WEALTHFRONT

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 17 Jun 2025 filing date already counts against anyone who files later.

Record

Serial number

99239105

Mark type

Design + words

Filed

17 Jun 2025

Published for opposition

09 Dec 2025

Attorney of record

Connie L. Ellerbach

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable software for providing information in the field of finance, securities trading, investments, and securities brokerage; Downloadable software for managing and trading investments; Downloadable software for opening and managing financial accounts; Downloadable software for mortgage and loan management and planning; Downloadable software for allowing customers to access bank account information and transact bank business
• Class 035 — Advertising and business services: Matching borrowers with potential lenders in the field of consumer and mortgage lending; Referrals in the field of finance, money lending, and financial investments; Matching consumers with professionals in the field of finance
• Class 036 — Insurance and financial services: Investment advisory services; Investment brokerage; Securities brokerage services; Trust services, namely, investment and trust company services; Providing information regarding financial investment strategies; Investment by electronic means; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Banking services; Financial research; Financial management; Financial planning; Financial services, namely, money lending; Securities trading and investing services for others via the internet; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage banking; Mortgage lending; Mortgage refinancing; Mortgage fulfillment services in the nature of mortgage underwriting
• Class 042 — Scientific and technological services: Providing temporary use of on-line non-downloadable software for managing and trading investments; Providing temporary use of on-line non-downloadable software for opening and managing financial accounts; Providing temporary use of on-line non-downloadable software for mortgage and loan management and planning; Providing temporary use of on-line non-downloadable software for allowing customers to access bank account information and transacting bank business

Owner

• Wealthfront Corporation, Palo Alto, CA, US
• Wealthfront Corporation, Palo Alto, CA, US

Prosecution history

• 03 Feb 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 09 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 09 Dec 2025 — PUBLISHED FOR OPPOSITION
• 03 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 06 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 05 Nov 2025 — ASSIGNED TO EXAMINER
• 27 Oct 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
• 27 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 17 Jun 2025 — APPLICATION FILING RECEIPT MAILED
• 17 Jun 2025 — NEW APPLICATION ENTERED