ENVESTNET
Filed: October 25, 1999
investment management and consulting services delivered electronically via the internet; namely, financial advice and investment…
Owned by: ENVESTNET, INC.
Serial Number: 75830941
PERFECTING THE PORTFOLIO
investment management and investing consulting services
Owned by: Envestnet Asset Management, Inc.
Serial Number: 77253958
M3 INTEGRATED SOLUTIONS
Financial planning and investment advisory services
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 77908132
UMA MARKETPLACE
Filed: January 21, 2010
FINANCIAL SERVICES, NAMELY, COORDINATION OF AN INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT…
Owned by: ENVESTNET, INC.
Serial Number: 77916685
ENVESTNET ADVISOR SUITE
Filed: July 7, 2010
Providing a web-based service featuring investment products and practice management tools for financial personnel
Owned by: ENVESTNET, INC.
Serial Number: 85079244
ENVESTNET | PMC
Filed: August 11, 2010
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: ENVESTNET, INC.
Serial Number: 85104803
THE NEW STANDARD FOR ADVICE
Investment management and investment consulting services delivered electronically via the internet
Owned by: ENVESTNET ASSET MANAGEMENT, INC.
Serial Number: 85145912
ENVESTNET VANTAGE
Filed: November 23, 2010
On-line financial services, namely, providing financial information in the field of financial account data and aggregated…
Owned by: ENVESTNET, INC.
Serial Number: 85183828
ENVESTNET
Filed: February 3, 2012
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment…
Owned by: ENVESTNET, INC.
Serial Number: 85533169
EMPOWER YOUR PRACTICE
Filed: August 7, 2012
Investment management and investment consulting services
Owned by: ENVESTNET, INC.
Serial Number: 85696796
FL FINANCE LOGIX
Filed: August 17, 2012
Computer software for financial planning, namely, retirement planning, estate planning, education planning, and insurance…
Owned by: ENVESTNET, INC.
Serial Number: 85706879
FINACONNECT
Filed: April 17, 2013
Computer software for web-enabled retirement platforms used in the financial industry and related coding technology and…
Owned by: ENVESTNET, INC.
Serial Number: 85907355
PMC QUANTITATIVE PORTFOLIOS
Filed: May 1, 2013
Investment management and investment consulting services
Owned by: ENVESTNET, INC.
Serial Number: 85919823
ADVISOR NOW
Filed: May 5, 2015
Providing a website featuring on-line non-downloadable software that provides financial information in the nature of business…
Owned by: ENVESTNET, INC.
Serial Number: 86619904
ESSENTIAL ADVISOR
Filed: February 24, 2016
[ Printed matter, namely, printed periodicals, white papers, and books in the field of financial advice and investment management…
Owned by: ENVESTNET, INC.
Serial Number: 86917921
ENVESTNET YODLEE FINCHECK
Filed: September 22, 2017
Computer software for aggregation of banking, financial, investment and personal records and information; computer software…
Owned by: ENVESTNET, INC.
Serial Number: 87619701
ENVESTNET | YODLEE AI FINCHECK
Filed: October 22, 2018
Computer software for aggregation of banking, financial, investment and personal records and information; computer software…
Owned by: ENVESTNET, INC.
Serial Number: 88163834
