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88 resultsfor "WEALTHBOOK"

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WEALTHBOOK
WEALTHBOOK
Service Mark
Word
PENDING
Owner:
Serial:99242467
Filed:Jun 19, 2025
Classes:36
Goods & Services
Financial services, namely, wealth management services; Investment management
HEALTHBOOK+
HEALTHBOOK+
Trademark
Word
ITU
PENDING
Owner:
Serial:98585554
Filed:Jun 5, 2024
Classes:9, 42
Goods & Services
Class 009: downloadable mobile application software in the field of predictive analytics; downloadable mobile application software in the field of predictive analytics, namely, for analyzing data for generating targeted action plans; downloadable mobile application software for allowing users to aggregate and share information for analyzing the data for generating targeted action plans; Class 042: non-downloadable software in the field of predictive analytics; non-downloadable software in the field of predictive analytics, namely, for analyzing data for generating targeted action plans; non-downloadable software for allowing users to aggregate and share information for analyzing the data for generating targeted action plans; providing a website featuring technology for allowing users to aggregate and share information for analyzing the data for generating targeted action plans
HEALTHBOOK+
HEALTHBOOK+
Service Mark
Word
REGISTERED
Owner:
Serial:97713275
Filed:Dec 12, 2022
Classes:35
Registration:8161685
Registered:Mar 3, 2026
Goods & Services
Predictive analytic services
WEALTHBROOK
WEALTHBROOK
Service Mark
Word
REGISTERED
Owner:
Serial:77016572
Filed:Oct 9, 2006
Classes:36
Registration:3537546
Registered:Nov 25, 2008
Goods & Services
Financial services, namely, investment advice and strategies in the nature of retirement and financial planning, management of stock and bond investment portfolios; and brokerage services, namely, insurance, stocks, bonds, and variable annuity products
DHEALTHBOOK
DHEALTHBOOK
Service Mark
Word
REGISTERED
Owner:
Serial:90393637
Filed:Dec 18, 2020
Classes:44
Registration:6559667
Registered:Nov 16, 2021
Goods & Services
Providing online, mobile and digital health and medical information for consumers, patients and caregivers in the field of medical, wellness and health services and products
WEALTHBLOCK
WEALTHBLOCK
Service Mark
Word
REGISTERED
Owner:
Serial:97310666
Filed:Mar 14, 2022
Classes:42
Registration:7035348
Registered:Apr 25, 2023
Goods & Services
Software as a service (SAAS) services featuring software for enabling venture capital, private equity, private placement, funding portals and investment banking firms to raise private capital, market private offerings to investors and manage investor relations
WEALTHBOX
WEALTHBOX
Service Mark
Word
REGISTERED
Owner:
Serial:86021251
Filed:Jul 26, 2013
Classes:42
Registration:4708969
Registered:Mar 24, 2015
Goods & Services
Software as a service (SAAS) services featuring software for customer relationship management (CRM)
WEALTHBOY
WEALTHBOY
Trademark
Combined
REGISTERED
Owner:
Serial:97629399
Filed:Oct 12, 2022
Classes:20
Registration:7223107
Registered:Nov 21, 2023
Goods & Services
Furniture; Sofas; Bathroom furniture; Beauty salon furniture; Bedroom furniture; Beds, mattresses, pillows and bolsters; Camping furniture; Fitted kitchen furniture; Furniture for house, office and garden; Furniture for motor homes; Furniture parts; Furniture primarily of metal, namely, mirrors, bed frames, dining tables, coffee tables, end tables, desks, display cases, shelving, dog gates, and baby gates; Inflatable furniture; Living room furniture; Mirrors; Office furniture; Patio furniture; Pet furniture; Residential and commercial furniture; Works of art of wood, wax, plaster or plastic
WEALTHBOOSTER
WEALTHBOOSTER
Service Mark
Word
REGISTERED
Owner:
Serial:97056335
Filed:Oct 1, 2021
Classes:36
Registration:7065117
Registered:May 30, 2023
Goods & Services
Financial advice
WEALTHBONUS
WEALTHBONUS
Service Mark
Word
ITU
PENDING
Owner:
Serial:97855179
Filed:Mar 24, 2023
Classes:36
Goods & Services
Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration
WEALTH BOOST
WEALTH BOOST
Service Mark
Word
REGISTERED
Owner:
Serial:97538587
Filed:Aug 7, 2022
Classes:42
Registration:7484452
Registered:Aug 27, 2024
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for users to find and select branded products or services that match their preferences in order to receive rewards
WEALTH OS
WEALTH OS
Trademark
Combined
REGISTERED
Owner:
Serial:97730025
Filed:Dec 23, 2022
Classes:42
Registration:8155971
Registered:Mar 3, 2026
Goods & Services
"WEALTH OS"; Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation
WEALTH2K
WEALTH2K
Service Mark
Word
