WEALTH CONNECTED Trademark
Trademark Overview
On Friday, July 19, 2024, a trademark application was filed for WEALTH CONNECTED with the United States Patent and Trademark Office. The USPTO has given the WEALTH CONNECTED trademark a serial number of 98657745. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, February 4, 2025. This trademark is owned by InvestCloud, Inc.. The WEALTH CONNECTED trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, resea...
General Information
| Serial Number | 98657745 |
| Word Mark | WEALTH CONNECTED |
| Filing Date | Friday, July 19, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, February 4, 2025 |
| 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 | Tuesday, February 4, 2025 |
Trademark Statements
| NOT AVAILABLE | "WEALTH" |
| Goods and Services | Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation |
Classification Information
| 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 19, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | InvestCloud, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | West Hollywood, CA 90069 |
| Party Name | InvestCloud, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | West Hollywood, CA 90069 |
Trademark Events
| Event Date | Event Description |
| Friday, July 19, 2024 | NEW APPLICATION ENTERED |
| Friday, July 19, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 7, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, January 14, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 14, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 14, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, January 14, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, January 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
