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102 resultsfor "WEALTHCFO"

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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
WEALTHIFY
WEALTHIFY
Trademark
Word
REGISTERED
Owner:
Serial:97234657
Filed:Jan 24, 2022
Classes:9, 35, 36, +2
Registration:7192008
Registered:Oct 17, 2023
Goods & Services
Downloadable computer software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Downloadable computer software for financial services, wealth management, investment management and insurance, namely, software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance.; Downloadable electronic publications in the nature of magazines, blogs, and articles in the fields of finance, financial services, wealth management, investment management, pensions and insurance; Motion picture films about financial services, wealth management, investment management, pensions and insurance; Data processing equipment | Advertising services; Business management consulting; Business advice; Commercial information services, via the internet; Business research; Data processing services; Provision of business information via global computer networks; Analyzing and compiling business data; Tax filing services | Financial services, namely, financial investment brokerage, monitoring financial markets for investment purposes, advice related to investments, investment of funds, financial management, financial management of employee pension plans; Financial services, namely, wealth management services; Investment management; Banking services | Training services in the field of finance, financial services, wealth management, investment management, pensions and insurance | Design and development of computer hardware and software; Platform as a service (PAAS) featuring computer software platforms for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Software as a service (SAAS) services featuring software for performing financial investments, financial transactions, executing trades, transferring funds, and checking investment performance; Providing temporary use of online non-downloadable investment and wealth management software
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 ]
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
WEALTHCARE
WEALTHCARE
Service Mark
Word
ITU
PENDING
Owner:
Serial:99481371
Filed:Nov 5, 2025
Classes:36
Goods & Services
Class 036: Financial services, namely, wealth management services; Financial portfolio management; Investment advisory services; Financial planning
WEALTHCARE
WEALTHCARE
Trademark
Word
REGISTERED
Owner:
Serial:86783718
Filed:Oct 9, 2015
Classes:9, 42
Registration:4968468
Registered:May 31, 2016
Goods & Services
Downloadable software applications in the nature of a mobile software application for viewing health benefit account information; downloadable software applications in the nature of mobile software application tools for assisting consumers in selecting healthcare account options; Downloadable software applications in the nature of mobile software applications for the management and administration of employee health benefit accounts and healthcare savings accounts; Providing temporary use of on-line non-downloadable software for the retrieval of healthcare benefits information, proving educational information regarding healthcare and healthcare account options, and tools for assisting consumers with selection of healthcare account options; providing temporary use of on-line non-downloadable software for the management and administration of employee health benefit accounts and healthcare savings accounts
WEALTHCASE
WEALTHCASE
Service Mark
Word
REGISTERED
Owner:
Serial:85971991
Filed:Jun 27, 2013
Classes:36
Registration:4478007
Registered:Feb 4, 2014
Goods & Services
FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES
WEALTHCAST
WEALTHCAST
Service Mark
Word
REGISTERED
Owner:
Serial:88220624
Filed:Dec 7, 2018
Classes:36, 41
Registration:5993756
Registered:Feb 25, 2020
Goods & Services
Education services, namely, providing on-line video and audio commentary in the field of wealth management, investing, financial markets, and retirement planning; Providing information, news and commentary in the field of current events relating to financial markets, investments, and retirement planning; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
WEALTHCORE
WEALTHCORE
Service Mark
Word
REGISTERED
Owner:
Serial:79272283
Filed:Aug 1, 2019
Classes:35, 36, 42
Registration:6087888
Registered:Jun 30, 2020
Goods & Services
Real estate agency services; real estate management; real estate consultancy; real estate appraisal; real estate financing services; financial risk management services; financial investment services; financial advisory services; monetary affairs, namely, private equity fund investment services; insurance agency services; investment mutual fund management; private equity fund management; financial management; financial asset management; financial transaction services, namely, providing secure commercial transactions and payment options; financial services, namely, raising equity capital for others and providing home equity lines of credit; Business management; business administration; advertising services; clerical services; Providing temporary use of online, non-downloadable software featuring digital interfaces for cloud based real estate asset management
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+
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
WEALTHX
WEALTHX
Service Mark
Word
ITU
PENDING
Owner:
Serial:99320301
Filed:Sep 3, 2025
Classes:36
Goods & Services
Class 036: Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services
WEALTHY
WEALTHY
Trademark
Combined
ITU
PENDING
Owner:
Serial:99631584
Filed:Feb 3, 2026
Classes:7, 9
Goods & Services
Class 007: Electric motors for machines; Class 009: Air and motor circulators in the nature of electronic components, namely, for air conditioning equipment, air conditioning plants, fans, air purifying apparatus and machines, fan blowers, air conditioning parts, ventilation installations and apparatus, kitchen ventilators, electric laundry dryers, exhaust fans, and refrigerator; Light emitting diodes (LEDs); Electronic speed controllers
