| Serial Number | 97234657 |
| Word Mark | WEALTHIFY |
| Filing Date | Monday, January 24, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 17, 2023 |
| Registration Number | 7192008 |
| Registration Date | Tuesday, October 17, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 1, 2023 |
| Goods and Services | Design and development of computer hardware and software; Platform as a service (PAAS) featuring computer software platforms for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Software as a service (SAAS) services featuring software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Providing temporary use of online non-downloadable investment and wealth management software |
| Pseudo Mark | WEALTH IFY; WEALTHILY |
| Goods and Services | Advertising services; Business management consulting; Business advice; Commercial information services, via the internet; Business research; Data processing services; Provision of business information via global computer networks; Analyzing and compiling business data; Tax filing services |
| Goods and Services | Downloadable computer software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Downloadable computer software for financial services, wealth management, investment management and insurance, namely, software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance.; Downloadable electronic publications in the nature of magazines, blogs, and articles in the fields of finance, financial services, wealth management, investment management, pensions and insurance; Motion picture films about financial services, wealth management, investment management, pensions and insurance; Data processing equipment |
| Goods and Services | Financial services, namely, financial investment brokerage, monitoring financial markets for investment purposes, advice related to investments, investment of funds, financial management, financial management of employee pension plans; Financial services, namely, wealth management services; Investment management; Banking services |
| Goods and Services | Training services in the field of finance, financial services, wealth management, investment management, pensions and insurance |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 27, 2022 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 27, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 27, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 27, 2022 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Thursday, January 27, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Wealthify Ltd |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Penarth, Cardiff CF641SA GB |
| Party Name | Wealthify Ltd |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Penarth, Cardiff CF641SA GB |
| Party Name | Wealthify Ltd |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Penarth, Cardiff CF641SA GB |
| Event Date | Event Description |
| Thursday, January 27, 2022 | NEW APPLICATION ENTERED |
| Thursday, January 27, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 2, 2022 | ASSIGNED TO EXAMINER |
| Monday, November 7, 2022 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Monday, November 7, 2022 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Monday, November 7, 2022 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Monday, November 7, 2022 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Friday, November 18, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, November 18, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 18, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 21, 2022 | SUSPENSION LETTER WRITTEN |
| Monday, November 21, 2022 | LETTER OF SUSPENSION E-MAILED |
| Monday, November 21, 2022 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Monday, March 13, 2023 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Friday, June 2, 2023 | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION |
| Thursday, June 29, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 29, 2023 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Thursday, June 29, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, June 29, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 29, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 29, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, June 29, 2023 | ASSIGNED TO LIE |
| Thursday, June 29, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 29, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 29, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 12, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 1, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 1, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 17, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 17, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, December 16, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, December 16, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, December 16, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, December 16, 2025 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |