WEALTH CONNECTED
Live / Applied — Statement of use — processing complete, to examiner (as of 15 Feb 2026)
What this means for you
Not registered yet, but its 19 Jul 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98657745
- Mark type
- Stylized text
- Filed
- 19 Jul 2024
- Published for opposition
- 04 Feb 2025
- Attorney of record
- Molly B. Markley
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation
Owner
- InvestCloud, Inc., West Hollywood, CA, US
- InvestCloud, Inc., West Hollywood, CA, US
Prosecution history
- 15 Feb 2026 — STATEMENT OF USE PROCESSING COMPLETE
- 08 Aug 2025 — USE AMENDMENT FILED
- 13 Feb 2026 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 08 Aug 2025 — TEAS STATEMENT OF USE RECEIVED
- 01 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 04 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 04 Feb 2025 — PUBLISHED FOR OPPOSITION
- 29 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 14 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 14 Jan 2025 — EXAMINER'S AMENDMENT ENTERED
- 14 Jan 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 14 Jan 2025 — EXAMINERS AMENDMENT E-MAILED
- 14 Jan 2025 — EXAMINERS AMENDMENT -WRITTEN
- 07 Jan 2025 — ASSIGNED TO EXAMINER
- 19 Jul 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED