WEALTHGRID Trademark

Trademark Overview

On Monday, February 23, 2026, a trademark application was filed for WEALTHGRID with the United States Patent and Trademark Office. The USPTO has given the WEALTHGRID trademark a serial number of 99666457. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, February 23, 2026. The WEALTHGRID trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for financial management, investment analysis, portfolio tracking, financial planning, account aggregation and automated trading strategy management
wealthgrid

General Information

Serial Number99666457
Word MarkWEALTHGRID
Filing DateMonday, February 23, 2026
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, February 23, 2026
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 service (SAAS) services featuring software for financial management, investment analysis, portfolio tracking, financial planning, account aggregation and automated trading strategy management

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 DateMonday, February 23, 2026
Primary Code042
First Use Anywhere DateFriday, March 15, 2024
First Use In Commerce DateFriday, March 15, 2024

Trademark Owner History

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
Addressconyers, GA 30013
US

Trademark Events

Event DateEvent Description
Monday, February 23, 2026NEW APPLICATION ENTERED
Monday, February 23, 2026APPLICATION FILING RECEIPT MAILED

Related Keywords

wealthgrid management financial software planning account aggregation strategy trading automated tracking