WEALTH ARCHITECT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
99727652
Word Mark
WEALTH ARCHITECT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2026-03-26
Filing Date
2026-03-26
Mark Drawing
3 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of a stylized infinity symbol to the left of the stylized words "WEALTH ARCHITECT".
Goods and Services
Financial planning; Financial advisory services
Goods and Services
Software as a service (SAAS) services featuring software for providing financial information and analysis, and enabling users to input questions and receive responses regarding financial planning; Software as a service (SAAS) services featuring software for providing artificial-intelligence driven simulated conversations enabling users to input questions and receive responses regarding financial planning and trigger initiation of financial tasks and actions; Software as a service (SAAS) services featuring software for financial management, namely, software for aggregating financial account information, tracking spending, savings, investments, and debts
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2026-03-26
Primary Code
036
First Use Anywhere Date
2026-02-02
First Use In Commerce Date
2026-02-02
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2026-03-26
Primary Code
042
First Use Anywhere Date
2026-02-02
First Use In Commerce Date
2026-02-02
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Rajesh Fotedar Cognition IP
Address
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Trademark Events
| Event Date | Event Description |
| 2026-03-26 | NEW APPLICATION ENTERED |
| 2026-03-26 | APPLICATION FILING RECEIPT MAILED |