REGISTERED
Owner:
Serial:78773910
Filed:Dec 15, 2005
Classes:35
Registration:3180473
Registered:Dec 5, 2006
Goods & Services
marketing consulting services in the field of financial services
WEALTHAWK
WEALTHAWK
Service Mark
Word
REGISTERED
Owner:
Serial:97640251
Filed:Oct 20, 2022
Classes:42
Registration:7229340
Registered:Nov 28, 2023
Goods & Services
Providing on-line non-downloadable software for use by wealth managers and financial advisors to find prospects for their services
WEALTHBENCH
WEALTHBENCH
Service Mark
Word
REGISTERED
Owner:
Serial:76290278
Filed:Jul 25, 2001
Classes:36, 42
Registration:2644381
Registered:Oct 29, 2002
Goods & Services
Financial portfolio management services, namely quantifying the likelihood of gain or loss in expected returns associated with various financial assets and providing investors and financial advisors with an assessment as to said likelihood of gain or loss in expected returns via a global computer network and wireless communications; Application service provider, namely, hosting and delivering software applications that allow users to quantify the likelihood of gain or loss in expected returns associated with various financial assets and to obtain an assessment as to said likelihood of gain or loss in expected returns
WEALTHBERG
WEALTHBERG
Service Mark
Word
REGISTERED
Owner:
Serial:86587614
Filed:Apr 5, 2015
Classes:37
Registration:4851018
Registered:Nov 10, 2015
Goods & Services
Real estate development
WEALTHBERRY
WEALTHBERRY
Service Mark
Word
REGISTERED
Owner:
Serial:97024405
Filed:Sep 13, 2021
Classes:35, 36
Registration:8026800
Registered:Nov 18, 2025
Goods & Services
Online advertisements; Compilation of advertisements for use on the internet; Advertisement and publicity services by television, radio, mail; Composing advertisements for use as web pages; Compilation of advertisements for use on internet web pages; Recording and registering the transfer of stocks, shares, and securities | Financing services; Project financing; Arranging finance for businesses; Research services relating to finance; Advisory services relating to finance; Brokerage of bonds; Financial services relating to bonds, namely, brokerage of bonds; Financial information services relating to bonds; Issuance of bonds; Financial management of assets; Financial management of financial assets; Financial asset management; Financial asset management; Financial asset management services; Financing services, namely, asset-based financing services; Financial investment asset management; Property asset financial management services; Financial asset management for third parties; Real estate investment services; Real estate financing; Real estate management; Real estate financial administration; Real estate investment services; Real estate investment management; Real estate management; Management of real estate; Real estate management services; Real estate assessment; Real estate property management; Consultancy services relating to real estate management; Stock exchange services, namely, stock exchange quotations; Trading of stocks; Providing information relating to securities trading; Financial securities exchange services; Securities management, namely, management of securities portfolios; Securities investment brokerage services; Securities exchange services; Securities trading services; Trading in securities; Financial services relating to securities; Management of portfolios of securities; Financial investment in the field of securities; Financial services related to the sale and purchase of securities; Corporate finance
WEALTHBERRY
WEALTHBERRY
Service Mark
Combined
REGISTERED
Owner:
Serial:97442547
Filed:Jun 3, 2022
Classes:35
Registration:7370535
Registered:Apr 30, 2024
Goods & Services
Online advertisements; Compilation of advertisements for use on the internet; Advertisement and publicity services by television, radio, mail; Composing advertisements for use as web pages; Compilation of advertisements for use on internet web pages; Recording and registering the transfer of stocks, shares, and securities | Financing services; Project financing; Arranging finance for businesses; Research services relating to finance; Advisory services relating to finance; Brokerage of bonds; Financial services relating to bonds, namely, brokerage of bonds; Financial information services relating to bonds; Issuance of bonds; Financial management of assets; Financial management of financial assets; Financial asset management; Financial asset management services; Financing services, namely, asset-based financing services; Financial investment asset management; Property asset financial management services; Financial asset management for third parties; Real