ENVESTNET ASSET MANAGEMENT, INC. logo

ENVESTNET ASSET MANAGEMENT, INC.

22 Marks
Corp.
First Filed:Jul 14, 2004Latest Filed:Dec 30, 2020Address:1000 CHESTERBROOK BOULEVARD, BERWYN, PA 19312

Portfolio Overview

Registered
4(18%)
Dead
18(82%)
Previous
13

Top Classes

Class 36
Insurance, Financial Services & Real Estate
15(68%)
Class 42
Software, IT Services & Scientific Research
4(18%)
Class 9
Electronics, Software & Scientific Equipment
2(9%)

TTAB Proceedings

No litigation activity

Top Firms

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22
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7
BTJD(Dec 2020)
3
Karp Business Law(Nov 2013)
1

Trademark Activity Timeline(2004 – 2022)

Trademark Portfolio

35 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
REDI2 WEALTH MANAGER
REDI2 WEALTH MANAGER
Service Mark
Word
REGISTERED
Owner:
Serial:90430643
Filed:Dec 30, 2020
Classes:42
Registration:6626163
Registered:Jan 25, 2022
Goods & Services
"WEALTH MANAGER"
REDI2
REDI2
Service Mark
Word
REGISTERED
Owner:
Serial:87510975
Filed:Jun 29, 2017
Classes:42
Registration:5391151
Registered:Jan 30, 2018
Goods & Services
Providing temporary use of on-line non-downloadable software in the field of financial services, namely, software for use in billing, invoicing, revenue accounting and reporting that is designed to calculate fees, generate invoices and revenue reports, calculate revenue accruals, and accrual reconciliation processes on a periodic basis in the field of financial services
REDI2 REVENUE MANAGER
REDI2 REVENUE MANAGER
Service Mark
Word
CANCELLED
Owner:
Serial:87510987
Filed:Jun 29, 2017
Classes:42
Registration:5400408
Registered:Feb 13, 2018
Goods & Services
"REVENUE MANAGER"
BILLFIN
BILLFIN
Service Mark
Word
REGISTERED
Owner:
Serial:86432599
Filed:Oct 23, 2014
Classes:42
Registration:4890357
Registered:Jan 19, 2016
Goods & Services
Providing temporary use of on-line non-downloadable software in the field of financial services, namely, for use in the management of advisory billing, invoicing, accounts receivable, revenue accounting and reporting
BILLFIN
BILLFIN
Trademark
Word
CANCELLED
Owner:
Serial:86432589
Filed:Oct 23, 2014
Classes:9
Registration:4890356
Registered:Jan 19, 2016
ADVISOR SUMMIT
ADVISOR SUMMIT
Service Mark
Word
ABANDONED
Owner:
Serial:86111796
Filed:Nov 6, 2013
Classes:41
ADVISOR DYNAMICS
ADVISOR DYNAMICS
Service Mark
Word
ABANDONED
Owner:
Serial:85653163
Filed:Jun 15, 2012
Classes:36
Goods & Services
"ADVISOR"
ENVESTNET
ENVESTNET
Service Mark
Combined
ABANDONED
Owner:
Serial:85533186
Filed:Feb 3, 2012
Classes:36
ENVESTNET VISTA
ENVESTNET VISTA
Service Mark
Word
ABANDONED
Owner:
Serial:85183833
Filed:Nov 23, 2010
Classes:36
A NEW STANDARD FOR ADVICE
A NEW STANDARD FOR ADVICE
Service Mark
Word
ABANDONED
Owner:
Serial:85145915
Filed:Oct 6, 2010
Classes:36
ADVISOR SOLUTIONS PLATFORM
ADVISOR SOLUTIONS PLATFORM
Service Mark
Word
ABANDONED
Owner:
Serial:85024095
Filed:Apr 27, 2010
Classes:36
ADVISOR SOLUTIONS PORTAL
ADVISOR SOLUTIONS PORTAL
Service Mark
Word
ABANDONED
Owner:
Serial:85024083
Filed:Apr 27, 2010
Classes:36
ENVESTNET ADVISOR SOLUTIONS PLATFORM
ENVESTNET ADVISOR SOLUTIONS PLATFORM
Service Mark
Word
ABANDONED
Owner:
Serial:85024069
Filed:Apr 27, 2010
Classes:36
ENVESTNET ADVISOR SOLUTIONS PORTAL
ENVESTNET ADVISOR SOLUTIONS PORTAL
Service Mark
Word
ABANDONED
Owner:
Serial:85024064
Filed:Apr 27, 2010
Classes:36
DYNAMIC PORTFOLIO
DYNAMIC PORTFOLIO
Service Mark
Word
ABANDONED
Owner:
Serial:77914480
Filed:Jan 19, 2010
Classes:36
Goods & Services
Class 036: Financial investment services, namely, investment advisory and investment portfolio management services
NET ASSET MANAGEMENT
NET ASSET MANAGEMENT
Service Mark
Word
CANCELLED
Owner:
Serial:77590630
Filed:Oct 10, 2008
Classes:36
Registration:3732949
Registered:Dec 29, 2009
Goods & Services
"MANAGEMENT"
ENTERPRISE LOGIC
ENTERPRISE LOGIC
Service Mark
Word
ABANDONED
Owner:
Serial:77480273
Filed:May 21, 2008
Classes:36
PMC
PMC
Service Mark
Combined
ABANDONED
Owner:
Serial:77434691
Filed:Mar 28, 2008
Classes:36
SUSTAINABILITY PLATFORM
SUSTAINABILITY PLATFORM
Service Mark
Word
CANCELLED
Owner:
Serial:77434714
Filed:Mar 28, 2008
Classes:36
Registration:3680784
Registered:Sep 8, 2009
Goods & Services
"SUSTAINABILITY"
PERFECTING YOUR PORTFOLIO
PERFECTING YOUR PORTFOLIO
Service Mark
Word
ABANDONED
Owner:
Serial:77253956
Filed:Aug 13, 2007
Classes:36
Goods & Services
"PORTFOLIO"
PMC
PMC
Service Mark
Word
ABANDONED
Owner:
Serial:77253950
Filed:Aug 13, 2007
Classes:36
REDI2
REDI2
Trademark
Word
REGISTERED
Owner:
Serial:78450708
Filed:Jul 14, 2004
Classes:9
Registration:2997745
Registered:Sep 20, 2005
Goods & Services
Computer software for use in billing, invoicing, revenue accounting and reporting that is designed to calculate fees, generate invoices and revenue reports, calculate revenue accruals, and accrual reconciliation processes on a periodic basis in the field of financial services
ESSENTIAL ADVISOR
ESSENTIAL ADVISOR
Trademark
Word
Previous
REGISTERED
Owner:
Serial:86917921
Filed:Feb 24, 2016
Classes:16, 41
Registration:5365544
Registered:Dec 26, 2017
Goods & Services
Class 016: [ Printed matter, namely, printed periodicals, white papers, and books in the field of financial advice and investment management ]; Class 041: Providing seminars relating to financial advice and investment management; providing a web site featuring non-downloadable instructional videos in the field of financial advice and investment management
ADVISOR NOW
ADVISOR NOW
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:86619904
Filed:May 5, 2015
Classes:42
Registration:5256761
Registered:Aug 1, 2017
PMC QUANTITATIVE PORTFOLIOS
PMC QUANTITATIVE PORTFOLIOS
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:85919823
Filed:May 1, 2013
Classes:36
Registration:4598218
Registered:Sep 2, 2014
Goods & Services
"QUANTITATIVE PORTFOLIOS"
EMPOWER YOUR PRACTICE
EMPOWER YOUR PRACTICE
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:85696796
Filed:Aug 7, 2012
Classes:36
Registration:4283138
Registered:Jan 29, 2013
ENVESTNET
ENVESTNET
Service Mark
Combined
Previous
REGISTERED
Owner:
Serial:85533169
Filed:Feb 3, 2012
Classes:36
Registration:4329197
Registered:Apr 30, 2013
Goods & Services
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors, and investment management support to independent advisers
ENVESTNET VANTAGE
ENVESTNET VANTAGE
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:85183828
Filed:Nov 23, 2010
Classes:42
Registration:4191353
Registered:Aug 14, 2012
THE NEW STANDARD FOR ADVICE
THE NEW STANDARD FOR ADVICE
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:85145912
Filed:Oct 6, 2010
Classes:36
Registration:4039680
Registered:Oct 11, 2011
ENVESTNET | PMC
ENVESTNET | PMC
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:85104803
Filed:Aug 11, 2010
Classes:36
Registration:3943973
Registered:Apr 12, 2011
Goods & Services
Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management support to independent advisors
ENVESTNET ADVISOR SUITE
ENVESTNET ADVISOR SUITE
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:85079244
Filed:Jul 7, 2010
Classes:36
Registration:3900770
Registered:Jan 4, 2011
Goods & Services
"ADVISOR SUITE"
UMA MARKETPLACE
UMA MARKETPLACE
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:77916685
Filed:Jan 21, 2010
Classes:36
Registration:3905926
Registered:Jan 11, 2011
Goods & Services
Class 036: FINANCIAL SERVICES, NAMELY, COORDINATION OF AN INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT NEEDS
M3 INTEGRATED SOLUTIONS
M3 INTEGRATED SOLUTIONS
Service Mark
Word
Previous
CANCELLED
Owner:
Serial:77908132
Filed:Jan 8, 2010
Classes:36
Registration:3840614
Registered:Aug 31, 2010
Goods & Services
Class 036: Financial planning and investment advisory services
PERFECTING THE PORTFOLIO
PERFECTING THE PORTFOLIO
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:77253958
Filed:Aug 13, 2007
Classes:36
Registration:3658704
Registered:Jul 21, 2009
Goods & Services
Class 036: investment management and investing consulting services
ENVESTNET
ENVESTNET
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:75830941
Filed:Oct 25, 1999
Classes:36
Registration:2593459
Registered:Jul 16, 2002
Goods & Services
investment management and consulting services delivered electronically via the internet; namely, financial advice and investment management for investors, and investment management support to independent advisers

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