Trademark Overview
On Friday, December 19, 2025, a trademark application was filed for BNY ADVISOR MATCH with the United States Patent and Trademark Office. The USPTO has given the BNY ADVISOR MATCH trademark a serial number of 99557457. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 19, 2025. This trademark is owned by The Bank of New York Mellon. The BNY ADVISOR MATCH trademark is filed in the Advertising, Business and Retail Services and Computer & Software Services & Scientific Services categories with the following description:
Referrals in the field of wealth management, investment management and financial planning; Providing on-line referrals in the field of wealth management, investment management and financial planning; Referrals in the field of wealth management, investment management, and financial planning, namely, evaluating, qualifying, matching, and connecting qualified investors with registered investment advisors; Lead generation services
Providing temporary use of on-line non-downloadable software for lead generation in the field of wealth management; Providing temporary use of on-line non-downloadable software for enabling qualified investors to search for registered investment advisors based on user-specified criteria and access curated registered investment advisor recommendations; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access financial models and evaluate the financial backgrounds, profiles, needs and goals of prospective wealth management clients for purposes of matching them with wealth management, investment management, and financial planning services, institutions or individuals; Providing on-line non-downloadable software using artificial intelligence (AI) for enabling registered investment advisors to access and evaluate qualified sales leads
