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.

FEATURED WHITEPAPER - The Pitfalls of Managing Unclaimed Property Audit
Download the whitepaper The Pitfalls of Managing Unclaimed Property Audit

Read this free whitepaper to learn more about issues a holder can face if managing an unclaimed property audit without an experienced advocate in your corner.

Featured Blog: Delaware Mailing Invitations to VDA Program Friday February 23, 2024
Read The Article

Delaware VDA invitations are expected to be mailed February 23, 2024. Be aware, responses are time sensitive.

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