Serial Number
98657745
Owner
InvestCloud, Inc.Attorney
Molly B. MarkleyFirst Use Date
Oct 1, 2024
Filing Date
Jul 19, 2024
WEALTH CONNECTED Trademark
Serial Number: 98657745 • Registration: 8245164
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Molly B. Markley Young, Basile, Hanlon & MacFarlane P.C.
3001 West Big Beaver Road
Suite 624
Troy, MI 48084
United States
Trademark Details
Filing Date
July 19, 2024
Registration Date
May 5, 2026
First Use Anywhere
October 1, 2024
First Use in Commerce
October 1, 2024
Published for Opposition
February 4, 2025
Goods & Services
Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software for storing, organizing and sharing documents; Software as a service (SAAS) services featuring software for enabling users to provide financial planning and investment advisory information; Software as a service (SAAS) services featuring software for use in financial investment and securities portfolio administration and accounting; Software as a service (SAAS) services featuring software for use in financial planning; Software as a service (SAAS) services featuring software for communication, research, planning, reporting, analysis, trading and accounting in the field of wealth and asset management; Software as a service (SAAS) services featuring software for data aggregation, data warehousing, and data management in the field of asset and wealth management; Software as a service (SAAS) services featuring software for use in management and storage of financial information; Software as a service (SAAS) services featuring software for tracking and managing personal finances; Computer software consultation