WEALTH GENE
WEALTH GENE
Trademark
Word
REGISTERED
Owner:
Serial:88438151
Filed:May 20, 2019
Classes:9, 41
Registration:5936495
Registered:Dec 17, 2019
Goods & Services
Class 009: Audio books in the field of personal and business development; Downloadable electronic books in the field of personal and business development; Class 041: Educational services, namely, conducting programs in the field of personal and business development; Educational services, namely, providing online instruction in the field of personal and business development; Providing on-line videos featuring personal and business development, not downloadable
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
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=Y
WEALTH=Y
Trademark
Word
ITU
PENDING
Owner:
Serial:99613832
Filed:Jan 25, 2026
Classes:25
Goods & Services
Class 025: T-shirts; Hooded sweatshirts; Hats; Track jackets; Headwear
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
WEALTH36Q°
WEALTH36Q°
Service Mark
Word
ITU
PENDING
Owner:
Serial:99582628
Filed:Jan 7, 2026
Classes:35, 36
Goods & Services
Class 035: Tax preparation; Tax consultation; Tax and taxation planning, advice, information and consultancy services; accounting services related to tax planning; business consultation services for individuals and businesses in the fields of tax, tax compliance, tax planning, accounting, tax outsourcing; advisory services regarding tax compliance; Class 036: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
WEALTHABL
WEALTHABL
Service Mark
Word
ITU
PENDING
Owner:
Serial:99714313
Filed:Mar 20, 2026
Classes:36
Goods & Services
Class 036: Financial services, namely, estate settlement services
WEALTHABL
WEALTHABL
Service Mark
Combined
ITU
PENDING
Owner:
Serial:99750097
Filed:Apr 7, 2026
Classes:36
Goods & Services
Class 036: Financial services, namely, estate settlement services
WEALTHARC
WEALTHARC
Service Mark
Word
REGISTERED
Owner:
Serial:86763298
Filed:Sep 21, 2015
Classes:41, 42
Registration:5084878
Registered:Nov 22, 2016
Goods & Services
[ Training in the use of software for automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device; training in the use of software for providing a user dashboard, and generating reports; training in the use of software that provides an artificial intelligence based analytical engine ]; Software as a service (SaaS) services featuring software platforms for managing and analyzing financial data, asset portfolios, market positions, regulatory issues, investment strategies, and corporate governance, automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device, providing a user dashboard, and generating reports, providing cyber security, providing an artificial intelligence based analytical engine
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
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
WEALTHCAP HUB
WEALTHCAP HUB
Trademark
Word
REGISTERED
Owner:
Serial:90393128
Filed:Dec 18, 2020
Classes:9, 35, 36, +2
Registration:7075842
Registered:Jun 6, 2023
Goods & Services
Class 009: Downloadable publications in the nature of articles in the fields of family governance of businesses and other assets, family offices, family wealth education, business succession, wealth succession, stewardship of family wealth, household management, estate management, special event planning for business purposes, wealth management, wealth transfer planning, the planning and administration of trusts and estates, luxury travel, luxury lifestyle, special event planning other than for business purposes, and concierge services, namely, information about making requested personal arrangements and reservations and customer-specific information to meet individual needs regarding professional staffing and professional staffing services, selection and purchasing of wines, travel arrangements and travel agency services, and entertainment events; Class 035: Providing a website featuring business information in the fields of family governance of business and other family assets, family offices, business succession, household management, estate management, special event planning for business purposes, and concierge services, namely, information about making requested personal arrangements and reservations and customer-specific information to meet individual needs regarding professional staffing and professional staffing services; Class 036: Providing a website featuring financial information in the fields of wealth management, wealth succession, family wealth education, stewardship of family wealth, wealth transfer planning, and the planning and administration of trusts and estates; Class 039: Providing a website featuring travel information in the fields of luxury travel and concierge services, namely, information about travel arrangements and travel agency services, making requested personal arrangements and reservations, and travel for the purpose of the selection and purchasing of wines; Class 041: Providing a website featuring entertainment information in the fields of luxury travel and lifestyle, special event planning for entertainment purposes, and concierge services, namely, information about making requested personal arrangements and reservations and customer-specific information to meet individual needs regarding entertainment events; Providing online workshops, podcasts, online non-downloadable videos, and online publications in the nature of articles, all in the fields of family governance of businesses and other family assets, family offices, family wealth education, business succession, wealth succession, stewardship of family wealth, household management, estate management, special event planning for business purposes, wealth management, wealth transfer planning, the planning and administration of trusts and estates, luxury travel, luxury lifestyle, special event planning other than for business purposes, and concierge services, namely, information about making requested personal arrangements and reservations and customer-specific information to meet individual needs regarding professional staffing and professional staffing services, entertainment events
WEALTHCAPITAL
WEALTHCAPITAL
Trademark
Word
REGISTERED
Owner:
Serial:77041680
Filed:Nov 10, 2006
Classes:9
Registration:3367755
Registered:Jan 15, 2008
Goods & Services
Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry; Computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface | Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research
WEALTHCAREGDX
WEALTHCAREGDX
Service Mark
Word
REGISTERED
Owner:
Serial:87575235
Filed:Aug 18, 2017
Classes:36
Registration:5450244
Registered:Apr 17, 2018
Goods & Services
Financial and investment planning, financial and investment analysis, and financial and investment advising services
WEALTHCASTER
WEALTHCASTER
Trademark
Word
REGISTERED
Owner:
Serial:85265249
Filed:Mar 11, 2011
Classes:9
Registration:4073332
Registered:Dec 20, 2011
Goods & Services
Software for financial analysis, for use in the field of investment risk and analysis of such risk
WEALTHCENTRA
WEALTHCENTRA
Service Mark
Word
PENDING
Owner:
Serial:99474642
Filed:Nov 1, 2025
Classes:36
Goods & Services
Class 036: Financial planning and investment advisory services; Financial advisory services; Investment management
WEALTHCHARTS
WEALTHCHARTS
Service Mark
Word
PENDING
Owner:
Serial:99173191
Filed:May 7, 2025
Classes:36, 41, 42
Goods & Services
Providing on-line newsletters in the field of finance and investing; Training services in the field of investing; Education services, namely, providing in person, on-line and video classes, seminars, conferences in the fields of investing; Providing information in the field of finance; Providing information regarding financial investment strategies for unusual activities in investment markets; Providing on-line news in the field of finance; Providing financial information via a web site; Providing a website featuring technology that enables users to conduct on-line research and obtain information about investments
WEALTHCHARTS
WEALTHCHARTS
Service Mark
Word
Supplemental
REGISTERED
Owner:
Serial:88918591
Filed:May 15, 2020
Classes:42
Registration:6578172
Registered:Nov 30, 2021
Goods & Services
Providing information in the field of finance and investments in the nature of providing algorithms to investors that identify unusual activities in investment markets; providing on-line news in the field of finance and investments; providing links to websites allowing investors to make their own self-directed trades online | Providing an on-line newsletter in the field of finance and investing; educational services, namely, in person, on-line and video classes, seminars, conferences in the field of investing; training services in the field of investing | Providing a website featuring technology that enables investors to conduct on-line research and obtain information about investments
WEALTHCHOICE
WEALTHCHOICE
Service Mark
Word
PENDING
Owner:
Serial:99479226
Filed:Nov 4, 2025
Classes:35, 36, 41
Goods & Services
Class 035: Tax and taxation planning, advice, information and consultancy services; Class 036: Financial planning; Financial planning for retirement; Class 041: Career coaching services
WEALTHCOMING
WEALTHCOMING
Trademark
Word
REGISTERED
Owner:
Serial:97066804
Filed:Oct 9, 2021
Classes:6
Registration:6893621
Registered:Nov 8, 2022
Goods & Services
Busts of non-precious metal; Copper alloys; Fittings of metal for furniture; Furniture casters of metal; Furniture fittings of metal; Sculptures made of non-precious metal; Sculptures of metal; Statues of non-precious metal; Statues of non-precious metal of Buddha; Statues of non-precious metal of Jesus; Statues of non-precious metal of the Virgin Mary; Statuettes of common metal; Statuettes of non-precious metal; Tombac; Works of art of non-precious metal; Wrought iron decorative artwork
WEALTHCRAFT
WEALTHCRAFT
Service Mark
Word
ITU
PENDING
Owner:
Serial:97652136
Filed:Oct 28, 2022
Classes:41
Goods & Services
Arranging of in-person contests featuring contestants managing financial assets; Arranging of in-person contests featuring contestants managing consumable goods markets; Arranging of in-person contests featuring contestants managing financial markets; Arranging of in-person contests featuring contestants fielding trivia questions in the field of financial education; Entertainment in the nature of interactive in-person competitions in the field of financial education; Entertainment in the nature of interactive in-person competitions in the field of financial markets; Conducting live entertainment in the nature of games featuring trivia questions and answers in the field of financial assets; Conducting live entertainment in the nature of games featuring trivia questions and answers in the field of financial markets; Conducting live entertainment in the nature of games featuring trivia questions and answers in the field of financial education; Conducting live entertainment in the nature of games featuring trivia questions and answers in the field of consumable goods markets; Organisation of in-person games
WEALTHCRAFT
WEALTHCRAFT
Service Mark
Word
REGISTERED
Owner:
Serial:78271949
Filed:Jul 9, 2003
Classes:36
Registration:3006448
Registered:Oct 11, 2005
Goods & Services
Financial services, namely, financial management, financial planning, including financial life planning, financial analysis, forecasting and consultation, financial savings and investment consulting, funds and mutual funds investment services and consultation, investment advice; investment brokerage services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities; investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them; financial planning to pay taxes; insurance consultation; insurance brokerage services in the fields of life, accident and health, including 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, including annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation, including executive benefits and group benefits; pension option analysis services; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; consultant services in the field of personal financial planning, and investments, insurance programs, and retirement plans; philanthropic services concerning monetary donations; providing student loan information and college planning consulting, namely recommending investments for college savings purposes