1 Trademark Results found for "ENVESTNET YODLEE FINCHECK"

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ENVESTNET YODLEE FINCHECK*

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Mark	Details	Status	Class/Description
	ENVESTNET YODLEE FINCHECK ENVESTNET INC. 1889393 21 Mar 2018	REGISTERED on 17 Dec 2020	Computer software for aggregation of banking, financial, investment an... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software for aggregation of banking, financial, investment and personal records and information namely software that dynamically measures, monitors and analyses the user's spending, saving, borrowing and planning, and then shares personalized guidance and education based on the analysis of those parameters to help the user improve financial habits to attain true financial wellness, meet savings goals and reduce debt; computer software that accesses online electronic spending, saving and borrowing information and converts and transfers it for easy viewing on, mobile and smart phones and tablet computers; computer software for aggregating, processing and analyzing personal spending, saving and borrowing financial data for the purpose of providing customized recommendations in the field of finance; computer software that allows users to perform e-commerce transactions. Class 036 Class 036 Insurance & Financial Services Financial advisory and consultancy services namely financial analysis consultation services; Providing financial information by electronic means namely virtual financial coaching services, by way of making use of software that utilizes artificial intelligence to provide financial guidance, personalized recommendations, educational content to meet savings goals and reduce debt based on diagnostics of the consumer's financial scores; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, spending, saving and borrowing, investment and financial planning information; Providing financial assessment services to others, 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 planning information services to others by electronic means; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, spending, saving and borrowing, investment and financial planning information; Providing financial information services to others, 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; bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities; Providing financial planning advisory services. ... Class 042 Computer & Software Services & Scientific 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 assistance in the field 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

REGISTERED

on 17 Dec 2020

ENVESTNET YODLEE FINCHECK

ENVESTNET INC.

1889393 · 21 Mar 2018

009

036

Class 036

Insurance & Financial Services

Financial advisory and consultancy services namely financial analysis consultation services; Providing financial information by electronic means namely virtual financial coaching services, by way of making use of software that utilizes artificial intelligence to provide financial guidance, personalized recommendations, educational content to meet savings goals and reduce debt based on diagnostics of the consumer's financial scores; Financial information provided by electronic means in the field of online monitoring and tracking services for financial and e-commerce transactions relating to the status of securities and other financial instruments; Providing financial assessment services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, spending, saving and borrowing, investment and financial planning information; Providing financial assessment services to others, 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 planning information services to others by electronic means; providing financial information services to others, namely, providing an online financial records aggregation service to aggregate and summarize personal and corporate banking, spending, saving and borrowing, investment and financial planning information; Providing financial information services to others, 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; bank accounts, investments accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communications networks; Providing financial information services to others, namely, providing online monitoring and tracking services for financial and e-commerce transactions relating to status of securities; Providing financial planning advisory services.

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Computer software for aggregation of banking, financial, investment an...

Owners

Envestnet inc. (1)

Categories

Class 9 (1)

Class 36 (1)

Class 42 (1)

Correspondents

Smart & biggar lp (1)

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