In 2010, UPCR was born from a simple but ambitious idea: unclaimed property compliance didn’t have to be so difficult. At the time, paper filings were still common, dormancy rules varied wildly from state to state, and many companies were left to navigate it all on their own. We believed there was a better way — one grounded in clarity, consistency, and education.
Fifteen years later, the industry looks very different. States have become more digital, more aggressive in enforcement, and more complex in their expectations. Compliance is no longer just a once-a-year filing; it’s a critical part of a company’s financial operations and risk strategy.
Through every shift, we’ve stayed grounded in the same goal: making unclaimed property manageable for the clients who trust us. Not just to help them stay compliant, but to help them feel confident and informed in the process.
This milestone isn’t just about longevity. It’s about impact. It’s a chance to look back at how far we’ve come, celebrate the people who helped us get here, and share a few lessons we’ve learned along the way.
Then vs. Now: What Has & Hasn’t Changed in the Industry
The world of unclaimed property compliance in 2009 looked very different from the one we know today. Over the past 15 years, we’ve seen dramatic shifts in technology, state enforcement, and client expectations — and we’ve adapted alongside them.
Here’s a snapshot of how the landscape has evolved:
What stands out most is the pace of change. Rules evolve every year. State systems improve (and sometimes break). Holders face greater scrutiny yet are often still under-resourced or unaware of their responsibilities.
That’s why our role has always been about more than filing reports. It’s about translating complexity into action and helping clients feel less overwhelmed and more equipped to navigate what’s ahead.
What Hasn’t Changed
While the tools and expectations have evolved, a few things remain constant:
- The importance of recordkeeping: Good records are still the foundation of good compliance.
- The need for outreach: Due diligence is still a core part of the process, no matter the format.
- The value of education: Many holders are still learning what unclaimed property is and why it matters.
- Our commitment to clarity: We’ve always believed that clients deserve guidance, not just a checklist.
Even as the landscape shifts, the fundamentals of doing things the right way — with integrity, accuracy, and transparency — have stayed the same.
Our People Are Our Foundation
We often say that our people are our greatest asset, and after 15 years, that’s never been more true. Behind every filing, audit defense, training session, and client conversation is a team of professionals who care deeply about doing the right thing.
They are the heartbeat of our company — bringing not only knowledge and precision, but a genuine commitment to helping clients navigate complexity with confidence. Their dedication is what transforms rules and reports into real relationships, and it’s a big part of what’s made these 15 years so meaningful.
Through the Eyes of a Client
We’re proud of the partnerships we’ve built over the past 15 years — especially the ones that have grown and evolved alongside us.
Some of our clients came to us with a single reporting need and now trust us with multistate filings, due diligence, training, or technology. Others found us during moments of pressure, like an audit or regulatory change, and stayed because of the peace of mind they gained.
When we ask what keeps them coming back, the answer is usually the same: responsiveness, reliability, and a team that genuinely cares. Not just about accuracy, but about the relationship behind it.
Whether it’s simplifying compliance or helping a new team member feel confident in their role, we aim to be more than a service provider. We strive to be a steady, trusted partner.
What the Next 15 Years Could Bring
If the past 15 years have taught us anything, it’s that change is constant — but so is our commitment to helping clients navigate it.
Looking ahead, we expect unclaimed property compliance to keep evolving. States are investing in digital infrastructure. Audit activity is increasing. And public sector organizations are facing more scrutiny than ever. Technology will continue to play a role — from automation to AI-assisted workflows — but tools alone won’t solve the challenges holders face.
That’s why we continue to enhance platforms like UPNavigator, ensuring clients are ready for what’s next, including NAUPA III formatting and evolving state reporting rules. Our tools are built to adapt — just like our team.
What won’t change is our focus on education, guidance, and making the complex feel manageable. We’ll continue to show up as partners, not just processors. Our goal is to help clients stay ahead of rule changes, reduce risk, and strengthen internal practices.
As we celebrate this milestone, we’d love to hear from you. Have a memory, moment, or message to share? Send it our way — we’re celebrating with you.