AlTi Global, Inc. ALTI R2K
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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Valuation
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Growth (CAGR)
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
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
No fundamental data available for this stock.
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).
| # | Name | CMP $ | P/E | Mkt Cap | Div 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% |
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 |
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 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 | $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 |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
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