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THE INTELLIGENT FINANCIAL LIFE

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THE INTELLIGENT FINANCIAL LIFE
FORMALIZED

on 8 Jan 2025

Last Applicant/ Owned by

Envestnet, Inc.

35 East Wacker Drive, Suite 2400Chicago, IL 60601

US

Serial Number

2136460 filed on 29th Sept 2021

Correspondent Address

BORDEN LADNER GERVAIS LLP

Bay Adelaide Centre, East Tower22 Adelaide St. WestTORONTO

ONTARIO

CA

M5H4E3

THE INTELLIGENT FINANCIAL LIFE

Trademark usage description

investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to Read More

Classification Information

Class [036]
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors

Classification kind code

11

Class [042]
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

Classification kind code

11

Mark Details

Serial Number

2136460

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 22
on 8th Jan 2025		Search Recorded
Submitted for opposition 20
on 8th Jan 2025		Examiner's First Report
Submitted for opposition 287
on 27th May 2022		Pre-Assessment Letter Sent
Submitted for opposition 287
on 26th May 2022		Pre-Assessment Letter Sent
Submitted for opposition 30
on 29th Sept 2021		Filed
Submitted for opposition 1
on 29th Sept 2021		Created
Submitted for opposition 31
on 29th Sept 2021		Formalized