| Serial Number | 87977323 |
| Word Mark | ENVESTNET YODLEE |
| Filing Date | Friday, September 9, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, October 21, 2025 |
| Registration Number | 5795779 |
| Registration Date | Tuesday, July 2, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 8, 2017 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Amendment to a Registration/Renewal Certificate | The drawing is amended to appear as follows: PUBLISH CUT |
| Goods and 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 |
| Description of Mark | The mark consists of three overlapping arrows to the left of the words "ENVESTNET" and "YODLEE". |
| Pseudo Mark | INVEST NET YODLEE |
| Goods and 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 14, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 19, 2015 |
| First Use In Commerce Date | Thursday, November 19, 2015 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 14, 2016 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, November 19, 2015 |
| First Use In Commerce Date | Thursday, November 19, 2015 |
| Party Name | Envestnet, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | Envestnet, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Event Date | Event Description |
| Tuesday, September 13, 2016 | NEW APPLICATION ENTERED |
| Wednesday, September 14, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 15, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, December 12, 2016 | ASSIGNED TO EXAMINER |
| Saturday, December 17, 2016 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Saturday, December 17, 2016 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| Saturday, December 17, 2016 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Saturday, December 17, 2016 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, May 31, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 31, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 2, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 23, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 19, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 8, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 8, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 3, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 3, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 3, 2018 | TEAS REQUEST TO DIVIDE RECEIVED |
| Monday, April 9, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 3, 2018 | DIVISIONAL REQUEST RECEIVED |
| Wednesday, April 11, 2018 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, April 3, 2018 | USE AMENDMENT FILED |
| Wednesday, April 11, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, April 12, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, May 3, 2018 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, May 3, 2018 | NON-FINAL ACTION E-MAILED |
| Thursday, May 3, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 17, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 17, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 18, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 14, 2018 | SU - FINAL REFUSAL - WRITTEN |
| Wednesday, November 14, 2018 | FINAL REFUSAL E-MAILED |
| Wednesday, November 14, 2018 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, May 7, 2019 | EXPARTE APPEAL RECEIVED AT TTAB |
| Tuesday, May 7, 2019 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Tuesday, May 7, 2019 | EX PARTE APPEAL-INSTITUTED |
| Tuesday, May 7, 2019 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, May 14, 2019 | ASSIGNED TO LIE |
| Wednesday, May 15, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 15, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 28, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, May 29, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 2, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, July 3, 2019 | EXPARTE APPEAL TERMINATED |
| Wednesday, April 1, 2020 | TEAS SECTION 7 REQUEST RECEIVED |
| Thursday, April 30, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 5, 2020 | AMENDMENT UNDER SECTION 7 - PROCESSED |
| Tuesday, July 2, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, December 4, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, June 18, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 20, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, October 20, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, October 21, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, October 21, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |