banks, custodians, transfer agents, exchanges, and financial service providers; Providing financial information relating to cross-border investment taxation; Financial information relating to tax reporting for securities and digital assets; Providing financial information for investment decision support; Financial information relating to capital gains and losses; Financial information services relating to wealth management and investment reporting. |
| Pseudo Mark | NET WORTH |
| Goods and Services | Software as a Service (SaaS) featuring software for investment tax management; Software as a Service (SaaS) featuring software for securities cost basis calculations; Software as a Service (SaaS) featuring software for tax lot accounting; Software as a Service (SaaS) featuring software for capital gains and loss calculations; Software as a Service (SaaS) featuring software for corporate action processing and reconciliation; Software as a Service (SaaS) featuring software for digital asset transaction analysis; Software as a Service (SaaS) featuring software for cryptocurrency tax reporting; Software as a Service (SaaS) featuring software for tokenized securities administration; Software as a Service (SaaS) featuring software for blockchain transaction analysis; Software as a Service (SaaS) featuring software for financial reporting and regulatory compliance; Software as a Service (SaaS) featuring software for investment portfolio tax optimization; Software as a Service (SaaS) featuring software for tax-loss harvesting analysis; Software as a Service (SaaS) featuring software for wash sale detection; Software as a Service (SaaS) featuring software for financial data reconciliation; Software as a Service (SaaS) featuring software for financial analytics; Providing temporary use of non-downloadable software for calculating investment cost basis; Providing temporary use of non-downloadable software for securities transaction processing; Providing temporary use of non-downloadable software for digital asset accounting; Platform as a Service (PaaS) featuring computer software platforms for financial transaction analysis, investment tax reporting, and securities cost basis management; Design and development of financial technology software; Application service provider (ASP) featuring application programming interface (API) software for integrating financial, tax, securities, and digital asset information; Providing online non-downloadable software for synchronizing financ |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, July 10, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, July 10, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| Party Name | NetWorth |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Phoenix, AZ 85020 US |
| Event Date | Event Description |
| Friday, July 10, 2026 | NEW APPLICATION ENTERED |
| Friday, July 10, 2026 | APPLICATION FILING RECEIPT MAILED |