WEALTH CONNECTED
LIVE

Serial Number

98657745

Owner

InvestCloud, Inc.

Attorney

Molly B. Markley

First Use Date

Oct 1, 2024

Filing Date

Jul 19, 2024

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WEALTH CONNECTED Trademark

Serial Number: 98657745 • Registration: 8245164

WEALTH CONNECTED is a trademark filed by InvestCloud, Inc. on July 19, 2024. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

InvestCloud, Inc. (2 trademarks)

700 N. San Vicente Blvd.
West Hollywood, CA 90069

Entity Type: 03

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 5, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
May 5, 2026 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Apr 14, 2026 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 14, 2026 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Feb 15, 2026 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 13, 2026 AITU
USE AMENDMENT FILED
Aug 8, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Aug 8, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 1, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 4, 2025 NPUB
PUBLISHED FOR OPPOSITION
Feb 4, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 29, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 14, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 14, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 14, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 14, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 14, 2025 CNEA
ASSIGNED TO EXAMINER
Jan 7, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 19, 2024 NWOS
NEW APPLICATION ENTERED
Jul 19, 2024 NWAP