Wealthsimple Technologies Inc. logo

Wealthsimple Technologies Inc.

11 Marks
Corp.
First Filed:Apr 26, 2017Latest Filed:Jun 11, 2021Address:241 Spadina Avenue, 3rd floor, Toronto, Ontario, M5T2E2, CA

Portfolio Overview

Registered
4(36%)
Pending
2(18%)
Dead
5(45%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
8(73%)
Class 9
Electronics, Software & Scientific Equipment
3(27%)
Class 35
Advertising, Business Services & Retail
2(18%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
1(100%)
As Defendant
0(0%)

Top Firms

Holland & Knight LLP(Jun 2021)
10

Trademark Portfolio

11 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
W
W
Trademark
Combined
REGISTERED
Owner:
Serial:79333848
Filed:Jun 11, 2021
Classes:35
Registration:6966199
Registered:Jan 31, 2023
Goods & Services
Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing services, capital investment services; downloadable and recorded mobile application software for providing brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; downloadable and recorded mobile application software for online trading of securities, namely, managing orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research services, namely, constructing model portfolios of securities; downloadable and recorded mobile application software for providing account management services, namely, automated fee processing, statement production, and investment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing | Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services | Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial services, namely, cryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; online trading of securities, namely, managing orders and monitoring account balances; securities market research services, namely, financial research in the involving constructing model portfolios of securities; account management services, namely, payment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, namely, securities trading services; securities underwriting; option trading, futures trading, currency trading, cryptocurrency trading, commodities trading; financial advisory services; online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely, trust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered plans, namely, tax payment processing services; securities brokerage account services and margin loan services, namely, loan financing; payroll tax debiting, namely, tax payment processing services; tax payment processing services | Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency | Providing software as a service (SAAS) services featuring temporary use of non-downloadable software to simulate securities market activity in order to permit user to practice the skills of trading securities; software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services | Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
W
W
Trademark
Combined
REGISTERED
Owner:
Serial:79334025
Filed:Jun 11, 2021
Classes:9
Registration:6966204
Registered:Jan 31, 2023
Goods & Services
Downloadable and recorded mobile application software for use in accessing and managing financial investments; downloadable and recorded mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable and recorded mobile application software for providing advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable and recorded mobile application software for trading, securities clearing, underwriting, option trading, futures trading, currency trading, commodities trading; downloadable and recorded mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable and recorded mobile application software for automated investment management; downloadable and recorded mobile application software for financial consultation in the field of cryptocurrency; downloadable and recorded mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others; downloadable and recorded mobile application software for investment and management of portfolios of transferable securities and investment funds; downloadable and recorded mobile application software for providing financial lending and financing services, capital investment services; downloadable and recorded mobile application software for providing brokerage services, namely, discount brokerage services, on-line brokerage services, day trading services, and online trading; downloadable and recorded mobile application software for online trading of securities, namely, managing orders and monitoring account balances; downloadable and recorded mobile application software for providing securities market research services, namely, constructing model portfolios of securities; downloadable and recorded mobile application software for providing account management services, namely, automated fee processing, statement production, and investment management; downloadable and recorded mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; downloadable and recorded mobile application software for providing stock and securities market information; downloadable and recorded mobile application software for providing online access to trading software; downloadable and recorded mobile application software for providing financial information in the field of securities clearing, underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; downloadable and recorded mobile application software for providing business news and commentary in the field of blockchain technology and cryptocurrency; downloadable and recorded mobile application software for providing online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable and recorded mobile application software for providing financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable and recorded mobile application software for providing mortgage services and providing mortgage information; downloadable and recorded mobile application software