Company Information

Get to know Root Valuation

Founded in 2011, Root Valuation is a specialized professional services firm that delivers independent and objective business valuation, ESOP (Employee Stock Ownership Plan) advisory, and financial advisory services. The company primarily serves privately-held businesses, business owners, and their fiduciaries. Their core services include valuations for purposes such as financial reporting (ASC 820, ASC 718), tax compliance, strategic planning, litigation support, and structuring and analyzing ESOP transactions.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Root Valuation

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.