MATTHEWS INVESTORS Trademark
Trademark Overview
On Monday, March 4, 2024, a trademark application was filed for MATTHEWS INVESTORS with the United States Patent and Trademark Office. The USPTO has given the MATTHEWS INVESTORS trademark a serial number of 98432903. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Monday, June 1, 2026. This trademark is owned by Matthews International Capital Management, LLC. The MATTHEWS INVESTORS trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (saas) services, namely, providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, risk management, and financial portfolio management.
Financial records management; providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans.
Investment advisory and supervisory services; mutual fund investment services; creation and management of mutual funds; investment management; investment risk assessment services; investment services, namely, asset acquisition, consultation, development and management services; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management.
General Information
| Serial Number | 98432903 |
| Word Mark | MATTHEWS INVESTORS |
| Filing Date | Monday, March 4, 2024 |
| Status | 819 - SU - REGISTRATION REVIEW COMPLETE |
| Status Date | Monday, June 1, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 5, 2024 |
Trademark Statements
| Section 2(f) Limitation Statement | as to "MATTHEWS". |
| Goods and Services | Software as a service (saas) services, namely, providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, risk management, and financial portfolio management. |
| NOT AVAILABLE | "INVESTORS" |
| Goods and Services | Financial records management; providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans. |
| Goods and Services | Investment advisory and supervisory services; mutual fund investment services; creation and management of mutual funds; investment management; investment risk assessment services; investment services, namely, asset acquisition, consultation, development and management services; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management. |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 4, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, July 17, 2025 |
| First Use In Commerce Date | Thursday, July 17, 2025 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 4, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, July 17, 2025 |
| First Use In Commerce Date | Thursday, July 17, 2025 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 4, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, July 17, 2025 |
| First Use In Commerce Date | Thursday, July 17, 2025 |
Trademark Owner History
| Party Name | Matthews International Capital Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111
US |
| Party Name | Matthews International Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 4, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 4, 2024 | NEW APPLICATION ENTERED |
| Wednesday, September 18, 2024 | ASSIGNED TO EXAMINER |
| Friday, September 27, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, September 27, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, September 27, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, September 27, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, September 27, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 16, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 5, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 5, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 17, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, June 16, 2025 | SOU TEAS EXTENSION RECEIVED |
| Monday, June 16, 2025 | SOU EXTENSION 1 FILED |
| Monday, June 16, 2025 | SOU EXTENSION 1 GRANTED |
| Tuesday, June 17, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, July 21, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, December 16, 2025 | SOU TEAS EXTENSION RECEIVED |
| Friday, May 15, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, December 15, 2025 | SOU EXTENSION 2 FILED |
| Friday, May 15, 2026 | SOU EXTENSION 2 GRANTED |
| Monday, July 21, 2025 | USE AMENDMENT FILED |
| Friday, May 15, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, May 16, 2026 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, June 1, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, June 1, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
