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- 630 Freedom Business Dr. Floor 3, King of Prussia, PA 19406
- (310) 205-0455
- info@dunbargroup.com
Unclaimed property audits are increasing in frequency. State penalties for non-compliance are rising. And the rules — different dormancy periods, different property types, different deadlines across every jurisdiction — are genuinely hard to track.
Dunbar was founded in 2015 to help organizations stay ahead of that complexity, not scramble to catch up with it. Our clients span banks, brokerage firms, insurance companies, retailers, manufacturers, healthcare organizations, and more — because every company with customers, employees, or vendors has unclaimed property obligations, regardless of industry.
What sets us apart: Dunbar’s senior team includes former state administrators who helped shape the compliance requirements your organization is required to meet. That perspective informs everything we do, from first-time filings to complex multi-state audits.
Dunbar doesn’t operate as a vendor — we work alongside your team as an extension of your compliance function. Every engagement starts with a thorough assessment of where you stand: what’s working, where the gaps are, and what the exposure looks like if those gaps go unaddressed.
From there, we build and manage a program that fits your organization’s size, structure, and risk profile. Our platform automates the full reporting chain — from data creation to state delivery — with strong data-security protections built in. And our governance approach is designed to scale, so what we build together doesn’t break the next time a state changes its rules.
We work across all states and jurisdictions and handle every stage of the unclaimed property lifecycle: dormancy tracking, owner outreach, reporting, voluntary disclosure, and asset recovery. À la carte by design — you take what you need.
Chief Executive Officer & Founder
Executive Director
National Practice Leader Consulting & Reporting
Vice President of Sales
