Drawing for VAULTARA

USPTO serial 99747789

VAULTARA

Status 681
Filing date
Apr 6, 2026
Status date
Aug 28, 2026
Registration date
Examiner
GLASSER, CARYN

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What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

Owner

  • Brainzer, Inc.

    Chantilly, VA, US

Goods and services

ClassDescriptionStatusFirst use
042Software as a service (SAAS) services featuring software for wealth management, namely, for use in financial portfolio tracking, asset and liability management, net worth calculation, financial reporting, document storage, scenario planning, cash flow tracking, cost basis tracking, portfolio monitoring, household group consolidation, valuation history tracking, financial goal setting and monitoring, multi-entity ownership tracking, beneficiary tracking, bulk data import, alert notifications in the field of personal and family finance; Software as a service (SAAS) services, namely, hosting software for use by others for importing financial data from brokerage statements, loan amortization tracking, capital gain and loss tracking, multi-user collaboration and role-based access control, debt tracking, financial statement import, multi-entity family office portfolio management, wealth management reporting, collaborator access management, net worth statement generation, valuation tracking, PDF report generation, audit trail tracking, and financial goal monitoring in the field of personal and family financeACTIVE

Prosecution history

DateCodeEvent
Aug 18, 2026CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER
Aug 17, 2026TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Aug 17, 2026CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 17, 2026TROATEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 16, 2026GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 16, 2026GNRTNON-FINAL ACTION E-MAILED
Aug 16, 2026CNRTNON-FINAL ACTION WRITTEN
Aug 16, 2026DOCKASSIGNED TO EXAMINER
Jul 30, 2026NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 6, 2026MAFRAPPLICATION FILING RECEIPT MAILED
Apr 6, 2026NWAPNEW APPLICATION ENTERED

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