NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/21/2025
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Official data from USPTO
ENVESTNET YODLEE
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
53
Latest update
10/22/2025
Trademark type
Combined
Nice classes
36, 42
Filing date
09/09/2016
Registration date
07/02/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/21/2025
Last transaction
10/22/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/19/2015
First use in commerce
11/19/2015
Drawing code
3
Owner type
03
Owner location
Chicago, IL
Examiner
BEGGS,MONICA L
Current location
Historical data usage
Mark description
The mark consists of three overlapping arrows to the left of the words "ENVESTNET" and "YODLEE".
Holders and representatives
Holders
Envestnet, Inc.
Representatives
Melissa S. Dillenbeck FAEGRE DRINKER BIDDLE & REATH LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesproviding an online automated financial records aggregation service to aggregate and summarize personal and corporate bankingfinancialinvestment 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 servicescollecting and analyzing financial affairs records and summaries in the nature of bank accountsinvestments accountsbill paymentsmortgagesretirement accountsretirement programscredit card accountsinsurance policies and loans all over electronic communications networks; providing financial information in the form of records and summaries in the fields of financial affairsbank accountsinvestments accountsbill paymentmortgagesretirement accountsretirement programscredit card accountsinsurance and loans by means of electronic communications networks; providing online personal banking services; providing online financial management services for personalhousehold and business applications; Providing online electronic funds transferdebit card and bill payment services; Providing electronic and web-based processing and subsequent transmission of funds transfersbill payments and electronic payment data; electronic payment serviceselectronic processing and subsequent transmission of bill payment data; financial transaction servicesproviding secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit card transactions
Class 42
Computer servicescreating an online virtual environment for the creationdevelopmentdistribution 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 servicescustom integration support of computer software into multiple systems and networks provided in connection with online bankingonline financial transaction services and online automated and on-demand bankingfinancialinvestment and personal records and information aggregation services; Technical support servicesinstallationadministrationtroubleshooting of computer systemsnetworks and software all of which are provided in connection with online bankingonline financial transaction services and online automated and on-demand bankingfinancialinvestment and personal records and information aggregation services; Customer technical support servicesconsulting and customization services for custom integration and customization of computer applications provided in connection with online bankingonline financial transaction services and online automated and on-demand bankingfinancialinvestment and personal records and information aggregation services
Publications
History of USPTO decisions and trademark events.
53 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/21/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/20/2025
E815
TEAS SECTION 8 & 15 RECEIVED
06/18/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/04/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/02/2024
A7OK
AMENDMENT UNDER SECTION 7 - PROCESSED
05/05/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/30/2020
ES7R
TEAS SECTION 7 REQUEST RECEIVED
04/01/2020
EXPT
EXPARTE APPEAL TERMINATED
07/03/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
07/02/2019
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/29/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/28/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/15/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/15/2019
ALIE
ASSIGNED TO LIE
05/14/2019
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
05/07/2019
EXPI
EX PARTE APPEAL-INSTITUTED
05/07/2019
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
05/07/2019
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
05/07/2019
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
11/14/2018
GNFR
FINAL REFUSAL E-MAILED
11/14/2018
CNFR
SU - FINAL REFUSAL - WRITTEN
11/14/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/18/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/17/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/17/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/03/2018
GNRT
NON-FINAL ACTION E-MAILED
05/03/2018
CNRT
SU - NON-FINAL ACTION - WRITTEN
05/03/2018
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
04/12/2018
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/11/2018
DPCC
DIVISIONAL PROCESSING COMPLETE
04/11/2018
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/09/2018
IUAF
USE AMENDMENT FILED
04/03/2018
DRRR
DIVISIONAL REQUEST RECEIVED
04/03/2018
ERTD
TEAS REQUEST TO DIVIDE RECEIVED
04/03/2018
EISU
TEAS STATEMENT OF USE RECEIVED
04/03/2018
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10/03/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/08/2017
PUBO
PUBLISHED FOR OPPOSITION
08/08/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/19/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/23/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/02/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/31/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/31/2017
GEAN
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
12/17/2016
GEAP
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
12/17/2016
EPEN
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
12/17/2016
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
12/17/2016
DOCK
ASSIGNED TO EXAMINER
12/12/2016
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
09/15/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/14/2016
NWAP
NEW APPLICATION ENTERED
09/13/2016
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