SMARTDATA WEALTH, INC. logo

SMARTDATA WEALTH, INC.

24 Marks
Corp.
First Filed:Aug 11, 2023Latest Filed:Oct 1, 2025Address:4105 Lexington Ave N, Arden Hills, MN 55126, US

Portfolio Overview

Top Classes

Class 42
Software, IT Services & Scientific Research
20(83%)
Class 36
Insurance, Financial Services & Real Estate
4(17%)

TTAB Proceedings

No litigation activity

Top Firms

Loading...

Trademark Activity Timeline(2023 – 2026)

Trademark Portfolio

24 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SMARTANNUITY
SMARTANNUITY
Service Mark
Word
PENDING
Owner:
Serial:99422831
Filed:Oct 1, 2025
Classes:36
Description: Financial services, namely, financial analysis, financial illustration and projections being financial planning, and financial evaluation of fixed income financial products; Providing financial recommendations being financial advice for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the fields of suitability analysis and replacement advice for fixed income financial products; Financial analysis in the fields of comparison of fixed income financial products, fee structures, surrender charges, and benefit features; Financial services, namely, financial planning in the fields of database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms
SMARTPROPOSAL
SMARTPROPOSAL
Service Mark
Word
PENDING
Owner:
Serial:99375121
Filed:Sep 4, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for financial planning, personalized financial advice, scenario modeling, risk assessment, and goal tracking to support informed investment decision-making; Software as a service (SAAS) services featuring software for categorizing and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for brokerage account visualization, analytics, and comparisons against market indices to optimize investment strategies
SMARTESTATE
SMARTESTATE
Service Mark
Word
ABANDONED
Owner:
Serial:99330599
Filed:Aug 11, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for financial advisors and estate attorneys to offer estate planning services.
SMARTSAFE
SMARTSAFE
Service Mark
Word
ABANDONED
Owner:
Serial:99317562
Filed:Aug 3, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for the secure upload, storage, retrieval and viewing of financial, estate, and tax documents.
AI-POWERED. HUMAN APPROVED.
AI-POWERED. HUMAN APPROVED.
Service Mark
Word
REGISTERED
Owner:
Serial:99168851
Filed:May 4, 2025
Classes:36
Registration:8066679
Registered:Dec 16, 2025
Description: Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial advisory and consultancy services
SMARTINSIGHTS
SMARTINSIGHTS
Service Mark
Word
PENDING
Owner:
Serial:99168592
Filed:May 4, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for gathering data on demographic information and financial portfolio assets in order to provide customized financial planning services and financial advice
BE SMART. GIVE US 60 SECONDS. WE COULD SAVE YOU 6 YEARS OFF YOUR RETIREMENT.
BE SMART. GIVE US 60 SECONDS. WE COULD SAVE YOU 6 YEARS OFF YOUR RETIREMENT.
Service Mark
Word
PENDING
Owner:
Serial:99157913
Filed:Apr 28, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice
SMARTREVIEW
SMARTREVIEW
Service Mark
Word
PENDING
Owner:
Serial:99157912
Filed:Apr 28, 2025
Classes:36
Description: Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial advisory and consultancy services
SMARTDATA
SMARTDATA
Service Mark
Word
ABANDONED
Owner:
Serial:99114459
Filed:Apr 1, 2025
Classes:36
Description: Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial advisory and consultancy services
SMARTSAFE
SMARTSAFE
Service Mark
Word
REGISTERED
Owner:
Serial:99059202
Filed:Feb 27, 2025
Classes:42
Registration:8028692
Registered:Nov 18, 2025
Description: Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice; Software as a service (SAAS) services featuring software for the secure upload, storage, retrieval and viewing of financial, estate, and tax documents.
FEE X-RAY
FEE X-RAY
Service Mark
Word
ABANDONED
Owner:
Serial:99048728
Filed:Feb 20, 2025
Classes:42
Description: FEE; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice; Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting
SMARTACCOUNTS
SMARTACCOUNTS
Service Mark
Word
ABANDONED
Owner:
Serial:99048719
Filed:Feb 20, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice
SMARTHOLDINGS
SMARTHOLDINGS
Service Mark
Word
ABANDONED
Owner:
Serial:99048720
Filed:Feb 20, 2025
Classes:42
Description: Software as a service (SAAS) services featuring software for displaying brokerage account portfolio performance and benchmark reporting; Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a service (SAAS) services featuring software for financial planning and financial advice
AI-POWERED FACT FINDING FOR HUMAN-POWERED FEELING FINDING.
AI-POWERED FACT FINDING FOR HUMAN-POWERED FEELING FINDING.
Service Mark
Word
ABANDONED
Owner:
Serial:98964985
Filed:Jan 15, 2025
Classes:42
Description: Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.
SMARTSOLUTIONS
SMARTSOLUTIONS
Service Mark
Word
ABANDONED
Owner:
Serial:98964996
Filed:Jan 15, 2025
Classes:42
Description: Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.
SMARTTEST
SMARTTEST
Service Mark
Word
ABANDONED
Owner:
Serial:98942366
Filed:Jan 7, 2025
Classes:42
Description: Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.
SMARTUPLOAD
SMARTUPLOAD
Service Mark
Word
REGISTERED
Owner:
Serial:98942373
Filed:Jan 7, 2025
Classes:42
Registration:8216903
Registered:Apr 14, 2026
Description: Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice; Software as a services (SaaS) services, featuring software for displaying brokerage account portfolio performance and benchmark reporting.
SMARTPATHWAY
SMARTPATHWAY
Service Mark
Word
ABANDONED
Owner:
Serial:98868035
Filed:Nov 22, 2024
Classes:42
Description: Software as a services (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts; Software as a services (SaaS) services, featuring software for financial planning and financial advice.
SMARTTAX
SMARTTAX
Service Mark
Word
REGISTERED
Owner:
Serial:98562399
Filed:May 21, 2024
Classes:42
Registration:8180735
Registered:Mar 17, 2026
Description: Software as a service (SaaS) services, featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts.
SMARTDATA
SMARTDATA
Service Mark
Word
PENDING
Owner:
Serial:98558493
Filed:May 20, 2024
Classes:42
Description: Software as a services (SaaS) services, namely, software for retrieving, categorizing, and displaying fees from investment and brokerage accounts.
98546851
98546851
Service Mark
Design
REGISTERED
Owner:
Serial:98546851
Filed:May 13, 2024
Classes:42
Registration:7687726
Registered:Feb 11, 2025
Description: Software as a services (SaaS) services, namely, software for retrieving, categorizing, and displaying fees from investment and brokerage accounts.
WHAT'S IN YOUR FEES?
WHAT'S IN YOUR FEES?
Service Mark
Word
REGISTERED
Owner:
Serial:98506556
Filed:Apr 18, 2024
Classes:42
Registration:7875620
Registered:Jul 29, 2025
Description: Software as a services (SaaS) services, namely, software for retrieving, categorizing, and displaying fees from investment and brokerage accounts.
SMARTSUITE
SMARTSUITE
Service Mark
Word
ABANDONED
Owner:
Serial:98441592
Filed:Mar 8, 2024
Classes:42
Description: Software as a services (SaaS) services, namely software for retrieving, categorizing, and displaying fees from investment and brokerage accounts.
CLARIFEES
CLARIFEES
Service Mark
Word
REGISTERED
Owner:
Serial:98128001
Filed:Aug 11, 2023
Classes:42
Registration:7467239
Registered:Aug 6, 2024
Description: Software as a service (SAAS) services featuring software for retrieving, categorizing, and displaying fees from investment and brokerage accounts