RETURN ON ADVICE
Filed: February 26, 2016
Financial support services for investment advisors, namely, consulting on financial planning, asset class selection and…
Owned by: Envestnet, Inc.
Serial Number: 86920772
ERS SCORE
Financial investment advisory services, namely, evaluation and analysis of factors for investment selection
Owned by: Envestnet, Inc.
Serial Number: 87159562
ENVESTNET YODLEE
Computer software for aggregation of banking, financial, investment and personal records and information; computer software…
Owned by: Envestnet, Inc.
Serial Number: 87166517
QUILTS
Filed: September 29, 2016
Financial services, namely, financial administration of a customized managed accounts program for investors; Financial services…
Owned by: Envestnet, Inc.
Serial Number: 87187730
ENVESTNET QUILTS
Filed: September 29, 2016
Financial services, namely, financial administration of a customized managed accounts program for investors; financial services…
Owned by: Envestnet, Inc.
Serial Number: 87187738
ENVESTNET FIDUCIARY ADVANTAGE
Filed: October 19, 2016
Financial investment advisory services, namely, evaluation and analysis of factors for investment selection
Owned by: Envestnet, Inc.
Serial Number: 87208172
ZENVESTR
Filed: June 14, 2017
Computer application software for mobile phones and handheld devices, namely, software for providing advisory services and…
Owned by: Envestnet, Inc.
Serial Number: 87489283
ZENVESTR
Investment advisory services
Owned by: Envestnet, Inc.
Serial Number: 87489294
ACTIVEPASSIVE
Filed: June 16, 2017
Investment advisory services
Owned by: Envestnet, Inc.
Serial Number: 87492263
ERS FINANCIAL.FIT
Filed: August 31, 2017
Software application for personal budgeting and financial goal management
Owned by: Envestnet, Inc.
Serial Number: 87591386
ONE WEALTH
Financial management and investment advisory services
Owned by: Envestnet, Inc.
Serial Number: 87591394
FIDUCIARY ADVANTAGE
Filed: September 18, 2017
Financial investment advisory services, namely, evaluation and analysis of factors for investment selection
Owned by: Envestnet, Inc.
Serial Number: 87611754
ERS MANAGED QDIA
Filed: September 18, 2017
Financial services, namely, financial administration of a customized managed accounts program for investors; financial services…
Owned by: Envestnet, Inc.
Serial Number: 87611755
PRACTICE ADVANTAGE
Filed: September 18, 2017
36: Providing a web-based service featuring investment management and reporting tools for retirement investments
Owned by: Envestnet, Inc.
Serial Number: 87611757
PARTICIPANT ADVANTAGE
Filed: September 20, 2017
Providing a web-based service featuring investment management and reporting tools for retirement investments
Owned by: Envestnet, Inc.
Serial Number: 87615619
COMPLIANCE ADVANTAGE
Filed: September 21, 2017
Financial investment advisory services, namely, evaluation and analysis of fee disclosure reporting requirements and retirement…
Owned by: Envestnet, Inc.
Serial Number: 87617251
ENVESTNET ENVISION
Financial services, namely, providing data aggregation and account reporting services for others
Owned by: Envestnet, Inc.
Serial Number: 87725950
ENVESTNET, THE OPERATING SYSTEM FOR WEALTH MANAGEMENT
Filed: December 19, 2017
Investment management and consulting services delivered electronically via the internet; namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 87725956
ENVESTNET, THE OPERATING SYSTEM FOR FINANCIAL WELLNESS
Filed: December 19, 2017
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 87725962
ENV ONEWEALTH
Software as a service (SAAS) services featuring software for financial management and investment advisory services
Owned by: Envestnet, Inc.
Serial Number: 87778420
ENVESTNET ADVISOR SUMMIT
Filed: January 31, 2018
Educational services, namely, providing seminars relating to the financial services industry
Owned by: Envestnet, Inc.
Serial Number: 87778521
ENVISION IQ
Downloadable mobile application for use in the field of financial services data analysis and data analytics
Owned by: Envestnet, Inc.
Serial Number: 87867062
ENVESTNET YODLEE
Filed: September 9, 2016
Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize…
Owned by: Envestnet, Inc.
Serial Number: 87977323
FINANCIAL WELLNESS SCORE
Filed: July 24, 2019
Investment management and consulting services derived from proprietary methodology provided via the internet, namely, financial…
Owned by: Envestnet, Inc.
Serial Number: 88534642
ENVESTNET MONEYGUIDE
Filed: December 12, 2019
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 88725040
ENVESTNET PMC
Filed: April 7, 2020
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 88862103
QRG QUANTITATIVE PORTFOLIOS
Filed: April 13, 2020
Investment management and investment consulting services
Owned by: Envestnet, Inc.
Serial Number: 88869291
ENVESTNET MONEYGUIDE
Filed: April 15, 2020
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 88872663
ENVESTNET TAMARAC
Filed: May 19, 2020
Financial services, namely, providing an online automated financial records aggregation service to aggregate and summarize…
Owned by: Envestnet, Inc.
Serial Number: 88923493
ENVESTNET CONNECT
Filed: September 4, 2020
Application service provider featuring software integrating financial values, financial goals, and contact information to…
Owned by: Envestnet, Inc.
Serial Number: 90160312
FINANCIAL WELLNESS AS A SERVICE
Filed: October 2, 2020
Financial services, namely, providing online financial advice services and investment management services for investors,…
Owned by: Envestnet, Inc.
Serial Number: 90232548
INTELLIGENT FINANCIAL LIFE
Filed: April 16, 2021
Promoting the goods and services of others via a global computer network by connecting clients to relevant and recommended…
Owned by: Envestnet, Inc.
Serial Number: 90650383
PLAN PULSE
Filed: May 12, 2021
Investment management and consulting service analysis delivered electronically, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 90705504
FULLY VESTED
Filed: September 29, 2021
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 97051043
FULLY VESTED
Filed: October 13, 2021
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: Envestnet, Inc.
Serial Number: 97071832
