We Lead the Nation in Unclaimed Property Expertise

The right people, the right tools, the right approach. As the nation’s leading specialists in unclaimed property compliance and management, we use expertly tailored technology, managed services, and an innovative, collaborative approach to take the uncertainty out of escheatment and reduce the risk of non-compliance.

By the Numbers

years of combined escheat audit & compliance, consultant, and delivery team experience


saved for our clients in penalties and interest


years average tenure of our leadership team

Our Services

Our Just Right Compliance approach gives you an unclaimed property edge that keeps you focused on core business activities. We ensure state requirements, expertly manage VDAs and audits, provide customized services that help our clients find missing property owners to stop assets from being turned over to the state, and locate/recover unclaimed funds owed to your organization.

Letter Q&A
Have questions about a notice you received?

If you received a letter or an email, please check out our FAQ section to learn more about next steps.

Featured Blog - Unclaimed Property Audit Defense Strategies
Learn More!

Navigating an unclaimed property audit is complex. This article examines strategies for building a strong audit defense.

Contact us today to learn how we can help
Have questions about a notice you received?
Stay informed with the latest industry insights from our KeepUP Blog.