WEALTHSTREAM Trademark

Serial Number: 99466930

WEALTHSTREAM is a trademark filed by Wealthstream, Inc. on October 28, 2025. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Wealthstream, Inc.

60 Broadway
Brooklyn, NY 11249-8649

Entity Type: 03

Legal Representation

Attorney of Record

David M. Perry

3,894 trademarks filed View all →

Correspondence Address

David M. Perry Blank Rome LLP

One Logan Square

8th Floor

Philadelphia, PA 19103

United States

Trademark Details

Filing Date

October 28, 2025

Registration Date

Not Registered

Published for Opposition

April 7, 2026

Goods & Services

Software as a service (SAAS) services featuring software for financial planning, investment management, and financial analysis; Platform as a service (PAAS) featuring computer software platforms for financial advisors to manage client relationships and generate financial intelligence

Financial asset management; Financial planning and investment advisory services; Financial advisory services; Investment fund management services; Financial portfolio management; Financial consultancy services; Financial wealth management services