About 3 Trademarks found that are owned by Wealthcloud Llc

WEALTH CLOUD INTEGRATE COMMUNICATE ACCELERATE

Providing temporary use of cloud-based non-downloadable financial management software that features an administrative desktop with an enhanced CRM function, investment accounting repository and a financial reporting engine for use by the financial industry, namely, trust companies, single family offices, multi-family offices, registered independent financial advisors, banks, as well as law firms, in the management of investments, taxes, philanthropic activities and trusts

The mark consists of The compound word WealthCloud in black, displayed with an uppercase W at the beginning of Wealth and an uppercase C at the beginning of Cloud. All other letters in the compound word are lowercase. On top of the letters 'oud' in Cloud is a red cloud design with two arrows one pointing up and the other pointing down inside the cloud drawing, as the end of each of the outlines of the cloud. Below the wording WealthCloud, in a much smaller font size and different font, all capitalized, is the phrase AN INTEGRATED WEALTH PLATFORM in red. The phrase begins under the 'a' of Wealth.

Financial services-namely, investment consulting, portfolio management; Trust advisory, consultation, and money management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning, forecasting and reporting on performance and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized wealth management strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals all of the foregoing provided via various means, which may include but are not limited to, the Internet, global networks, cloud computing, electronic and social media, mobile telephone, hand held devices, and facsimile, to various organizations, which may include but are not limited to, corporations, registered independent financial agents, single family offices, multi-family offices, law firms and banks