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%, profit CAGR -644.7%.
Growth & Price Performance
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: | -12.47% |
| 6 Months: | -12.90% |
| 3 Months: | -5.54% |
| 1 Month: | +16.99% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)54.65 · Neutral
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
- Earnings shrank at -644.7% CAGR over 5 years.
- Trading 31.0% 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. R2K | 3.58 | -2.89 | $396.46M | 0.00% | -9.40% | -12.87% | 49.13% | -644.66% |
| 2 | JPM JPMorgan Chase & Co. SPX | 346.91 | 16.61 | $929.55B | 1.87% | - | 16.47% | 5.35% | 7.56% |
| 3 | BRK-B Berkshire Hathaway Inc. SPX | 488.35 | 14.54 | $682.86B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPX | 355.14 | 30.99 | $589.43B | 0.75% | 37.15% | 60.35% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPX | 535.21 | 30.99 | $469.40B | 0.65% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPX | 61.59 | 15.28 | $432.24B | 1.88% | - | 10.64% | 6.00% | 3.49% |
| 7 | MS Morgan Stanley SPX | 228.55 | 20.70 | $360.49B | 1.76% | - | 16.39% | 3.76% | 9.66% |
| 8 | GS The Goldman Sachs Group, Inc. SPX | 1,152.07 | 17.79 | $339.87B | 1.58% | - | 16.95% | - | 2.21% |
| 9 | WFC Wells Fargo & Company SPX | 87.51 | 13.53 | $267.80B | 2.11% | - | 12.03% | 4.02% | 15.98% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 | 19.60% | 21.71M | $75.11M |
| 2 | Blackrock Inc. | 2.39% | 2.65M | $9.16M |
| 3 | Vanguard Capital Management LLC | 1.48% | 1.64M | $5.67M |
| 4 | Geode Capital Management, LLC | 1.04% | 1.15M | $3.97M |
| 5 | State Street Corporation | 0.75% | 835.71K | $2.89M |
| 6 | Alti Global, Inc. | 0.70% | 773.17K | $2.68M |
| 7 | Yorkville Advisors Global, LP | 0.70% | 773.00K | $2.67M |
| 8 | BOKF, NA | 0.32% | 357.54K | $1.24M |
| 9 | Charles Schwab Investment Management, Inc. | 0.31% | 346.99K | $1.20M |
| 10 | Northern Trust Corporation | 0.30% | 330.72K | $1.14M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for ALTI
Family Offices Turning to "Purpose of Wealth" to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds
NEW YORK, June 29, 2026--AlTi Global, Inc. ("AlTi" or "AlTi Tiedemann Global") (NASDAQ: ALTI), a leading independent global wealth manager with approximately $90 billion in combined assets, today released early findings from the 2026 AlTi T…
AlTi Global CFO Michael Harrington to Retire
Patrick Keenan, 36, will take over as CFO at the end of the month in what the $90 billion wealth manager calls a planned transition following leadership changes.
AlTi Global Announces Chief Financial Officer Succession to Support Next Phase of Growth
NEW YORK, June 25, 2026--As AlTi Global, Inc. ("AlTi" or the "Company") (NASDAQ: ALTI) continues to execute its long-term strategy and strengthen its position as a leading global wealth manager, the Company today announced that Patrick Keen…
Jason Kow Completes Acquisition of Queensgate Investments from AlTi Global
Jason Kow has completed the acquisition of 100% of Queensgate Investments ("Queensgate") from AlTi Tierdermann, (overseeing approximately USD 77 billion in assets).
Discovering AlTi Global And 2 Other Promising Penny Stocks
Over the last 7 days, the United States market has remained flat, although it has risen 24% over the past year. In this context, identifying stocks with strong financials and growth potential is key to navigating current market conditions. …
AlTi Global to deploy Nevis AI platform across global adviser base
The system will be used by advisers and support staff to handle meetings, administrative work and other operational tasks.
ALTI — Frequently Asked Questions
What is the current share price of AlTi Global, Inc. (ALTI)?
As of 2026-07-15 16:51 PDT, AlTi Global, Inc. (ALTI) trades at $3.58 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 $396.46M on NasdaqCM.
What is the P/E ratio of ALTI?
ALTI trades at a trailing price-to-earnings (P/E) ratio of -2.89. The industry average P/E is 13.52. Its price-to-book (P/B) ratio is 1.41.
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 -9.40%.
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.