VESTWELL

1 total filings · 0 classes · Active since Oct 2017

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VESTWELL holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 35 (Advertising & Business) with 1 filings. The WikiTrademarks Expansion Score is 4/100, low — the brand is focused on defending its existing categories rather than expanding.

USPTO data refreshed August 14, 2026

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How is VESTWELL filing trademarks, and where is the portfolio expanding?

Filing Velocity (24 Months)

Sep 2024 Aug 2026

Activity Timeline

No activity recorded yet.

Ownership & Assignment History

3 records
Date From To
Feb 3, 2026
SILVER LAKE WATERMAN FUND III, L.P.
SILVER LAKE WATERMAN FUND II, L.P.
VESTWELL HOLDINGS INC.
NEW YORK, NEW YORK
VESTWELL ADVISORS, LLC
NEW YORK, NEW YORK
VESTWELL LLC
NEW YORK, NEW YORK
VESTWELL ADMINISTRATIVE SERVICES, LLC
NEW YORK, NEW YORK
VESTWELL STATE SAVINGS, LLC
NEW YORK, NEW YORK
Feb 3, 2026
JPMORGAN CHASE BANK, N.A.
VESTWELL HOLDINGS INC.
NEW YORK, NEW YORK
Jan 30, 2026
VESTWELL HOLDINGS INC.
BLUE OWL CREDIT INCOME CORP., AS ADMINIS...
NEW YORK, NEW YORK

Recent Filings

Serial No. Mark Filing Date Status Classes Owner
87666086 VESTWELL Oct 31, 2017 Pending 035 Advertising & Business 036 Insurance & Finance 042 Science & Technology Vestwell Holdings, Inc.
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FAQ: VESTWELL trademark portfolio

What trademarks does VESTWELL hold?

VESTWELL holds 1 USPTO trademark filings across 0 NICE classes. The largest concentration is in Class 35 (Advertising & Business), Class 36 (Insurance & Finance), Class 42 (Science & Technology). The most recent filings are registered to Vestwell Holdings, Inc..

How many trademarks does VESTWELL have at the USPTO?

WikiTrademarks tracks 1 USPTO trademark filings attributed to VESTWELL. The brand has been actively filing since October 2017. The count updates daily as new filings are indexed from the USPTO bulk data feed.

In which NICE classes does VESTWELL file most often?

VESTWELL's most active class is NICE Class 35 (Advertising & Business), with 1 filings. The full distribution across all 0 classes is shown in the Nice Class Distribution panel on this page.

Who owns the VESTWELL trademark?

The most recent filings under the VESTWELL mark are registered to Vestwell Holdings, Inc.. Trademark ownership can shift through assignments — see the Ownership & Assignment History section on this page for the full chain of title.

Is VESTWELL expanding into new categories?

The current WikiTrademarks Expansion Score for VESTWELL is 4 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 VESTWELL trademark filings?

Click the Watch Brand button at the top of this page to add VESTWELL 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.

More on this portfolio: Compare VESTWELL to another owner · Browse all NICE classes · Most valuable brands

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