estate investment services; Real estate financing; Real estate management; Real estate financial administration; Real estate investment management; Management of real estate; Real estate management services; Real estate assessment; Real estate property management; Consultancy services relating to real estate management; Stock exchange services, namely, stock exchange quotations; Trading of stocks; Providing information relating to securities trading; Financial securities exchange services; Securities management, namely, management of securities portfolios; Securities investment brokerage services; Securities exchange services; Securities trading services; Trading in securities; Financial services relating to securities; Management of portfolios of securities; Financial investment in the field of securities; Financial services related to the sale and purchase of securities; Corporate finance
WEALTHBIAS
WEALTHBIAS
Service Mark
Word
REGISTERED
Owner:
Serial:97054132
Filed:Sep 30, 2021
Classes:36
Registration:6804082
Registered:Jul 26, 2022
Goods & Services
Financial planning and investment advisory services; On-line financial planning services
WEALTHBUILDER
WEALTHBUILDER
Service Mark
Word
REGISTERED
Owner:
Serial:76157095
Filed:Oct 31, 2000
Classes:36
Registration:2821490
Registered:Mar 9, 2004
Goods & Services
Financial services, namely, payment schedule restructuring and investment and asset transfer advisory services utilizing the installment sales method, all of which are offered exclusively for state lottery winners
WEALTHCFO
WEALTHCFO
Service Mark
Word
REGISTERED
Owner:
Serial:98358259
Filed:Jan 15, 2024
Classes:36
Registration:7596932
Registered:Dec 10, 2024
Goods & Services
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management
WEALTHFOR
WEALTHFOR
Trademark
Word
REGISTERED
Owner:
Serial:99084366
Filed:Mar 14, 2025
Classes:16, 36
Registration:8012110
Registered:Nov 4, 2025
Goods & Services
Printed informational cards in the field of financial consultancy; Financial consulting
WEALTHION
WEALTHION
Service Mark
Word
REGISTERED
Owner:
Serial:90555177
Filed:Mar 2, 2021
Classes:36
Registration:6755735
Registered:Jun 7, 2022
Goods & Services
Investment advisory services for individuals; Financial planning and investment advisory services for individuals; Financial services, namely, wealth management services for individuals
WEALTHLOC
WEALTHLOC
Service Mark
Word
REGISTERED
Owner:
Serial:85222033
Filed:Jan 20, 2011
Classes:35
Registration:4012136
Registered:Aug 16, 2011
Goods & Services
Copying of documents for others; Duplication of documents
WEALTHMAO
WEALTHMAO
Trademark
Word
REGISTERED
Owner:
Serial:87508214
Filed:Jun 28, 2017
Classes:14
Registration:5391087
Registered:Jan 30, 2018
Goods & Services
[ Alloys of precious metal; Beads for making jewelry; ] Jewelry; [ Jewelry boxes; ] Jewelry chains [ ; Jewelry findings; Silver thread jewelry; Silver and its alloys; Watches; Works of art of precious metal ]
WEALTHMARK
WEALTHMARK
Service Mark
Word
REGISTERED
Owner:
Serial:90882018
Filed:Aug 13, 2021
Classes:35
Registration:6902914
Registered:Nov 15, 2022
Goods & Services
Market research; Market research and market intelligence services; Market research consultation; Market research services; Market research services in the field of finance; Market research studies; Market analysis and research services; Analysis of market research data and statistics; Analyzing and compiling business data for banks and financial institutions; Conducting business and market research surveys
WEALTHOME
WEALTHOME
Trademark
Word
REGISTERED
Owner:
Serial:98021153
Filed:May 31, 2023
Classes:20
Registration:7419902
Registered:Jun 18, 2024
Goods & Services
Beds; Bookcases; Bookshelves; Chairs; Desks; Pillows; Sideboards; Sofas; Coat stands; Dining chairs; Dining tables; Furniture made from wood; Living room furniture; Lounge furniture; Picture and photograph frames; Picture frames; Rocking chairs; Sofa beds; Tea tables; U-shaped pillows; Valet stands
WEALTHONE
WEALTHONE
Service Mark
Word
REGISTERED
Owner:
Serial:97032932
Filed:Sep 17, 2021
Classes:36
Registration:6898888
Registered:Nov 15, 2022
Goods & Services
Financial advisory and consultancy services
WEALTHOS
WEALTHOS
Trademark
Word
Supplemental
REGISTERED
Owner:
Serial:97728352
Filed:Dec 22, 2022
Classes:42
Registration:7970898
Registered:Sep 30, 2025
