AlTi Global, Inc. ALTI R2KFINANCIAL
Company Overview
AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.
Why Investors Should Care
Revenue has grown at a 49.1% CAGR over the past five years.
Carries low leverage with a debt-to-equity ratio of 0.09.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $254.96M (+28.5% YoY); net profit $-119.70M.
- Trailing 12 Months Year-on-year growth — revenue +28.1%.
- 5-Year Trend Long-term compounding — revenue CAGR 49.1%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 49.13% |
| 1 Year: | 28.10% |
Stock Price Performance
| 1 Year: | -31.51% |
| 6 Months: | -27.54% |
| 3 Months: | +0.67% |
| 1 Month: | -30.88% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)27.77 · Oversold
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 49.1% over 5 years.
- Generates positive free cash flow.
CONS
- Trading 42.2% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ALTI AlTi Global, Inc. R2KFINANCIAL | 3.00 | -2.42 | $332.23M | 0.00% | -6.63% | -12.87% | 49.13% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | 19.97M | 18.89M | 18.58M | 58.05M | 51.28M | 48.19M | 50.81M | 49.45M | - | - | 57.09M | 53.13M | 57.24M | 88.25M | 73.11M | 58.02M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | 40.42M | 44.60M | 41.45M | 64.42M | 56.27M | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | 16.67M | 8.53M | 15.79M | 23.83M | 16.83M | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | 25.08M | 38.67M | 44.28M | 35.29M | 27.50M | - |
| Operating Income | -87.22K | -211.27K | -239.38K | 1.17M | 1.08M | -378.00K | -43.44M | -13.06M | -25.07M | -14.67M | -14.96M | - | - | -8.41M | -30.15M | -28.50M | -11.46M | -10.66M | -10.85M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | 6.91M | -30.13M | -52.08M | -14.97M | 13.14M | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | 151.00K | 2.00K | 126.00K | 68.00K | 89.00K | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | 2.41M | -34.75M | -56.92M | -19.80M | 8.35M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | -1.62M | -4.71M | 30.09M | -5.12M | -41.00K | - |
| Net Income | -4.90M | 9.25M | -5.86M | 899.00K | 965.00K | -674.00K | -68.74M | 42.74M | -89.67M | 29.69M | -6.40M | - | - | 1.91M | -24.36M | -84.14M | -13.11M | 7.70M | -23.47M |
| Diluted EPS | - | - | - | 129.24 | 137.72 | -96.19 | -1.19 | 0.25 | -1.41 | 0.18 | -0.18 | -0.88 | - | -0.09 | -0.33 | -0.89 | - | 0.01 | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 76.87M | 221.15M | 198.39M | 254.96M |
| Cost of Revenue | - | 51.23M | 169.19M | 156.12M | 189.79M |
| Gross Profit | - | 25.64M | 51.95M | 42.27M | 65.16M |
| Operating Expenses | - | 26.96M | 100.18M | 101.20M | 139.11M |
| Operating Income | - | -1.32M | -48.23M | -58.93M | -73.94M |
| EBITDA | - | -2.71M | -15.77M | -86.54M | -86.34M |
| Interest Expense | - | 427.00K | 16.01M | 22.13M | 347.00K |
| Pretax Income | - | -5.47M | -42.17M | -123.10M | -105.13M |
| Tax Provision | - | 527.00K | -506.00K | -20.86M | 18.59M |
| Net Income | - | -5.88M | -165.58M | -103.03M | -119.70M |
| Diluted EPS | - | -839.87 | -4.75 | -1.58 | -1.54 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Dec 2022 | Jan 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Total Assets | 130.69K | - | 91.99M | - | 1.27B | 1.26B | 1.18B |
| Current Assets | - | - | 34.31M | - | 185.44M | 150.40M | 143.08M |
| Cash & Equivalents | - | - | 7.13M | - | 15.35M | 64.42M | 41.16M |
| Inventory | - | - | - | - | - | - | - |
| Receivables | - | - | 19.54M | - | 70.42M | 30.22M | 65.57M |
| Total Liabilities | 113.78K | - | 74.14M | - | 483.80M | 285.64M | 301.66M |
| Current Liabilities | 113.78K | - | 21.01M | - | 86.28M | 51.45M | 61.55M |
| Long Term Debt | - | - | 21.19M | - | 186.35M | - | 883.00K |
| Total Debt | - | - | 31.90M | - | 242.48M | 63.05M | 62.56M |
