WEALTH ARCHITECT Trademark

Serial Number: 99727652

WEALTH ARCHITECT is a trademark filed by Wealth Architect Inc. on March 26, 2026. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

42

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Wealth Architect Inc. (2 trademarks)

1111B S Governors Ave
Dover, DE 19904

Entity Type: 03

Legal Representation

Attorney of Record

Rajesh Fotedar

136 trademarks filed View all →

Correspondence Address

Rajesh Fotedar Cognition IP

50 California St

Suite 1500

San Francisco, CA 94111

United States

Trademark Details

Filing Date

March 26, 2026

Registration Date

Not Registered

First Use Anywhere

February 2, 2026

First Use in Commerce

February 2, 2026

Goods & Services

Financial planning; Financial advisory services

Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts

Filing History

APPLICATION FILING RECEIPT MAILED

Mar 26, 2026 MAFR

NEW APPLICATION ENTERED

Mar 26, 2026 NWAP

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