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, holding management and valuations, order interest routing, account funding, asset transfers, fee recovery relating to asset transactions, asset trading and payment transfers; Platform as a service (PAAS) featuring computer software platforms for financial data recording, management and manipulation; software as a service (SaaS) services in the nature of non-downloadable software for financial management and administration for use in the wealth management, savings, investment and retirement savings industry; Software as a service (SaaS) services in the nature of non-downloadable software for wealth management, asset management, portfolio management, investment management, fund management, model portfolio management, data management, data aggregation and accounting; Software as a service (SaaS) services in the nature of non-downloadable software for the operation and administration of financial products by operational users, product providers, financial advisers and consumers; Software as a service (SaaS) services in the nature of non-downloadable software for asset transactions, asset trading and payment transfers for downloadable and recorded computer software for managing electronic payment transactions using distributed ledger technology (DLT); Software as a service (SaaS) services in the nature of non-downloadable software for financial data recording, management and manipulation
WEALTHPRO
WEALTHPRO
Service Mark
Word
REGISTERED
Owner:
Serial:77018327
Filed:Oct 11, 2006
Classes:36
Registration:3315546
Registered:Oct 23, 2007
Goods & Services
Financial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature of fee-based managed portfolios of securities, managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, accident and health, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely insurance administration and underwriting in the fields of life, accident and health, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation for executive benefits and group benefits; pension option analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; philanthropic services concerning monetary donations; providing student loan information and college planning consulting, namely, recommending investments for college savings purposes
WEALTHTOR
WEALTHTOR
Service Mark
Word
REGISTERED
Owner:
Serial:98253568
Filed:Nov 3, 2023
Classes:36
Registration:7528447
Registered:Oct 8, 2024
Goods & Services
Financial planning
WEALTHVOX
WEALTHVOX
Trademark
Word
REGISTERED
Owner:
Serial:90188664
Filed:Sep 17, 2020
Classes:9
Registration:6362754
Registered:May 25, 2021
Goods & Services
Downloadable graphical user interface software | Educational books featuring accounting and financial literacy; Educational publications, namely, books and workbooks in the fields of accounting and financial literacy | Arranging and conducting educational congresses in the field of accounting and financial literacy; Business education and training services, namely, developing customized in-company leadership and executive development programs, providing executive coaching services, and providing public and in-company keynote presentations to business leaders; Continuing education services, namely, providing live and on-line continuing professional education seminars in the legal, medical, accounting, and real estate fields; Educating at university or colleges; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of accounting and financial literacy; Education services, namely, providing on-line workshops and seminars in the field of accounting and financial literacy; Education services, namely, providing tutoring in the field of accounting and financial literacy; Education services, namely, training educators in the field of accounting and financial literacy and providing curricula in connection therewith; Educational services, namely, conducting seminars, lectures, teleseminars, teleclasses, and workshops in personal awareness; Educational services, namely, conducting workshops and seminars in the fields of accounting and financial literacy and distribution of training materials in connection therewith; Educational services, namely, conducting workshops and seminars in the field of accounting and financial literacy and distribution of course and educational materials in connection therewith; Educational services, namely, providing continuing professional education courses in the field of accounting and financial literacy; Educational services, namely, providing online courses of instruction at the high school and university level and distribution of course material in connection therewith; Educational services, namely, providing web-based and classroom training for certification of teachers and continuing education for teachers and principals; Leadership development training in the field of finance; Providing classes, workshops, seminars and camps in the field of accounting and financial literacy; Providing continuing business education courses; Providing education courses