| Total Equity | 16.91K | - | 17.53M | 1.01B | 352.14M | 658.40M | 600.11M |
| Shares Outstanding | - | - | 57.49M | - | 65.11M | 93.69M | 103.33M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 6.86M | -146.70M | -16.19M | -51.44M |
| Investing Cash Flow | - | -7.23M | -133.64M | -107.97M | 13.68M |
| Financing Cash Flow | - | -345.00K | 98.66M | 174.31M | 12.00M |
| Capital Expenditure | - | -156.00K | -334.00K | -7.56M | -815.00K |
| Free Cash Flow | - | 6.70M | -147.03M | -23.75M | -52.25M |
| Net Change in Cash | - | -716.00K | -178.63M | 47.92M | -26.91M |
| Share Buybacks | - | - | 4.21M | 0 | 0 |
| Dividends Paid | 0 | 0 | 3.37M | 11.00K | 0 |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | 33.4% | 23.5% | 21.3% | 25.6% |
| Operating Margin % | - | -1.7% | -21.8% | -29.7% | -29.0% |
| Net Margin % | - | -7.7% | -74.9% | -51.9% | -46.9% |
| ROE % | - | -33.6% | -47.0% | -15.6% | -19.9% |
| ROCE % | - | -1.9% | -4.1% | -4.9% | -6.6% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Allianz SE | 18.86% | 21.71M | $87.05M |
| 2 | Blackrock Inc. | 2.76% | 3.18M | $12.76M |
| 3 | Vanguard Capital Management LLC | 1.75% | 2.01M | $8.08M |
| 4 | Geode Capital Management, LLC | 1.12% | 1.29M | $5.17M |
| 5 | State Street Corporation | 0.74% | 847.25K | $3.40M |
| 6 | BlueCrest Capital Management Ltd | 0.72% | 825.00K | $3.31M |
| 7 | Alti Global, Inc. | 0.67% | 773.17K | $3.10M |
| 8 | Northern Trust Corporation | 0.35% | 400.72K | $1.61M |
| 9 | Charles Schwab Investment Management, Inc. | 0.32% | 369.49K | $1.48M |
| 10 | BOKF, NA | 0.31% | 357.54K | $1.43M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ALTI
AlTi Global (ALTI) Q2 2026 Earnings Call Transcript
Management fees grew 11% as AUM hit $51.4 billion on organic inflows.
AlTi Global Takes $20M Loss on External Manager
On speculation the firm could be in talks for a sale, AlTi’s interim CEO said a special committee was still reviewing strategic options.
AlTi Global Inc (ALTI) (Q2 2026) Earnings Call Highlights: Revenue Climbs 11% to $58M Amid ...
AlTi Global Inc (ALTI) reports strong organic growth with $700M in net inflows, but faces a $19M unrealized loss from an external manager's fund unwind.
AlTi Global Q2 Earnings Call Highlights
AlTi Global (NASDAQ:ALTI) reported second-quarter 2026 revenue growth and higher assets under management, while an unexpected wind-down of an external Asian credit strategy led to a nearly $19 million unrealized investment loss and a wider …
AlTi Global, Inc. (ALTI) Reports Q2 Loss, Misses Revenue Estimates
ALTI GLOBAL INC (ALTI) delivered earnings and revenue surprises of -250.00% and -6.11%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
AlTi Global, Inc. Reports Second Quarter 2026 Financial Results
NEW YORK, August 10, 2026--AlTi Global, Inc. (NASDAQ: ALTI) ("AlTi" or the "Company"), a leading independent global wealth manager with $96 billion in assets, today announced financial results for the second quarter ended June 30, 2026.…
ALTI — Frequently Asked Questions
What is the current share price of AlTi Global, Inc. (ALTI)?
As of 2026-09-07 16:24 PDT, AlTi Global, Inc. (ALTI) trades at $3.00 on NasdaqCM. Its 52-week range is $2.81 to $5.19.
What is the market capitalisation of ALTI?
AlTi Global, Inc. (ALTI) has a market capitalisation of $332.23M on NasdaqCM.
What is the P/E ratio of ALTI?
ALTI trades at a trailing price-to-earnings (P/E) ratio of -2.42. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 1.81.
What is the return on equity (ROE) of ALTI?
ALTI has a return on equity (ROE) of -12.87%. Its return on capital employed (ROCE) is -6.63%.
Is ALTI a good stock to buy?
This page provides a data-driven analysis of AlTi Global, Inc. (ALTI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.