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 - Guide to Unclaimed Property Voluntary Disclosure Agreements
Download the Guide to Unclaimed Property Voluntary Disclosure Agreements

Read this free whitepaper for clues to the costs of unclaimed property in your company.

Featured Blog: The California Voluntary Compliance Program - Ready, Set...GO?
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The California State Controller’s Office (SCO) has recently posted new information about the Voluntary Compliance Program (VCP). Learn more about the recent details released to holders.

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