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Mark	Details	Status	Class/Description
	THE INTELLIGENT FINANCIAL LIFE Envestnet, Inc. 2136460 29 Sept 2021	FORMALIZED on 8 Jan 2025	Investment management and consulting services delivered electronically... Class 036 Class 036 Insurance & Financial Services Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors Class 042 Class 042 Computer & Software Services & Scientific Services Services for the creation, development, and customization of financial planning, financial transaction, financial goal management and other tools related to a comprehensive financial picture of a financial professional's client that is controllable by the financial advisory firm as the client's representative and/or the client individual and/or household and their financial advisor; interconnected presentation and analysis of financial plans, provision of financial advice and related services to further financial goals, desires, and interests as well as connection to relevant and/or recommended services, either recommended by the financial advisory firm or at their direction; technical support services and aggregation services that allow financial advisory firms and their clients to view multiple financial tools, financial accounts at once as well as that further that provision of professional financial advice and financial news and financial offerings to clients; services that allow a financial advisory firm and their clients to visualize, organize, and securely share financial goals, plans, and other information to their selected recipients; catalogues offering and customization of computer and mobile applications regarding banking, financial transaction services, automated financial tools, on-demand banking, and other financial, investment, planning, saving and other services related to the financial ecosystem for an individual

2136460

FORMALIZED

on 8 Jan 2025

THE INTELLIGENT FINANCIAL LIFE

Envestnet, Inc.

2136460 · 29 Sept 2021

036

042

Investment management and consulting services delivered electronically...

Owners

Envestnet, inc. (1)

Categories

Class 36 (1)

Class 42 (1)

Correspondents

Borden ladner gervais llp (1)

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