for providing insurance services and providing insurance information; downloadable and recorded mobile application software for management of tax registered plans; downloadable and recorded mobile application software for providing securities brokerage account services and margin loan services; downloadable and recorded mobile application software for providing tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing | Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services | Financial and investment services, namely, financial investments in the field of securities; financial management; financial management via the internet; financial planning and investment advisory services; money transfer; electronic transfer of funds; electronic payment services involving electronic processing and subsequent transmission of bill payment data; money wiring services; money exchange services; financial services, namely, wealth management services; investment and management of portfolios of transferable securities and investment funds; automated investment management; financial planning, investment counseling and advisory services; financial advisory services in the field of credit and debit control, investment, grants and financing of loans; financial consultation in the field of cryptocurrency; financial asset management, namely, maintaining possession and records of financial assets of others; financial lending and financing services; capital investment services; financial services, namely, cryptocurrency trading services in the nature of provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; online trading of securities, namely, managing orders and monitoring account balances; securities market research services, namely, financial research in the involving constructing model portfolios of securities; account management services, namely, payment processing services in the field of credit card payments in the nature of automated fee processing and statement production; investment management; financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and exchange traded funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; providing stock and securities market information; providing securities clearing, namely, securities trading services; securities underwriting; option trading, futures trading, currency trading, cryptocurrency trading, commodities trading; financial advisory services; online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; financial trust and estate services, namely, trust company services being estate planning and estate management; mortgage financing and brokerage services and providing mortgage financial information; insurance brokerage services and providing insurance information; management of tax registered plans, namely, tax payment processing services; securities brokerage account services and margin loan services, namely, loan financing; payroll tax debiting, namely, tax payment processing services; tax payment processing services | Providing on-line news in the field of finance; providing business news and commentary in the field of blockchain technology and cryptocurrency | Software as a service (SAAS) services featuring trading software for securities, options, futures, currency, cryptocurrency and commodities; software as a service (SAAS) services featuring financial software for financial advisory services | Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
INVESTING ON AUTOPILOT
ABANDONED
Owner:
Serial:90758431
Filed:Jun 7, 2021
Classes:9
WORLD'S MOST HUMAN
WORLD'S MOST HUMAN
Trademark
Word
ITU
PENDING
Owner:
Serial:90715006
Filed:May 17, 2021
Classes:9, 35, 36, +1
Goods & Services
Downloadable mobile application software for use in accessing and managing financial investments; downloadable mobile application software for wealth management, financial planning, investment counseling and advisory services; downloadable mobile application software for advisory services in the field of credit and debit control, investment, grants and financing of loans; downloadable mobile application software for securities trading, securities clearing, securities and insurance underwriting, option trading, futures trading, currency trading, commodities trading; downloadable mobile application software for money transfer, electronic transfer of funds, electronic payment services, money wiring services and money exchange services; downloadable mobile application software for automated investment management; downloadable mobile application software for financial consultation in the field of cryptocurrency; downloadable mobile application software for financial asset management, namely, maintaining possession and records of financial assets of others, investment and management of portfolios of transferable securities and investment funds; downloadable mobile application software for financial lending and financing services, capital investment services, securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading, online trading of securities, namely, managing orders and monitoring account balances, securities market research services, namely, constructing model portfolios of securities, account management services, namely, automated fee processing, statement production, and investment management; downloadable mobile application software for providing financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading, providing stock and securities market information, providing online access to securities trading software, securities clearing, securities and insurance underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services, providing business news and commentary in the field of blockchain technology and cryptocurrency, and online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; downloadable mobile application software for financial trust and estate services, namely, trust