Leave a Review For Providers 0 0
  • Post a Project
Home Business Valuation Services Investment Valuations United States California

Top Investment Valuation Services in California

Ratings Updated: April 1, 2026
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust
Get Matched

1 Leaders 10 Contenders

11 Companies

Country: United States
State: California
Business Valuation Services: Investment Valuations

List of the Top California Investment Valuation Companies

  • Eqvista Logotype

    5.0 29 reviews
    Premier Verified
    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Services provided

    100% Business Valuation Services

    Focus Areas

    15% Investment Valuations
    15% Start Up Valuations
    15% Tax Valuations +7
    10% Asset Valuations
    10% Intangible Asset Valuation
    10% Litigation Valuations
    10% Stock Valuations
    5% Enterprise Valuations
    5% Transaction Valuations
    5% Valuation Review

    Eqvista is a company specializing in Business Valuation Services, offering expert Business Appraisal and Company Valuation solutions. Their reviews reflect high client satisfaction, with over 90% highlighting their responsive customer support, professionalism, and cost-effectiveness. Approximately 80% of reviewers commend Eqvista’s expertise in 409A valuations and cap table management, emphasizing their ability to deliver accurate, IRS-compliant valuation reports on time.

    See all 29 projects
    1 of 1 reviews is 5 stars
    1 new review for Business Valuation Services services
    Less than $10,000 avg. project cost

    Reviewed 1 time in the past 6 months

    Recent reviews of Eqvista reflect a positive sentiment, highlighting their responsiveness and commitment to client savings. One client noted significant cost reductions compared to previous providers and commended their professionalism and value. However, feedback also indicated a need for improvement in the user interface's navigation. Overall, clients appreciate Eqvista's alignment with their values and effective project management.
    Read 1 Recent Review

    Industry Experience

    Eqvista has demonstrated significant expertise across various industries, including Software, Consulting, Utilities, Banks, Legal, Automotive, IT Services, Human Resources, Chemicals & Biotechnology, and Financial Services. The overall sentiment from clients highlights their strengths in providing accurate 409A valuations and effective cap table management. They are commended for their responsiveness and user-friendly platform, making them an excellent choice for companies in need of equity management and valuation services.

    Read All Reviews

    Select Industry to see insights

    Information technology Software Consulting Utilities Banks Legal Automotive IT Services Human Resources Chemicals & Biotechnology Financial services Construction Retail eCommerce Media Business services

    Average Project Cost Breakdown

    Less than $10,000 (17) $10,000 to $49,000 (3) $1,000,000 to $9,999,999 (2)

    What Clients Have Said

    Clients consistently regard Eqvista as a provider of excellent value for money, noting that their pricing aligns well with budgets and offers good returns on investment. For instance, one CEO highlighted that Eqvista's pricing fit their budget while delivering high-quality 409A valuations. Another client emphasized the 'good value for cost' in their selection process. Overall, feedback reflects a strong sentiment of satisfaction with Eqvista's cost-effectiveness and the quality of service provided.
    Read All Reviews

    More responsive than most other service providers

    Eqvista is very responsive

    They are a great candidate to start a conversation with. Send them a short message or project inquiry.
    Get in Touch
    View Profile Visit Website
  • B. Riley Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Los Angeles, CA

    Services provided

    20% Business Valuation Services
    20% Accounting
    20% Commercial Financing +2
    20% Financial Consulting
    20% Funding & Investment

    Focus Areas

    30% Investment Valuations
    30% Intangible Asset Valuation
    20% Litigation Valuations +1
    20% Valuation Review

    B. Riley Financial is a Los Angeles, California-based Commercial Financing company. They specialize in Commercial Financing and Accounting and were founded in 1997.

    Read more
    View Profile
  • Windsor Capital, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    80% Business Valuation Services
    20% Funding & Investment

    Focus Areas

    100% Investment Valuations

    Windsor Capital, LLC is a small Los Angeles, California-based Business Valuation Services company. Their services include Business Valuation Services and Funding & Investment.

    Read more
    View Profile

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • State Financial Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    25% Business Valuation Services
    25% Commercial Financing
    25% Financial Advising & Planning +1
    25% Financial Consulting

    Focus Areas

    20% Investment Valuations
    20% Enterprise Valuations
    20% Start Up Valuations +2
    20% Stock Valuations
    20% Strategic Value Advisory

    State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.

    Read more
    View Profile
  • The Crestwell Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Rancho Santa Fe, CA

    Services provided

    50% Business Valuation Services
    50% Financial Advising & Planning

    Focus Areas

    100% Investment Valuations

    The Crestwell Group is a Financial Advising & Planning and Business Valuation Services company. Their team specializes in Financial Advising & Planning.

    Read more
    View Profile
  • Metis Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Services provided

    100% Business Valuation Services

    Focus Areas

    30% Investment Valuations
    50% Intangible Asset Valuation
    20% Stock Valuations

    In San Diego, California and Glasgow, Scotland, Metis Partners is a small Business Valuation Services company. The team offers Business Valuation Services.

