WEALTHFRONT Trademark

Trademark Overview

On Tuesday, June 17, 2025, a trademark application was filed for WEALTHFRONT with the United States Patent and Trademark Office. The USPTO has given the WEALTHFRONT trademark a serial number of 99239105. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 17, 2025. This trademark is owned by Wealthfront Corporation. The WEALTHFRONT trademark is filed in the Advertising, Business and Retail Services, Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable software for providing information in the field of finance, securities trading, investments, and securities brokerage; Downloadable software for managing and trading investments; Downloadable software for opening and managing financial accounts; Downloadable software for mortgage and loan management and planning; Downloadable software for allowing customers to access bank account information and transact bank business

Investment advisory services; Investment brokerage; Securities brokerage services; Trust services, namely, investment and trust company services; Providing information regarding financial investment strategies; Investment by electronic means; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Banking services; Financial research; Financial management; Financial planning; Financial services, namely, money lending; Securities trading and investing services for others via the internet; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage banking; Mortgage lending; Mortgage refinancing; Mortgage fulfillment services in the nature of mortgage underwriting

Matching borrowers with potential lenders in the field of consumer and mortgage lending; Referrals in the field of finance, money lending, and financial investments; Matching consumers with professionals in the field of finance

Providing temporary use of on-line non-downloadable software for managing and trading investments; Providing temporary use of on-line non-downloadable software for opening and managing financial accounts; Providing temporary use of on-line non-downloadable software for mortgage and loan management and planning; Providing temporary use of on-line non-downloadable software for allowing customers to access bank account information and transacting bank business
wealthfront

General Information

Serial Number99239105
Word MarkWEALTHFRONT
Filing DateTuesday, June 17, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, June 17, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Description of MarkThe mark consists of a stylized wave design to the left of the word WEALTHFRONT.
Goods and ServicesDownloadable software for providing information in the field of finance, securities trading, investments, and securities brokerage; Downloadable software for managing and trading investments; Downloadable software for opening and managing financial accounts; Downloadable software for mortgage and loan management and planning; Downloadable software for allowing customers to access bank account information and transact bank business
Goods and ServicesInvestment advisory services; Investment brokerage; Securities brokerage services; Trust services, namely, investment and trust company services; Providing information regarding financial investment strategies; Investment by electronic means; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Banking services; Financial research; Financial management; Financial planning; Financial services, namely, money lending; Securities trading and investing services for others via the internet; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage banking; Mortgage lending; Mortgage refinancing; Mortgage fulfillment services in the nature of mortgage underwriting
Goods and ServicesMatching borrowers with potential lenders in the field of consumer and mortgage lending; Referrals in the field of finance, money lending, and financial investments; Matching consumers with professionals in the field of finance
Goods and ServicesProviding temporary use of on-line non-downloadable software for managing and trading investments; Providing temporary use of on-line non-downloadable software for opening and managing financial accounts; Providing temporary use of on-line non-downloadable software for mortgage and loan management and planning; Providing temporary use of on-line non-downloadable software for allowing customers to access bank account information and transacting bank business

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 17, 2025
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, June 17, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 17, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
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, June 17, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWealthfront Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPalo Alto, CA 94301

Trademark Events

Event DateEvent Description
Tuesday, June 17, 2025NEW APPLICATION ENTERED
Tuesday, June 17, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

wealthfront services financial mortgage downloadable software investment providing trading planning management