WEALTHIE Trademark

Trademark Overview

On Wednesday, June 4, 2025, a trademark application was filed for WEALTHIE with the United States Patent and Trademark Office. The USPTO has given the WEALTHIE trademark a serial number of 99216869. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, October 24, 2025. This trademark is owned by WEALTHIE, INC.. The WEALTHIE trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable computer software for financial investing and for managing financial transactions and investments; Downloadable software in the nature of a mobile application for financial investing and for managing financial transactions and investments

Software as a service (SAAS) services featuring software for financial investing and for managing financial transactions and investments

Financial advisory and consultancy services; Investment of funds for others; Providing on-line financial calculators; Financing services; Providing information in the field of real estate; Financial investment in the field of securities, and private and public equity; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial appraisal and valuation of real property; Real estate syndication; Equity capital investment; Financial investment in the field of home equity
wealthie

General Information

Serial Number99216869
Word MarkWEALTHIE
Filing DateWednesday, June 4, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, October 24, 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 ServicesDownloadable computer software for financial investing and for managing financial transactions and investments; Downloadable software in the nature of a mobile application for financial investing and for managing financial transactions and investments
Goods and ServicesSoftware as a service (SAAS) services featuring software for financial investing and for managing financial transactions and investments
Goods and ServicesFinancial advisory and consultancy services; Investment of funds for others; Providing on-line financial calculators; Financing services; Providing information in the field of real estate; Financial investment in the field of securities, and private and public equity; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial appraisal and valuation of real property; Real estate syndication; Equity capital investment; Financial investment in the field of home equity

Classification Information

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 DateWednesday, June 4, 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 DateWednesday, June 4, 2025
Primary Code036
First Use Anywhere DateTuesday, December 31, 2024
First Use In Commerce DateTuesday, December 31, 2024
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 DateWednesday, June 4, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWEALTHIE, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDover, DE 19904

Trademark Events

Event DateEvent Description
Wednesday, June 4, 2025NEW APPLICATION ENTERED
Wednesday, June 4, 2025APPLICATION FILING RECEIPT MAILED
Thursday, October 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 23, 2025ASSIGNED TO EXAMINER
Friday, October 24, 2025NON-FINAL ACTION WRITTEN
Friday, October 24, 2025NON-FINAL ACTION E-MAILED
Friday, October 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

wealthie financial services securities investment investments software providing field equity instruments