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AlTi Global, Inc. ALTI R2K

Financial Services · Asset Management · United States
https://alti-global.com

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.

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$3.30
-0.60% 1Y

Market & Price

Market Cap
$500.34M
Current Price
$3.30
High / Low (52W)
$5.19 / $3.13
Beta
0.75

Valuation

Stock P/E
-
Industry PE
12.01
Forward P/E
7.50
PEG Ratio
-
Book Value
$2.46
Price to Book
1.34
P/S
1.85
EV/EBITDA
-19.75
Dividend Yield
-

Profitability & Returns

ROCE
-9.40%
ROE
-12.87%
ROA
-3.73%
Profit Margin
-42.03%
Op Margin
-14.59%
EPS (Latest Qtr)
$0.01
EPS (TTM)
$-1.24

Balance Sheet & Liquidity

Debt/Equity
0.09
Quick Ratio
1.00
Current Ratio
1.10
Debt
$75.83M
Total Assets
$1.18B
Current Assets
$143.08M
Working Capital
$81.53M

Ownership

Promoter Holding
53.96%
Chg in Prom Hold
-1.66%
FII / Inst Holding
15.29%
Chg in FII Hold
-0.00%

Financial Snapshot

Enterprise Value
$1.01B
Total Revenue (TTM)
$270.97M
EBITDA
$-51.31M
Free Cash Flow
$26.53M
Operating Cash Flow
$-15.53M
Shares Outstanding
110.74M
Gross Margin
25.76%
Payout Ratio
0.00%

Growth (CAGR)

Revenue 5Y
49.13%
Profit 5Y
-644.66%
Revenue (YoY)
28.10%
Earnings (YoY)
-

PROS

  • Compounding revenue at 49.1% over 5 years.
  • Generates positive free cash flow.

CONS

  • Earnings shrank at -644.7% CAGR over 5 years.
  • Trading 36.4% below its 52-week high.
  • In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ALTI AlTi Global, Inc. R2K 3.30 - $500.34M - -9.40% -12.87% 49.13% -644.66%
2 JPM JPMorgan Chase & Co. SPX 299.31 14.33 $802.00B 2.00% - 16.47% 12.50% 14.83%
3 V Visa Inc. SPX 326.36 28.48 $620.65B 0.82% 38.38% 60.35% 10.92% 10.28%
4 MA Mastercard Incorporated SPX 493.98 28.57 $436.47B 0.70% 61.47% - 13.82% 14.66%
5 MS Morgan Stanley SPX 208.00 18.84 $328.08B 1.92% - 16.39% 9.52% 15.20%
6 GS The Goldman Sachs Group, Inc. SPX 1,025.56 18.73 $302.55B 1.76% - 14.55% 7.16% 15.11%
7 WFC Wells Fargo & Company SPX 77.54 11.98 $237.29B 2.32% - 12.03% 4.02% 15.98%
8 BLK BlackRock, Inc. SPX 1,046.88 26.32 $162.51B 2.19% 4.89% 11.90% 10.65% 2.36%
9 SCHW The Charles Schwab Corporation SPX 87.35 17.37 $151.91B 1.47% - 19.08% 4.83% 7.21%
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Quarterly Results

Figures in USD.

Metric Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue ---19.97M18.89M18.58M58.05M51.28M48.19M50.81M49.45M--57.09M53.13M57.24M88.25M73.11M
Cost of Revenue -------------40.42M44.60M41.45M64.42M56.27M
Gross Profit -------------16.67M8.53M15.79M23.83M16.83M
Operating Expenses -------------25.08M38.67M44.28M35.29M27.50M
Operating Income -87.22K-211.27K-239.38K1.17M1.08M-378.00K-43.44M-13.06M-25.07M-14.67M-14.96M---8.41M-30.15M-28.50M-11.46M-10.66M
EBITDA -------------6.91M-30.13M-52.08M-14.97M13.14M
Interest Expense -------------151.00K2.00K126.00K68.00K89.00K
Pretax Income -------------2.41M-34.75M-56.92M-19.80M8.35M
Tax Provision --------------1.62M-4.71M30.09M-5.12M-41.00K
Net Income -4.90M9.25M-5.86M899.00K965.00K-674.00K-68.74M42.74M-89.67M29.69M-6.40M--1.91M-24.36M-84.14M-13.11M7.70M
Diluted EPS ---129.24137.72-96.19-1.190.25-1.410.18-0.18-0.88--0.09-0.33-0.89-0.01

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue -76.87M221.15M198.39M254.96M
Cost of Revenue -51.23M169.19M156.12M189.79M
Gross Profit -25.64M51.95M42.27M65.16M
Operating Expenses -26.96M100.18M101.20M139.11M
Operating Income --1.32M-48.23M-58.93M-73.94M
EBITDA --2.71M-15.77M-86.54M-86.34M
Interest Expense -427.00K16.01M22.13M347.00K
Pretax Income --5.47M-42.17M-123.10M-105.13M
Tax Provision -527.00K-506.00K-20.86M18.59M
Net Income --5.88M-165.58M-103.03M-119.70M
Diluted EPS --839.87-4.75-1.58-1.54

Compounded Sales Growth

5 Years:49.13%
1 Year:28.10%

Compounded Profit Growth

5 Years:-644.66%
1 Year:-

Stock Price Performance

1 Year:-0.60%
6 Months:-17.50%
3 Months:-25.51%
1 Month:-2.94%

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2020Dec 2021Dec 2022Jan 2023Dec 2023Dec 2024Dec 2025
Total Assets 130.69K-91.99M-1.27B1.26B1.18B
Current Assets --34.31M-185.44M150.40M143.08M
Cash & Equivalents --7.13M-15.35M64.42M41.16M
Inventory -------
Receivables --19.54M-70.42M30.22M65.57M
Total Liabilities 113.78K-74.14M-483.80M285.64M301.66M
Current Liabilities 113.78K-21.01M-86.28M51.45M61.55M
Long Term Debt --21.19M-186.35M-883.00K
Total Debt --31.90M-242.48M63.05M62.56M
Total Equity 16.91K-17.53M1.01B352.14M658.40M600.11M
Shares Outstanding --57.49M-65.11M93.69M103.33M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -6.86M-146.70M-16.19M-51.44M
Investing Cash Flow --7.23M-133.64M-107.97M13.68M
Financing Cash Flow --345.00K98.66M174.31M12.00M
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-178.63M47.92M-26.91M
Share Buybacks --4.21M00
Dividends Paid 003.37M11.00K0

Ratios (Annual)

Figures in %.

Metric Dec 2021Dec 2022Dec 2023Dec 2024Dec 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

Insiders
53.96%
Institutions
15.29%
Public Float
33.22%

Top Institutional Holders

#Holder% HeldSharesValue
1 Allianz SE 19.60% 21.71M $71.63M
2 Blackrock Inc. 2.39% 2.65M $8.73M
3 Vanguard Capital Management LLC 1.48% 1.64M $5.40M
4 Geode Capital Management, LLC 1.04% 1.15M $3.79M
5 State Street Corporation 0.75% 835.71K $2.76M
6 Alti Global, Inc. 0.70% 773.17K $2.55M
7 Yorkville Advisors Global, LP 0.70% 773.00K $2.55M
8 BOKF, NA 0.32% 357.54K $1.18M
9 Charles Schwab Investment Management, Inc. 0.31% 346.99K $1.15M
10 Northern Trust Corporation 0.30% 330.72K $1.09M

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