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
99747789
Mark type
Stylized text
Filed
06 Apr 2026
Published for opposition
15 Sept 2026

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for wealth management, namely, for use in financial portfolio tracking, asset and liability management, net worth calculation, financial reporting, document storage, scenario planning, cash flow tracking, cost basis tracking, portfolio monitoring, household group consolidation, valuation history tracking, financial goal setting and monitoring, multi-entity ownership tracking, beneficiary tracking, bulk data import, alert notifications in the field of personal and family finance; Software as a service (SAAS) services, namely, hosting software for use by others for importing financial data from brokerage statements, loan amortization tracking, capital gain and loss tracking, multi-user collaboration and role-based access control, debt tracking, financial statement import, multi-entity family office portfolio management, wealth management reporting, collaborator access management, net worth statement generation, valuation tracking, PDF report generation, audit trail tracking, and financial goal monitoring in the field of personal and family finance

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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