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  5. WEALTH TECHNOLOGIES INC.

WEALTH TECHNOLOGIES INC.

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Company Details

Name: WEALTH TECHNOLOGIES INC.
Jurisdiction: New York
Legal type: FOREIGN BUSINESS CORPORATION
Status: Active
Date of registration: 16 Mar 2016 (9 years ago)
Entity Number: 4913519
ZIP code: 10005
County: New York
Place of Formation: Delaware
Address: 28 LIBERTY STREET, New York, NY, United States, 10005
Principal Address: 30 West 21st Street, 9th Floor, New York, NY, United States, 10010

Agent

Name Role Address
C T CORPORATION SYSTEM Agent 28 LIBERTY STREET, NEW YORK, NY, 10005

DOS Process Agent

Name Role Address
WEALTH TECHNOLOGIES INC. DOS Process Agent 28 LIBERTY STREET, New York, NY, United States, 10005

Chief Executive Officer

Name Role Address
DIWAKAR CHOUBEY Chief Executive Officer 30 WEST 21ST STREET, 9TH FLOOR, NEW YORK, NY, United States, 10010

History

Start date End date Type Value
2024-03-18 2024-03-18 Address 521 FIFTH AVE, 37TH FLOOR, NEW YORK, NY, 10175, USA (Type of address: Chief Executive Officer)
2024-03-18 2024-03-18 Address 30 WEST 21ST STREET, 9TH FLOOR, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2023-06-16 2024-03-18 Address 30 WEST 21ST STREET, 9TH FLOOR, NEW YORK, NY, 10010, USA (Type of address: Chief Executive Officer)
2023-06-16 2023-06-16 Address 521 FIFTH AVE, 37TH FLOOR, NEW YORK, NY, 10175, USA (Type of address: Chief Executive Officer)
2023-06-16 2024-03-18 Address 28 LIBERTY STREET, NEW YORK, NY, 10005, USA (Type of address: Registered Agent)

Filings

Filing Number Date Filed Type Effective Date
240318003359 2024-03-18 BIENNIAL STATEMENT 2024-03-18
230616000386 2023-06-16 BIENNIAL STATEMENT 2022-03-01
210602000801 2021-06-02 CERTIFICATE OF CHANGE 2021-06-02
200515060020 2020-05-15 BIENNIAL STATEMENT 2020-03-01
180423006092 2018-04-23 BIENNIAL STATEMENT 2018-03-01

Trademarks Section

Serial Number:
87924368
Mark:
FINANCIAL GOAL POSITIONING SYSTEM
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2018-05-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FINANCIAL GOAL POSITIONING SYSTEM
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Computer software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer soft...
International Classes:
009 - Primary Class
Class Status:
Active
For:
Financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investm...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Software as a service (SaaS) services featuring cloud based software for financial goal positioning system delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud b...
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
87924322
Mark:
WEALTH TECHNOLOGIES
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2018-05-16
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTH TECHNOLOGIES
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Computer software for delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Computer software for simulations and analysis of algorithmic financial planning strategies; Computer software for maintenance of personal a...
International Classes:
009 - Primary Class
Class Status:
Active
For:
Automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; estate trust planning using algorithmic financial planning strategies; customized financial services, namely, customized investment management, investment brokerage, money l...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Software as a service (SaaS) services featuring cloud based software for delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies; Software as a service (SaaS) services featuring cloud based software for simulations and...
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
87890041
Mark:
BREAKEVEN WEALTH
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2018-04-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
BREAKEVEN WEALTH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
A benchmark metric output of computer system for delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies, estimated as a threshold wealth level sufficient to achieve financial goals of certain priority
International Classes:
009 - Primary Class
Class Status:
Active
For:
A benchmark metric used for automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies, estimated as a threshold wealth level sufficient to achieve financial goals of certain priority
International Classes:
036 - Primary Class
Class Status:
Active
For:
A benchmark metric output of Software as a Service (SaaS) services featuring cloud based software for delivering automated step-by-step personal and household financial planning and guidance using algorithmic financial planning strategies, estimated as a threshold wealth level sufficient to achieve...
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
87704341
Mark:
FPS: A GPS FOR YOUR FINANCES
Status:
ABANDONED - EXPRESS
Mark Type:
TRADEMARK, SERVICE MARK
Application Filing Date:
2017-12-01
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
FPS: A GPS FOR YOUR FINANCES
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Computer software for development of algorithmic financial planning strategies; computer software for simulations and analysis of algorithmic financial planning strategies; computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; computer...
International Classes:
009 - Primary Class
Class Status:
Active
For:
Personal and household financial planning and advice using algorithmic financial planning strategies; trusts and estates planning using algorithmic financial planning strategies; customized financial services integrated with algorithmic financial planning strategies; customized investment advice int...
International Classes:
036 - Primary Class
Class Status:
Active
For:
Providing online access to cloud based software-as-a-service for development and maintenance of algorithmic financial planning strategies; for simulations and analysis of algorithmic financial planning strategies; for maintenance of personal and household financial profiles used in algorithmic finan...
International Classes:
042 - Primary Class
Class Status:
Active
Serial Number:
87428216
Mark:
WEALTHTECH
Status:
CANCELLED - SECTION 8
Mark Type:
SERVICE MARK
Application Filing Date:
2017-04-27
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
WEALTHTECH
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Investment advice;...
First Use:
2017-06-10
International Classes:
036 - Primary Class
Class Status:
Sec. 8 – Entire Registration

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DIWAKAR CHOUBEY

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Related by address

28 LIBERTY STREET, New York, NY, United States, 10005

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Date of last update: 25 Mar 2025

Sources: New York Secretary of State

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