Find My Money offers an automated platform that scans California unclaimed property databases daily to identify assets linked to a client’s name. It manages the entire claim process—including documentation, mobile notarization, filing, and appeals—and charges a contingency fee only when a recovery is successful.
Funding
Funding not disclosed
Founders
Product
Problem
Many California residents are unaware that they hold unclaimed assets such as forgotten 401(k) balances, stock dividends, refunds, or dormant bank accounts, and the state‑controlled claim process requires precise documentation, notarization, and timely filings that most individuals cannot navigate successfully. Consequently, a large share of legitimate claims are denied or remain unfiled, leaving millions of dollars idle.
Solution
Find My Money operates an automated monitoring platform that scans California State Controller and related databases daily to flag any unclaimed property linked to a client’s name. Once a potential claim is identified, the service prepares all required forms, arranges mobile notarization, and files the paperwork with the state on the client’s behalf. The company tracks each claim through the state’s processing pipeline, handles any required appeals, and notifies the client when the check is issued. All interactions are secured with 256‑bit encryption, and the firm is licensed and bonded, ensuring compliance with state regulations. Clients incur no upfront costs; the firm is compensated only when the state releases a payment, taking a pre‑agreed contingency fee from the recovered amount. This end‑to‑end approach eliminates the administrative burden and dramatically improves claim approval rates.
Target Audience
The primary customers are California individuals and estate representatives who may have unclaimed retirement accounts, stock holdings, refunds, payroll checks, or other dormant assets and seek a risk‑free, professional recovery service.
Features
- Daily automated data‑matching engine that cross‑references multiple state and federal registries to uncover hidden assets.
- Full claim lifecycle management: discovery, documentation, notarization, filing, state follow‑up, and appeal handling.
- Mobile, background‑checked notary service that visits the client’s location to execute required signatures securely.
- Secure client portal with bank‑level 256‑bit encryption for document upload and status tracking.
- Compliance framework that adheres to California licensing, bonding, and BBB A+ standards.
- Contingency‑fee pricing model with no out‑of‑pocket expenses for the client.
- Real‑time claim status dashboard that provides milestone updates and expected timelines.