U.S., Jan. 14 -- An application to own the trademark for 'WEALTH OS' has been filed on Dec. 23, 2022.
Owner(s):
WEALTHOS LIMITED; 16 Newbery Close, , UNITED KINGDOM
Goods and/or Services:
For: Platform as a service (PAAS) featuring computer software platforms for Tax wrapper administration, regulatory recordkeeping, portfolio management, client communications, account management, payments, data aggregation, data management, fee computation, billing, financial illustrations, financial projections relating to financial management and administration; Platform as a service (PAAS) featuring computer software platforms for general ledger management, trade aggregation, portfolio rebalancing, contribution management, withdrawal management, hold...