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Goods and Services: Investment management and consulting services delivered electronically via the internet, name...
LIVE (Circa: 2021)

FULLY VESTED

Goods and Services: Investment management and consulting services delivered electronically via the internet, name...
LIVE (Circa: 2021)

FULLY VESTED

Goods and Services: Investment management and consulting service analysis delivered electronically, namely, finan...
DEAD (Circa: 2021)

PLAN PULSE

Goods and Services: Promoting the goods and services of others via a global computer network by connecting client...
LIVE (Circa: 2021)

THE INTELLIGENT FINANCIAL LIFE

Goods and Services: Financial services, namely, providing online financial advice services and investment managem...
DEAD (Circa: 2020)

FINANCIAL WELLNESS AS A SERVICE

Goods and Services: Application service provider featuring software integrating financial values, financial goals...
LIVE (Circa: 2020)

ENVESTNET CONNECT

Goods and Services: Financial services, namely, providing an online automated financial records aggregation servi...
LIVE (Circa: 2020)

ENVESTNET TAMARAC

Goods and Services: Investment management and consulting services delivered electronically via the internet, name...
LIVE (Circa: 2020)

ENVESTNET MONEYGUIDE

Goods and Services: Investment management and investment consulting services
LIVE (Circa: 2020)

QRG QUANTITATIVE PORTFOLIOS

Goods and Services: Investment management and consulting services delivered electronically via the internet, name...
LIVE (Circa: 2020)

ENVESTNET PMC

Goods and Services: Investment management and consulting services delivered electronically via the internet, name...
LIVE (Circa: 2019)

ENVESTNET MONEYGUIDE

Goods and Services: Investment management and consulting services derived from proprietary methodology provided v...
DEAD (Circa: 2019)

FINANCIAL WELLNESS SCORE

Goods and Services: Downloadable mobile application for use in the field of financial services data analysis and ...
DEAD (Circa: 2018)

ENVISION IQ

Goods and Services: Software as a service (SAAS) services featuring software for financial management and investm...
DEAD (Circa: 2018)

ENV ONEWEALTH

Goods and Services: Educational services, namely, providing seminars relating to the financial services industry
LIVE (Circa: 2018)

ENVESTNET ADVISOR SUMMIT

Goods and Services: Financial services, namely, providing data aggregation and account reporting services for others
DEAD (Circa: 2017)

ENVESTNET ENVISION

Goods and Services: Investment management and consulting services delivered electronically via the internet; name...
DEAD (Circa: 2017)

ENVESTNET, THE OPERATING SYSTEM FOR W...

Goods and Services: Investment management and consulting services delivered electronically via the internet, name...
DEAD (Circa: 2017)

ENVESTNET, THE OPERATING SYSTEM FOR F...

Goods and Services: Financial investment advisory services, namely, evaluation and analysis of fee disclosure rep...
LIVE (Circa: 2017)

COMPLIANCE ADVANTAGE

Goods and Services: Providing a web-based service featuring investment management and reporting tools for retirem...
LIVE (Circa: 2017)

PARTICIPANT ADVANTAGE