ENVESTNET YODLEE
LIVE

Serial Number

87977323

Owner

ENVESTNET, INC.

Attorney

Melissa S. Dillenbeck

First Use Date

Nov 19, 2015

Filing Date

Sep 9, 2016

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ENVESTNET YODLEE Trademark

Serial Number: 87977323 • Registration: 5795779

ENVESTNET YODLEE is a trademark filed by ENVESTNET, INC. on September 9, 2016. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

ENVESTNET, INC. (53 trademarks)

35 EAST WACKER DRIVE
CHICAGO, IL 60601

Entity Type: 03

Trademark Details

Filing Date

September 9, 2016

Registration Date

July 2, 2019

First Use Anywhere

November 19, 2015

First Use in Commerce

November 19, 2015

Published for Opposition

August 8, 2017

Goods & 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

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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Oct 21, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Oct 21, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 20, 2025 APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 20, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 18, 2025 E815
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 4, 2024 ASCK
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jul 2, 2024 REM1
AMENDMENT UNDER SECTION 7 - PROCESSED
May 5, 2020 A7OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 30, 2020 APRE
TEAS SECTION 7 REQUEST RECEIVED
Apr 1, 2020 ES7R
EXPARTE APPEAL TERMINATED
Jul 3, 2019 EXPT
REGISTERED-PRINCIPAL REGISTER
Jul 2, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 29, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 28, 2019 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
May 15, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 15, 2019 CRFA
ASSIGNED TO LIE
May 14, 2019 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
May 7, 2019 ERFR
EX PARTE APPEAL-INSTITUTED
May 7, 2019 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
May 7, 2019 JURT
EXPARTE APPEAL RECEIVED AT TTAB
May 7, 2019 EXAF
NOTIFICATION OF FINAL REFUSAL EMAILED
Nov 14, 2018 GNFN
FINAL REFUSAL E-MAILED
Nov 14, 2018 GNFR
SU - FINAL REFUSAL - WRITTEN
Nov 14, 2018 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 18, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 17, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 17, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 3, 2018 GNRN
NON-FINAL ACTION E-MAILED
May 3, 2018 GNRT
SU - NON-FINAL ACTION - WRITTEN
May 3, 2018 CNRT
NOTICE OF DESIGN SEARCH CODE E-MAILED
Apr 12, 2018 MDSM
STATEMENT OF USE PROCESSING COMPLETE
Apr 11, 2018 SUPC
DIVISIONAL PROCESSING COMPLETE
Apr 11, 2018 DPCC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 9, 2018 AITU
USE AMENDMENT FILED
Apr 3, 2018 IUAF
DIVISIONAL REQUEST RECEIVED
Apr 3, 2018 DRRR
TEAS REQUEST TO DIVIDE RECEIVED
Apr 3, 2018 ERTD
TEAS STATEMENT OF USE RECEIVED
Apr 3, 2018 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 3, 2017 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 8, 2017 NPUB
PUBLISHED FOR OPPOSITION
Aug 8, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 19, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 23, 2017 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 2, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 31, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 31, 2017 TROA
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Dec 17, 2016 GEAN
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Dec 17, 2016 GEAP
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Dec 17, 2016 EPEN
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Dec 17, 2016 CPEA
ASSIGNED TO EXAMINER
Dec 12, 2016 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Sep 15, 2016 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 14, 2016 NWOS
NEW APPLICATION ENTERED
Sep 13, 2016 NWAP