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The International trademark ENVESTNET YODLEE FINCHECK was filed as Word mark on 03/21/2018 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1407226 |
| Countries | 
|
| Base trademark |
No. 87619701,
September 22, 2017
|
| Application date | March 21, 2018 |
| Expiration date | March 21, 2028 |
Trademark owner
3600 Bridge Parkway, Suite 200
Redwood City CA 94065
US
Redwood City CA 94065
US
Trademark representatives
4820 Harwood Road, Suite 110
San Jose CA 95124-5273
US
goods and services
09
Computer software for aggregation of banking, financial,
investment and personal records and information; computer
software for accessing online and electronic data and for
converting and transferring that data to and for use in
connection with computer software programs, personal and
business electronic devices, mobile and smart phones,
tablets and other computer software applications; computer
software for aggregating, processing and analyzing data for
the purpose of providing customized recommendations in the
field of finance; computer software for financial management
and financial and e-commerce transactions
36
Financial advisory and consultancy services; financial
information provided by electronic means; 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; providing financial
assessment services to others, namely, providing an online
financial records aggregation service to aggregate and
summarize personal and corporate banking, financial,
investment and general financial 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 information services to others; providing
financial information services to others, namely, providing
an online financial records aggregation service to aggregate
and summarize personal and corporate banking, financial,
investment and general financial 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; providing
financial information services to others, namely, providing
financial information in the form of records and summaries
in the fields of financial affairs, 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 and other financial instruments;
providing financial information
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| March 2, 2021 | 2021/12 Gaz | US | RAW: Partial Ceasing Effect |
| April 1, 2019 | 2019/17 Gaz | IN | RAW: Rule 18ter(2)(i) GP following a provisional refusal |
| February 12, 2019 | 2019/15 Gaz | AU | Rejection |
| October 30, 2018 | 2018/44 Gaz | NZ | Rejection |
| July 2, 2018 | 2018/28 Gaz | IN | Rejection |
| March 21, 2018 | 2018/22 Gaz | US | Registration |
ID: 141407226