EXCELWISE holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance) with 1 filings. The WikiTrademarks Expansion Score is 1/100, low — the brand is focused on defending its existing categories rather than expanding.
USPTO data refreshed June 15, 2026
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Filing Velocity (24 Months)
Nice Class Distribution
Activity Timeline
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Recent Filings
| Serial No. | Mark | Filing Date | Status | Classes | Owner |
|---|---|---|---|---|---|
| 98558604 | EXCELWISE | May 20, 2024 | Registered | 036 Insurance & Finance | Creative Planning, LLC |
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FAQ: EXCELWISE trademark portfolio
What trademarks does EXCELWISE hold?
EXCELWISE holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 36 (Insurance & Finance). The most recent filings are registered to Creative Planning, LLC.
How many trademarks does EXCELWISE have at the USPTO?
WikiTrademarks tracks 1 USPTO trademark filings attributed to EXCELWISE. The brand has been actively filing since May 2024. The count updates daily as new filings are indexed from the USPTO bulk data feed.
In which NICE classes does EXCELWISE file most often?
EXCELWISE's most active class is NICE Class 36 (Insurance & Finance), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.
Who owns the EXCELWISE trademark?
The most recent filings under the EXCELWISE mark are registered to Creative Planning, LLC. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.
Is EXCELWISE expanding into new categories?
The current WikiTrademarks Expansion Score for EXCELWISE is 1 out of 100, which is low — the brand is focused on defending its existing categories rather than expanding. The score combines NICE class breadth, filing velocity, and the rate of cross-class movement from the brand's filing history.
How can I track new EXCELWISE trademark filings?
Click the Watch Brand button at the top of this page to add EXCELWISE to your Watchlist. New filings show up on your WikiTrademarks dashboard within 24 to 48 hours of being public, alongside any class expansions, status changes, or assignment events.
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