SMARTWEALTH Trademark

Trademark Overview

On Tuesday, January 7, 2025, a trademark application was filed for SMARTWEALTH with the United States Patent and Trademark Office. The USPTO has given the SMARTWEALTH trademark a serial number of 98942368. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, January 7, 2025. This trademark is owned by ClariFees, Inc.. The SMARTWEALTH trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.
smartwealth

General Information

Serial Number98942368
Word MarkSMARTWEALTH
Filing DateTuesday, January 7, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, January 7, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesSoftware as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.

Classification Information

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateTuesday, January 7, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameClariFees, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOmaha, NE 68114

Trademark Events

Event DateEvent Description
Tuesday, January 7, 2025NEW APPLICATION ENTERED

Related Keywords

smartwealth software services featuring saas brokerage financial displaying account reporting benchmark