Unclaimed Property Consulting & Reporting

Founded in 2010 in the US, Unclaimed Property Consulting & Reporting LLC specializes in unclaimed property compliance consulting. The firm has completed one deal as of October 25, 2019.UPCR - Unclaimed Property Consulting & Reporting specializes in helping businesses navigate the complexities of unclaimed property compliance. Their core offerings include compliance consulting, data analysis, escheatment eligibility assessments, due diligence mailings, and state report generation, all designed to minimize the risk of non-compliance with industry regulations. Additionally, UPCR provides advanced software solutions such as UPNavigator™, a web-based application that simplifies the unclaimed property reporting process, and InSmart™, a DMF match tracking application that manages research results from various sources.UPCR generates revenue through a combination of service fees for consulting and compliance outsourcing, along with subscriptions for their proprietary software applications, UPNavigator™ and InSmart™. Clients typically engage UPCR on a fee-for-service basis, where businesses seeking assistance with unclaimed property compliance will contract for specific services, such as data analysis or report generation. Additionally, clients may opt for ongoing subscriptions to UPCR's software solutions, which provide tools for managing unclaimed property reporting and DMF matching. Upcoming products include improvements to UPNavigator™ and the launch of additional features for InSmart™, expected to be released in 2024. UPCR is also targeting expansion into European and Australian markets by 2025, aiming to cater to organizations in those regions facing similar compliance challenges.

1. Seed

   Oct 25, 2019

   Amount

   Undisclosed

   Investors

   Locked