in the field of accounting and financial literacy offered through online, non-downloadable videos and instructor assistance; Providing education in the field of accounting and financial literacy rendered through video conference; Providing educational demonstrations; Providing group coaching and in-person learning forums in the field of leadership development; Providing on-line publications in the nature of e-books in the field of accounting and financial literacy; Publication of text books; Publication of texts, books, magazines and other printed matter; Publishing e-books in the field of accounting and financial literacy; Publishing of books, magazines; Teaching and training in business, industry and information technology; Teaching at junior high schools; Workshops and seminars in the field of accounting and financial literacy
WEALTH
WEALTH
Trademark
Word
REGISTERED
Owner:
Serial:99016912
Filed:Jan 23, 2025
Classes:26
Registration:7968551
Registered:Sep 30, 2025
Goods & Services
Clasps for purses
WEALTH BUILDS
WEALTH BUILDS
Service Mark
Word
Supplemental
REGISTERED
Owner:
Serial:97903897
Filed:Apr 24, 2023
Classes:41
Registration:7591853
Registered:Dec 3, 2024
Goods & Services
Providing community educational programs designed to educate children and families on the root causes of financial inequality and the building blocks of intergenerational wealth, namely, educational programs in the nature of providing information on educational opportunities, financial planning, financial responsibility, college savings, loan, how to seek and obtain scholarships and grants, how to seek and sustain employment opportunities, and retirement planning
WEALTH PYRAMID
WEALTH PYRAMID
Trademark
Word
PENDING
Owner:
Serial:99544026
Filed:Dec 12, 2025
Classes:9, 36, 41
Goods & Services
Class 009: Downloadable educational materials, namely, printable guides, workbooks, and instructional materials in the field of financial planning; Class 036: Financial advisory and consultancy services, namely, financial planning services and wealth management services; Class 041: Education services, namely, providing online courses, workshops, and seminars in the field of financial planning and wealth management
WEALTH Q2
WEALTH Q2
Service Mark
Stylized
REGISTERED
Owner:
Serial:90803594
Filed:Jun 30, 2021
Classes:36
Registration:6793547
Registered:Jul 19, 2022
Goods & Services
Class 036: Financial planning and investment advisory services; On-line financial planning services
WEALTH RX
WEALTH RX
Service Mark
Word
REGISTERED
Owner:
Serial:77363289
Filed:Jan 3, 2008
Classes:36
Registration:3513983
Registered:Oct 7, 2008
Goods & Services
Class 036: Estate planning; Financial planning; Financial planning consultation
WEALTH TV
WEALTH TV
Service Mark
Word
REGISTERED
Owner:
Serial:78331790
Filed:Nov 21, 2003
Classes:38
Registration:2958620
Registered:May 31, 2005
Goods & Services
Cable and television broadcasting services; "TV"
WEALTH-X
WEALTH-X
Service Mark
Word
REGISTERED
Owner:
Serial:85075666
Filed:Jul 1, 2010
Classes:35, 36
Registration:4130434
Registered:Apr 24, 2012
Goods & Services
Business information services, namely, providing news, analysis, profile information, earnings, statements, guidelines, press releases, presentations and recommendations relating to a company, its business clients and contacts; compiling of lists of prospective customers; services to assist in establishing a network of business contacts; arranging business introductions; business investigations and inquiries; business research and statistical information on individuals and groups of individuals; strategic business planning; business research; computerized database management; business information provided on-line from a computer database or via computer networks relating to individuals and groups of individuals; business research services relating to high net worth individuals | Information services relating to finance and financial news; financial business appraisals of individuals; investment business services; financial information services relating to individuals; financial information provided on-line from a computer database or via computer networks; providing financial information relating to high net worth individuals; financial statistical information on individuals and groups of individuals
WEALTH+
WEALTH+
Service Mark
Word
ITU
PENDING
Owner:
Serial:98861396
Filed:Nov 19, 2024
Classes:35, 36
Goods & Services
Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Strategic financial advisory services; Business services, namely, providing investment advisory and consultancy services and business technology consulting to investors and service providers for setting up and managing investments