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on 09 Mar 2016
YODLEE INC. (A DELAWARE CORPORATION)
1593283 · 07 Sep 2012
009
Class 009
Computer & Software Products & Electrical & Scientific Products
035
Class 035
Advertising, Business & Retail Services
...
Class 036
Insurance & Financial Services
Computer software for aggregation of financial, investment and personal records and information; computer software in the field of finance for accessing online and electronic financial data and for converting and transferring that data to and for use in connection with third party computer software programs, personal and business electronic devices, namely, desktop computers, laptop computers, digital personal assistants, mobile and smart phones, tablets and third party computer software applications; computer software for financial management and online financial and e-commerce transactions; computer program development tools for the creation, development, distribution and control of computer software in the field of financial management and online financial and e-commerce transactions; computer software for the creation and operation of an e-commerce business and for the operation of an online retail store site for the purchase and download of computer software applications.
Class 038
Communications Services
Collecting, storing, analyzing and providing information in the form of records and summaries in the fields of financial affairs, bank accounts, investment accounts, bill payment, mortgages, retirement accounts, retirement programs, credit card accounts, insurance and loans by means of electronic communication networks, namely, the Internet, mobile networks, and global computer networks; online retail store services for the purchase, download, and customization of computer software applications in the field of financial management and online financial and e-commerce transactions; online financial and e-commerce transaction tracking and monitoring; providing billing alerts online, and via e-mail, text message, and push notification.
Class 042
Computer & Software Services & Scientific Services
Providing an online automated aggregation service to aggregate and summarize financial, investment and personal records and information; providing online financial management services for personal, household and business applications; providing online funds transfer, debit and payment services; electronic and web-based processing and transmission of funds transfers, credits and payments; electronic payment, namely electronic processing and transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit transactions.
Class 045
Personal & Legal & Social 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, technical assistance, consulting and customization services provided in connection with online financial transaction services and online automated and on-demand financial, investment and personal records and information aggregation services.
Computer services, namely, creating an online virtual environment for ...
on 27 May 2002
YODLEE INC.
1059410 · 17 May 2000
009
Class 009
Computer & Software Products & Electrical & Scientific Products
Computer software for accessing data obtained from electronic communications networks, or for transferring that data to, or formatting that data for use in connection with, computer hardware or peripheral devices, pagers, mobile phones, other computer software applications, or services available by means of electronic communications networks.
035
Class 035
Advertising, Business & Retail Services
Computer services, namely, providing services by means of electronic communications networks for compiling, organizing, reporting, transmission, reception, management or modification of data regarding the user's personal records, electronic or non-electronic transactions or communications, financial affairs, or other electronic or non-electronic activities engaged in by the user.
...
Class 038
Communications Services
Computer software for accessing data obtained from electronic communic...
on 16 Sep 2015
YODLEE INC. (A DELAWARE CORPORATION)
1553002 · 21 Nov 2011
009
Class 009
Computer & Software Products & Electrical & Scientific Products
Computer software for personal and commercial financial management, online payments and financial services access, online financial transactions, tax preparation and filing, savings and budgeting guidance, automated financial aggregation and for implementing and tracking rewards and loyalty programs.
036
Class 036
Insurance & Financial Services
Online money transfer and payment services between individuals and/or institutions; electronic and web-based processing and transmission of money transfers, credits and payments between individuals and/or institutions; electronic payment, namely, electronic processing and transmission of bill payment data; financial transaction services, namely, providing secure commercial transactions and electronic payment options; providing electronic processing of electronic payments and transfers via a global computer network; electronic debit transactions.
...
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 for financial applications, financial management software, online payments and financial services access, tax preparation and filing, savings and budgeting guidance and implementing and tracking rewards and loyalty programs; 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, technical assistance, consulting and customization services provided in connection with online financial transaction services and online automated financial aggregation services.
Computer software for personal and commercial financial management, on...
on 17 Dec 2020
ENVESTNET INC.
1889393 · 21 Mar 2018
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.
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
Computer software for aggregation of banking, financial, investment an...
Country
CA
Status
All
Registered
Pending
Abandoned
Other
Owners
Envestnet inc. (1)
Yodlee inc. (1)
Yodlee inc. (a delaware corporation) (1)
Yodlee inc. (a delaware corporation) (1)
Categories
Class 9 (4)
Class 36 (3)
Class 42 (3)
Class 35 (2)
Class 38 (2)
Class 45 (1)
Correspondents
Perley-robertson, hill & mcdougall llp (2)
Smart & biggar lp (2)
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