TOMORROW'S TECHNOLOGY. TODAY'S WEALTH.
Live / Applied — New application — not yet assigned to an examiner (as of 09 Mar 2026)
What this means for you
Not registered yet, but its 09 Mar 2026 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
- 99691271
- Mark type
- Stylized text
- Filed
- 09 Mar 2026
- Attorney of record
- Lisa M. Melanson
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable computer software platforms for providing financial services, financial investment services, and wealth management services; Downloadable computer application software for mobile phones, namely, software for providing financial services, financial investment services, and wealth management services
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for use in the fields of financial services, financial investment services, and wealth management services; Software as a service (SAAS) services featuring software for use in the fields of financial services, financial investment services, and wealth management services; Providing temporary use of online non-downloadable computer software for use in the fields of financial services, financial investment services, and wealth management services; Planning, design and implementation of computer technologies for others; Consulting services in the field of software implementation for others; Design, development, and implementation of software for providing financial planning and investment advisory services, financial information, financial advisory services and financial planning for retirement
- Class 045 — Legal and security services: Licensing of software; Licensing of intellectual property
Owner
- OneVest Technologies Inc., Toronto, ON, CA
Prosecution history
- 09 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 09 Mar 2026 — NEW APPLICATION ENTERED