PMC
investment management and investing consulting services
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 77253950
PERFECTING YOUR PORTFOLIO
investment management and investing consulting services
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 77253956
PMC
Investment management and investing consulting services not including insurance agency services
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 77434691
ENTERPRISE LOGIC
investment management and investing consulting services
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 77480273
DYNAMIC PORTFOLIO
Financial investment services, namely, investment advisory and investment portfolio management services
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 77914480
REDI2
Filed: July 14, 2004
Computer software for use in billing, invoicing, revenue accounting and reporting that is designed to calculate fees, generate…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 78450708
ENVESTNET ADVISOR SOLUTIONS PORTAL
Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85024064
ENVESTNET ADVISOR SOLUTIONS PLATFORM
Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85024069
ADVISOR SOLUTIONS PORTAL
Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85024083
ADVISOR SOLUTIONS PLATFORM
Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85024095
A NEW STANDARD FOR ADVICE
Investment management and investment consulting services delivered electronically via the internet
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85145915
ENVESTNET VISTA
On-line financial services, namely, providing financial information in the field of financial account data and aggregated…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85183833
BILLFIN
Filed: October 23, 2014
Computer software in the field of financial services, namely, for use in the management of advisory billing, invoicing,…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 86432589
BILLFIN
Filed: October 23, 2014
Providing temporary use of on-line non-downloadable software in the field of financial services, namely, for use in the…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 86432599
REDI2
Filed: June 29, 2017
Providing temporary use of on-line non-downloadable software in the field of financial services, namely, software for use…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 87510975
REDI2 REVENUE MANAGER
Filed: June 29, 2017
Providing temporary use of on-line non-downloadable software in the field of financial services, namely, for use in the…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 87510987
REDI2 WEALTH MANAGER
Filed: December 30, 2020
Providing temporary use of on-line non-downloadable software for use in the management of billing, invoicing, revenue accounting…
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 90430643
