ENVESTNET YODLEE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Oct 2025)
What this means for you
Registered since 02 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87977323
- Registration number
- 5795779
- Mark type
- Design + words
- Filed
- 09 Sept 2016
- Published for opposition
- 08 Aug 2017
- Registered
- 02 Jul 2019
- Attorney of record
- Melissa S. Dillenbeck
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize personal and corporate banking, financial, investment and general financial information; Online monitoring and tracking services for financial and e-commerce transactions relating to status of securities and other financial instruments; Financial services, namely, collecting and analyzing financial affairs records and summaries in the nature of bank accounts, investments accounts, bill payments, mortgages, retirement accounts, retirement programs, credit card accounts, insurance policies and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairs, bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personal, household and business applications; Providing online electronic funds transfer, debit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfers, bill payments and electronic payment data; electronic payment services, namely, electronic processing and subsequent transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit card transactions
- Class 042 — Scientific and technological services: Computer services, namely, creating an online virtual environment for the creation, development, distribution and control of computer software in the field of financial management and online payments; Developing and hosting a server on a computer network for the purpose of facilitating e-commerce via such a server featuring computer software applications; Customer technical support services, namely, custom integration support of computer software into multiple systems and networks provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Technical support services, namely, installation, administration, and troubleshooting of computer systems, networks and software all of which are provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services; Customer technical support services, namely, consulting and customization services for custom integration and customization of computer applications provided in connection with online banking, online financial transaction services and online automated and on-demand banking, financial, investment and personal records and information aggregation services
Owner
- Envestnet, Inc., Chicago, IL, US
- Envestnet, Inc., Chicago, IL, US
- Envestnet, Inc., Chicago, IL, US
Prior registrations
Prosecution history
- 21 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 21 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 18 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
- 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 02 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 05 May 2020 — AMENDMENT UNDER SECTION 7 - PROCESSED
- 30 Apr 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Apr 2020 — TEAS SECTION 7 REQUEST RECEIVED
- 03 Jul 2019 — EXPARTE APPEAL TERMINATED
- 02 Jul 2019 — REGISTERED-PRINCIPAL REGISTER
- 29 May 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 28 May 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 15 May 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED