WEALTH INTELLIGENCE AS A SERVICE Trademark
Trademark Overview
On Friday, June 30, 2023, a trademark application was filed for WEALTH INTELLIGENCE AS A SERVICE with the United States Patent and Trademark Office. The USPTO has given the WEALTH INTELLIGENCE AS A SERVICE trademark a serial number of 98067723. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, March 18, 2024. This trademark is owned by The TIFIN Group LLC. The WEALTH INTELLIGENCE AS A SERVICE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice
General Information
| Serial Number | 98067723 |
| Word Mark | WEALTH INTELLIGENCE AS A SERVICE |
| Filing Date | Friday, June 30, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, March 18, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice |
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 | Wednesday, August 2, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | The TIFIN Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boulder, CO 80301 |
Trademark Events
| Event Date | Event Description |
| Monday, March 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 18, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, March 18, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, March 14, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, August 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 4, 2023 | NEW APPLICATION ENTERED |
