Trade Mark Journal No.2026/035 28 August 2026
UK00004431499 17 August 2026 (9,36,42)
WealthOptic
- Class 9
- Downloadable computer software for financial planning, financial modelling, cash-flow modelling, wealth management, investment planning and retirement planning; downloadable computer software for financial forecasting, financial analysis, scenario analysis and financial projections; downloadable computer software for modelling income, expenditure, assets, liabilities, investments and other financial information over time.
- Class 36
- Financial analysis; financial forecasting; financial planning; provision of financial information; providing financial information via online financial calculators; providing financial information relating to financial planning, wealth management, investment planning and retirement planning; financial analysis and financial projections for financial planning purposes; providing financial information and financial modelling tools for financial planning, wealth management and retirement planning.
- Class 42
- Providing online, non-downloadable computer software for financial planning, financial modelling, cash-flow modelling, wealth management, investment planning and retirement planning; providing online, non-downloadable computer software for financial forecasting, financial analysis, scenario analysis and financial projections; providing online, non-downloadable computer software for modelling income, expenditure, assets, liabilities, investments and other financial information over time; software as a service (SaaS) services featuring software for financial planning, financial modelling, cash-flow modelling, wealth management and retirement planning; customisation of computer software; consultancy relating to computer software for financial planning, wealth management and retirement planning.
WealthOptic Ltd