WEALTHCOPILOT

Trademark usage description

financial services, namely, providing online financial planning tools and resources for investors, including tools for personal financial planning, re Read More

Classification Information

Class [036]
Financial services, namely, providing online financial planning tools and resources for investors, including tools for personal financial planning, retirement planning, budgeting, and investment strategy simulation; financial management services; financial analysis and research services; provision of financial information; financial consultancy and advisory services; financial risk management services; and financial portfolio management services.

Classification kind code

Class [041]
Educational services, namely, providing online educational modules and interactive learning resources in the field of personal finance and investment management; conducting online courses, webinars, and workshops focused on financial planning, budgeting, and investing; publication of educational content such as articles, blogs, videos, and tutorials in the field of financial literacy; organizing and conducting online forums and community events to promote knowledge sharing and collaboration among users.

Classification kind code

Class [042]
Software as a service (SaaS) featuring software for use in the field of financial services for financial planning, retirement planning, budgeting, and investment strategy simulation; platform as a service (PaaS) featuring computer software platforms for use in financial management and investment planning; design and development of software for financial analysis, financial portfolio management, and financial risk assessment; data security services, namely, providing advanced encryption and secure data management to protect personal and financial information; continuous development and provision of technological updates and new features for financial management applications based on user feedback and market trends.

Classification kind code

Mark Details

Serial Number

2328333

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 6^th Jun 2024	Pre-Assessment Letter Sent
Submitted for opposition 30 on 21^st May 2024	Filed
Submitted for opposition 1 on 21^st May 2024	Created
Submitted for opposition 31 on 21^st May 2024	Formalized