WEALTHSTREAM Trademark

Trademark Overview

On Tuesday, October 28, 2025, a trademark application was filed for WEALTHSTREAM with the United States Patent and Trademark Office. The USPTO has given the WEALTHSTREAM trademark a serial number of 99466930. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, October 28, 2025. This trademark is owned by Wealthstream, Inc.. The WEALTHSTREAM trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Software as a service (SAAS) services featuring software for financial planning, investment management, and financial analysis; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage client relationships and generate financial intelligence

Financial asset management; Financial planning and investment advisory services; Financial advisory services; Investment fund management services; Financial portfolio management; Financial consultancy services; Financial wealth management services
wealthstream

General Information

Serial Number99466930
Word MarkWEALTHSTREAM
Filing DateTuesday, October 28, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, October 28, 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 ServicesSoftware as a service (SAAS) services featuring software for financial planning, investment management, and financial analysis; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage client relationships and generate financial intelligence
Goods and ServicesFinancial asset management; Financial planning and investment advisory services; Financial advisory services; Investment fund management services; Financial portfolio management; Financial consultancy services; Financial wealth management services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 28, 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, October 28, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameWealthstream, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBrooklyn, NY 11249-8649

Trademark Events

Event DateEvent Description
Tuesday, October 28, 2025NEW APPLICATION ENTERED
Tuesday, October 28, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

wealthstream financial services management software investment advisory service featuring planning asset