VAULTARA

Live / Allowed — Publication / registration review complete (as of 28 Aug 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 06 Apr 2026 filing date already counts against anyone who files later.

Record

Serial number
99747620
Mark type
Stylized text
Filed
06 Apr 2026
Published for opposition
15 Sept 2026

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable computer software for wealth management, namely, financial portfolio analysis and management, investment tracking, asset management, and net worth calculation in the field of personal and family finance; Downloadable computer software for financial portfolio tracking in the field of investment management; Downloadable computer software for asset and liability management in the field of personal finance; Downloadable computer software for net worth calculation in the field of financial planning; Downloadable computer software for valuation history tracking in the field of asset management; Downloadable computer software for financial goal setting and monitoring in the field of wealth management; Downloadable computer software for financial reports and wealth statements in the field of financial planning; Downloadable computer software for multi-entity ownership tracking in the field of family office management; Downloadable computer software for document storage in the field of financial planning; Downloadable computer software for financial scenario planning in the field of wealth management; Downloadable computer software for importing financial data from brokerage statements in the field of investment management; Downloadable computer software for debt and loan amortization in the field of personal finance; Downloadable computer software for cash flow tracking in the field of personal finance; Downloadable computer software for cost basis and capital gain tracking in the field of investment management; Downloadable computer software for portfolio monitoring and alerts in the field of wealth management; Downloadable computer software for beneficiary tracking in the field of estate planning; Downloadable computer software for multi-user collaboration and access control in the field of wealth management; Downloadable computer software for bulk data import in the field of financial planning; Downloadable computer software for household group consolidation for use in consolidating financial data across multiple accounts and entities in the field of wealth management; Downloadable computer software for producing financial models

Owner

Prosecution history

  • 09 Sept 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 18 Aug 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 17 Aug 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 17 Aug 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 17 Aug 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 16 Aug 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 16 Aug 2026 — NON-FINAL ACTION E-MAILED
  • 16 Aug 2026 — NON-FINAL ACTION WRITTEN
  • 16 Aug 2026 — ASSIGNED TO EXAMINER
  • 30 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 06 Apr 2026 — APPLICATION FILING RECEIPT MAILED
  • 06 Apr 2026 — NEW APPLICATION ENTERED

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