Unclaimed Property Professionals Organization (UPPO)

What Unclaimed Property Professionals Organization (UPPO) does

Unclaimed Property Professionals Organization (UPPO) is a Minnesota-based nonprofit 501(c)(6) trade association that serves as the only national membership organization dedicated to unclaimed property (escheatment) compliance. Its membership of 1,400+ professionals spans 15+ industries including banking, insurance, healthcare, energy, securities, and manufacturing, with named representation from U.S. Bank, HCA Healthcare, KPMG, GEICO, Wells Fargo Advisors, Sovos, Siemens, Crowe, Georgeson, ABB, and Bailey Cavalieri. UPPO operates a two-sided community: Holders (organizations with escheatment obligations) and Service Providers (consultancies, software vendors, attorneys, auditors) that serve them.

UPPO's core products include the first-of-its-kind Unclaimed Property Certificate Program (Basic, Intermediate, and Test-Out tiers) registered with NASBA for CPE credit, the rotating Annual Conference (March 7-10, 2027 in Atlanta), 8+ CPE-eligible webinars per year, the Unclaimed Property Focus blog (628+ posts), a Member Forum, Industry Focus Calls segmented by vertical, a Provider Directory, a Jurisdiction Resource Guide covering all U.S. and Canadian jurisdictions, and the govWATCH legislative tracking service. The platform is built on YourMembership.com membership management software, with integrations limited to Zoom, SurveyMonkey, and social login via Facebook and LinkedIn.

UPPO's business model is funded primarily through annual membership dues ($805 for Holders with 2 included seats; $1,025 for Service Providers with 2 seats; additional seats at $85-$90 each), conference registration ($1,149-$1,769 depending on member status and timing), certificate program fees ($525 Basic, $200 Test-Out), and service provider advertising (homepage ad rotation, Provider Spotlight, promoted events). Governance is provided by an elected Board of Directors drawn from member companies, supported by a 4-person paid staff led by Executive Director Shannon Wild. The organization also conducts active federal and state advocacy (e.g., SAFER Act comments, Holders Coalition submissions) and runs community programs including a $2,500 scholarship, DEIB committee, and member awards (Super Nova, President's Award, Award of Merit, Shining Star, Team Player).

Name

Unclaimed Property Professionals Organization (UPPO)

Legal name

Unclaimed Property Professionals Organization

Website

https://uppo.org

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

UPPO is a Minnesota-based nonprofit trade association and the only national membership organization for unclaimed property (escheatment) compliance, serving 1,400+ holders and service providers across 15+ industries in the U.S. and Canada through membership dues, an annual conference, certificate programs, and compliance resources.

Ownership category

akta.pro rank

Headquarters

HQ city

Minneapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Membership Dues: Annual membership dues from holders ($805 for 2 seats, additional seats $90) and service providers ($1,025 for 2 seats). Unlimited additional members may be added for $85 each annually.
2. Annual Conference: Conference registration fees ranging from $1,149-$1,279 for members and $1,519-$1,769 for non-members. State administrators pay member rates. Guest passes available.
3. Certificate Program: Basic Certificate Program costs $525 (includes on-demand and live webinar registrations, tests and certificate). Basic Tier Test-Out Exam costs $200 per attempt.
4. Service Provider Visibility: Paid advertising opportunities including homepage ad rotation (30-day placement), Provider Spotlight features, and promoted events on the website.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

UPPO is a nonprofit trade association that serves professionals responsible for unclaimed property (escheatment) compliance. It delivers membership benefits including education (certificate programs and webinars), an annual conference, a service provider directory, jurisdictional resources, and networking forums. Its members are unclaimed property holders across 15+ industries and the service providers who support them.

Product overview

UPPO offers a comprehensive membership-based platform with professional development, compliance resources, and networking services. The core offerings include the two-tier Unclaimed Property Certificate Program (Basic and Intermediate), the Annual Conference as the premier industry event, live and on-demand webinars, the Unclaimed Property Focus Blog, and a Provider Directory. Compliance resources encompass the Jurisdiction Resource Guide and govWATCH legislative tracking. Networking features include Member Forums, Industry Focus Calls, and a Speakers' Registry. Additional programs support members through a Scholarship Program, Member Awards, DEIB initiatives, and the Claimant Representatives Committee. The platform is powered by YourMembership.com membership management software.

Differentiator

Problem solved

Functional benefit

Products and services

• UPPO Membership - Holders Annual membership for corporate unclaimed property holders (treasury, accounting, tax, legal, and compliance professionals) responsible for escheatment reporting and remittance. Includes access to certificate programs, the Annual Conference, webinars, the Provider Directory, jurisdictional resources, and member forums.
• UPPO Membership - Service Providers Annual membership for consulting firms, audit firms, law firms, and software vendors that serve unclaimed property holders. Includes a Provider Directory listing, advertising/visibility placements, exhibiting opportunities at the Annual Conference, and access to holder members.
• Annual Conference Annual multi-day unclaimed property industry conference providing educational sessions, networking, and an exhibit hall where service providers meet holder practitioners.
• Certificate Program - Basic Foundational certificate program covering core unclaimed property compliance concepts (escheatment fundamentals, holder reporting, due diligence) for holder practitioners.
• Certificate Program - Intermediate Intermediate-level certificate program covering more advanced unclaimed property topics for practitioners who have completed the Basic program or have equivalent experience.
• Certificate Test-Out Exam Test-only pathway for experienced unclaimed property practitioners to earn a UPPO certificate by passing an exam without completing the full course.
• Service Provider Directory Listing & Advertising Paid Provider Directory listings and advertising/visibility placements enabling service provider members to be discovered by unclaimed property holder practitioners searching for outside support.

Quantifiable outcome

• Network of 1,400+ unclaimed property professionals in 15+ industries
• +2 more outcomes

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

Two partnerships are on record, tiered core.

• National Association of Unclaimed Property Administrators (NAUPA)coreStrategic or Co-development PartnerNAUPA is the trade association comprised of state unclaimed property officials. UPPO works collaboratively with NAUPA on holder training workshops, NAUPA III electronic file format development, and industry standards. UPPO tracks NAUPA activities and shares information with members about NAUPA holder workshops and initiatives.
• National Association of State Boards of Accountancy (NASBA)coreStrategic or Co-development PartnerUPPO is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. UPPO's Annual Conference and certificate programs offer CPE credits that are recognized across state boards of accountancy.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks3 records

Customer concentration

• Facebookfacebook.com/UPPO
• LinkedInlinkedin.com/company/unclaimed-property-professionals-organization

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Unclaimed Property Professionals Organization (UPPO)