WEALTH CONNECTED
Summary of public USPTO data
- Owner
- InvestCloud, Inc.
- Status
- Live/Registered
- Serial number
- 98657745
- Registration number
- 8245164
- Filing date
- 2024-07-19
- Registration date
- 2026-05-05
- International classes
- 42
Goods and services
Class 42
- 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