FULLY VESTED

Insurance and Financial and 3 others

Owner

ENVESTNET, INC.

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FULLY VESTED

Insurance and Financial and 3 others

Owner

ENVESTNET, INC.

—
PLAN PULSE

Insurance and Financial and 2 other

Owner

ENVESTNET, INC.

—
INTELLIGENT FINANCIAL LIFE

Insurance and Financial

Owner

ENVESTNET, INC.

—
FINANCIAL WELLNESS AS A SERVICE

Insurance and Financial

Owner

ENVESTNET, INC.

—
ENVESTNET CONNECT

Computer and Scientific

Owner

ENVESTNET, INC.

—
ENVESTNET TAMARAC

Insurance and Financial and 3 others

Owner

ENVESTNET, INC.

Oct 20, 2020
ENVESTNET MONEYGUIDE

Insurance and Financial and 2 other

Owner

ENVESTNET, INC.

Oct 27, 2020
QRG QUANTITATIVE PORTFOLIOS

Insurance and Financial

Owner

ENVESTNET, INC.

May 11, 2021
ENVESTNET PMC

Insurance and Financial

Owner

ENVESTNET, INC.

Oct 20, 2020
ENVESTNET MONEYGUIDE

Insurance and Financial and 2 other

Owner

ENVESTNET, INC.

Sep 28, 2021
FINANCIAL WELLNESS SCORE

Insurance and Financial and 2 other

Owner

ENVESTNET, INC.

—
ENVESTNET | YODLEE AI FINCHECK

Insurance and Financial

Owner

ENVESTNET, INC.

Dec 7, 2021
ENVESTNET YODLEE

Insurance and Financial and 2 other

Owner

ENVESTNET, INC.

Jul 2, 2019
ENVISION IQ

Electrical and Scientific Apparatus

Owner

ENVESTNET, INC.

—
ENVESTNET ADVISOR SUMMIT

Education and Entertainment

Owner

ENVESTNET, INC.

Jan 22, 2019
ENV ONEWEALTH

Computer and Scientific

Owner

ENVESTNET, INC.

—
ENVESTNET, THE OPERATING SYSTEM FOR FINANCIAL WELLNESS

Insurance and Financial

Owner

ENVESTNET, INC.

—
ENVESTNET, THE OPERATING SYSTEM FOR WEALTH MANAGEMENT

Insurance and Financial

Owner

ENVESTNET, INC.

—
ENVESTNET ENVISION

Insurance and Financial

Owner

ENVESTNET, INC.

—
ENVESTNET YODLEE FINCHECK

Insurance and Financial

Owner

ENVESTNET, INC.

Nov 24, 2020
COMPLIANCE ADVANTAGE

Insurance and Financial

Owner

ENVESTNET, INC.

Nov 27, 2018
PARTICIPANT ADVANTAGE

Computer and Scientific

Owner

ENVESTNET, INC.

Nov 27, 2018
PRACTICE ADVANTAGE

Computer and Scientific

Owner

ENVESTNET, INC.

Apr 24, 2018