    Read more
    View Profile
  • Abrams Valuation Group, Inc. Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Services provided

    50% Business Valuation Services
    30% Business Consulting
    10% Commercial Financing +1
    10% Financial Advising & Planning

    Focus Areas

    20% Investment Valuations
    20% Intangible Asset Valuation
    20% Litigation Valuations +3
    20% Strategic Value Advisory
    10% Stock Valuations
    10% Tax Valuations

    Abrams Valuation Group, Inc. Is a Business Valuation Services company. Based in Los Angeles, California, the company focuses on Business Valuation Services and Business Consulting.

    Read more
    View Profile
  • Marshall & Stevens Incorporated Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    35% Business Valuation Services
    35% Financial Advising & Planning
    30% Litigation Support Services

    Focus Areas

    20% Investment Valuations
    20% Asset Valuations
    20% Litigation Valuations +2
    20% Stock Valuations
    20% Tax Valuations

    Business Valuation Services company Marshall & Stevens Incorporated focuses on Business Valuation Services and Financial Advising & Planning. They were founded in 1932.

    Read more
    View Profile
  • Hemming Morse, LLP Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Services provided

    20% Business Valuation Services
    20% Accounting
    20% Business Consulting +2
    20% Intellectual Property Law
    20% Labor & Employment Law

    Focus Areas

    20% Investment Valuations
    20% Asset Valuations
    20% Start Up Valuations +2
    20% Tax Valuations
    20% Valuation Review

    Hemming Morse, LLP is a Business Consulting company. The company is headquartered in San Francisco, California. Their team provides Business Consulting and Accounting.

    Read more
    View Profile
  • Centerview Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    250 - 999
    San Francisco, CA

    Services provided

    20% Business Valuation Services
    60% Business Consulting
    20% Financial Consulting

    Focus Areas

    30% Investment Valuations
    50% Strategic Value Advisory
    20% Asset Valuations

    Centerview Partners, a Business Consulting company, provides Business Consulting and Business Valuation Services. The company is headquartered in New York, New York and London, England.

    Read more

    San Francisco, CA

    555 California St # 4300
    San Francisco, CA 94104

    31 - 40

    +1.415.400.0900

    See All Locations (3)
    View Profile
  • CTL Business Group Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Irvine, CA

    Services provided

    50% Business Valuation Services
    20% Commercial Financing
    20% Financial Advising & Planning +1
    10% Business Consulting

    Focus Areas

    60% Investment Valuations
    30% Litigation Valuations
    10% Asset Valuations

    Launched in 2007, CTL Business Group is a Business Valuation Services company. The team provides Business Valuation Services and Commercial Financing and is in Calgary, Canada and Irvine,

    Read more

    Irvine, CA

    2372 Morse Avenue
    Irvine, CA 92614

    +1.626.817.6528

    See All Locations (3)
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

1 Eqvista

List of the Top 1 California Investment Valuation Companies

  1. Eqvista Logotype

    Eqvista

    Undisclosed
    Undisclosed
    10 - 49
    San Francisco, CA

    Ability to deliver

    37.7/40.0
    19/20 Reviews
    8.9/10 Clients & Experience
    9.8/10 Market Presence

    Service focus

    100% Business Valuation Services
    15% Investment Valuations
    View Profile Visit Website
  2. B. Riley Financial Logotype

    B. Riley Financial

    Undisclosed
    Undisclosed
    1,000 - 9,999
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Business Valuation Services
    30% Investment Valuations
    80% Other
    View Profile Visit Website
  3. Windsor Capital, LLC Logotype

    Windsor Capital, LLC

    Undisclosed
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Business Valuation Services
    100% Investment Valuations
    20% Other
    View Profile Visit Website
  4. State Financial Logotype

    State Financial

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Business Valuation Services
    20% Investment Valuations
    75% Other
    View Profile Visit Website
  5. The Crestwell Group Logotype

    The Crestwell Group

    Undisclosed
    Undisclosed
    2 - 9
    Rancho Santa Fe, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Business Valuation Services
    100% Investment Valuations
    50% Other
    View Profile Visit Website
  6. Metis Partners Logotype

    Metis Partners

    Undisclosed
    Undisclosed
    10 - 49
    San Diego, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    100% Business Valuation Services
    30% Investment Valuations
    View Profile Visit Website
  7. Abrams Valuation Group, Inc. Logotype

    Abrams Valuation Group, Inc.

    Undisclosed
    Undisclosed
    2 - 9
    Los Angeles, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Business Valuation Services
    20% Investment Valuations
    50% Other
    View Profile Visit Website
  8. Marshall & Stevens Incorporated Logotype

    Marshall & Stevens Incorporated

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    35% Business Valuation Services
    20% Investment Valuations
    65% Other
    View Profile Visit Website
  9. Hemming Morse, LLP Logotype

    Hemming Morse, LLP

    Undisclosed
    Undisclosed
    50 - 249
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Business Valuation Services
    20% Investment Valuations
    80% Other
    View Profile Visit Website
  10. Centerview Partners Logotype

    Centerview Partners

    Undisclosed
    Undisclosed
    250 - 999
    San Francisco, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    20% Business Valuation Services
    30% Investment Valuations
    80% Other
    View Profile Visit Website
  11. CTL Business Group Logotype

    CTL Business Group

    Undisclosed
    Undisclosed
    2 - 9
    Irvine, CA

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Business Valuation Services
    60% Investment Valuations
    50% Other
    View Profile Visit Website

Get personalized agency matches based on your project goals.