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Directory / Asset valuation & financial / California
AF

Asset valuation & financial in California

Appraisers, financial and tax advisors, insurance, and final-expense.

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Type
3 providers in California
LA
Ladder
Life Insurance (EOL) · Palo Alto, California · National

Self-service 'ladder up/down' coverage

ListedPrivate (VC-backed)Since 2015
GM
GoFundMe (Memorial/Funeral)
Funeral Crowdfunding / Financing · Redwood City, California · National

Largest crowdfunding platform

ListedPrivate (PE/VC-backed)Since 2010
EL
Ever Loved
Funeral Crowdfunding / Financing · San Francisco, California · National

Combines memorial + fundraiser + vendor comparison

ListedPrivate, VC-backed (YC)Since 2017
How we vet asset valuation & financial

A credentialed, regulation-clean advisor or appraiser who discloses how they're paid.

Ratings, when shown, reflect responsiveness and service only — never the quality of an outcome.

Credentials that matter
  • Relevant license/credential (CFP, CPA, insurance license, or USPAP-compliant appraiser)
  • Fiduciary standard where applicable
What we check before listing
  • Verify credential via FINRA BrokerCheck / state licensing board
  • Confirm no disciplinary or regulatory actions
  • Confirm fee/commission structure is disclosed in writing
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