company services, estate planning, estate management; downloadable mobile application software for mortgage services and providing mortgage information; downloadable mobile application software for insurance services and providing insurance information; downloadable mobile application software for management of tax registered plans; downloadable mobile application software for securities brokerage account services and margin loan services; downloadable mobile application software for tax and taxation planning, advice, information and consultancy services, tax preparation services, tax filing services, preparing income tax reports, tax auditing services and for payroll tax debiting and tax payment processing; Financial and investment services, namely, financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; Providing on-line news in the field of finance; Money transfer; Electronic transfer of funds; Electronic payment services; Money wiring services; Money exchange services; Wealth management; Investment and management of portfolios of transferable securities and investment funds; Automated investment management; Financial planning, investment counseling and advisory services; Advisory services in the field of credit and debit control, investment, grants and financing of loans; Financial consultation in the field of cryptocurrency; Financial asset management, namely, maintaining possession and records of financial assets of others; Financial lending and financing services; Capital investment services; Financial services, namely, provision of a cryptocurrency blockchain for digital currency exchange and trading services; securities brokerage services, namely, discount securities brokerage services, on-line securities brokerage services, securities day trading services, and online securities trading; Online trading of securities, namely, managing orders and monitoring account balances; Securities market research services, namely, constructing model portfolios of securities; Account management services, namely, automated fee processing, statement production, and investment management; Financial information in the field of securities and stock, equities, derivatives, futures, guaranteed investment certificate (GIC), foreign exchange (FX) spot trading, fixed income, mutual funds, and Exchange Traded Funds markets, delayed and real-time stock, equities, derivatives, guaranteed investment certificate (GIC), exempt market products, private placement, market quotes, and cryptocurrency exchange and trading; Providing stock and securities market information; Providing online securities clearing, securities and insurance underwriting, option trading, futures trading, currency trading, cryptocurrency trading, commodities trading, and financial advisory services; Online financial research services, namely, providing information on securities and markets, providing delayed and real time market quotes; Financial trust and estate services, namely, trust company services, estate planning, estate management; mortgage services and providing mortgage information; mortgage planning; mortgage financing; mortgage procurement for others; mortgage brokerage, refinancing, lending; mortgage foreclosure services; maintaining mortgage escrow accounts; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans, mortgage banking; insurance services and providing insurance information; insurance consultation; insurance brokerage; insurance information and consultation; providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web based computer network; providing insurance premium rate quotes via on-line, telephone and mail means; insurance claims processing; payment processing services in the field of insurance payments; reinsurance underwriting; financial management of tax registered plans; Securities brokerage account services and margin loan services; payroll tax debiting; tax payment processing services; Tax and taxation planning, advice, information and consultancy services; tax preparation services; tax filing services; preparing income tax reports; tax auditing services; providing business news and commentary in the field of blockchain technology and cryptocurrency; Technology licensing, namely, licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments
$IGN
$IGN
Service Mark
Word
PENDING
Owner:
Serial:90384982
Filed:Dec 15, 2020
Classes:36
Goods & Services
Money transfer; Electronic transfer of funds; Electronic payment services involving electronic processing and subsequent transmission of bill payment data; Money wiring services; Money exchange services
CASH HANDLE
CASH HANDLE
Service Mark
Word
ABANDONED
Owner:
Serial:90258313
Filed:Oct 15, 2020
Classes:36
FINANCIAL POWER FOR THE PEOPLE
REGISTERED
Owner:
Serial:88770335
Filed:Jan 23, 2020
Classes:36
Registration:6290698
Registered:Mar 9, 2021
Goods & Services
Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities trading and investing services for others via the internet; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
INVESTING MASTER CLASS
INVESTING MASTER CLASS
Service Mark
Word
ABANDONED
Owner:
Serial:88356843
Filed:Mar 26, 2019
Classes:36
Goods & Services
"INVESTING"
INVESTING FOR HUMANS
INVESTING FOR HUMANS
Service Mark
Word
ABANDONED
Owner:
Serial:87526628
Filed:Jul 13, 2017
Classes:36
TAKE CARE OF YOURSELF
TAKE CARE OF YOURSELF
Service Mark
Word
CANCELLED
Owner:
Serial:87425969
Filed:Apr 26, 2017
Classes:36
Registration:5349552
Registered:Dec 5, 2017
WEALTHSIMPLE
WEALTHSIMPLE
Service Mark
Word
REGISTERED
Owner:
Serial:87425960
Filed:Apr 26, 2017
Classes:36
Registration:5339724
Registered:Nov 21, 2017
Goods & Services
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities trading and investing services for others via the internet

Cookie Preferences

We use cookies (including Google Analytics) to improve our site and understand how visitors use it.