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AlTi Global, Inc.

AlTi Global, Inc.

NASDAQ•ALTI
CEO: Mr. Michael Glenn Tiedemann
Sector: Financial Services
Industry: Asset Management - Global
Listing Date: 2021-04-27
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, 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. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.
Contact Information
520 Madison Avenue, 26th Floor, New York, NY, 10022, United States
212-396-5904
alti-global.com
Market Cap
$614.70M
P/E (TTM)
-2.9
0
Dividend Yield
--
52W High
$4.84
52W Low
$2.33
52W Range
80%
Rank57Top 72.6%
2.8
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 2.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2024

Financial Dashboard

Q3 2025 Data

Revenue

$57.24M+7.30%
4-Quarter Trend

EPS

-$0.84+6.33%
4-Quarter Trend

FCF

$0.00-100.00%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Revenue Rises Amid Restructuring Total revenues reached $57.2M for the quarter, up $5.4M, driven by strong market performance despite TIG Arbitrage outflows.
Assets Under Advisement Scale AUA reached $89.2B as of September 30, 2025, reflecting growth in wealth management advisory services across continents.
Strategic Segment Disposal Complete International Real Estate segment disposed of in Q3 2025, resulting in a $30.8M loss from discontinued operations for nine months.
Equity Issuances Finalized Allianz exercised Tranche Right, issuing $18.5M in Series A Preferred Stock; Constellation Warrants remain unexercised as of period end.

Risk Factors

Continuing Operations Net Loss Net loss from continuing operations widened to $(109.0M) for nine months, compared to $(37.9M) loss last year period.
Internal Control Material Weaknesses Material weaknesses in internal controls over financial reporting persist regarding process and IT controls; remediation testing ongoing through 2025.
Total Assets Declining Trend Total assets decreased to $1.15B as of September 30, 2025, down from $1.26B at year-end 2024, reflecting asset sales.
Litigation and Regulatory Exposure Significant litigation exposure remains regarding Home REIT matters; management cannot estimate ultimate loss contingency reserve as outcome is uncertain.

Outlook

Focus on Wealth Management Company now operates as one reportable segment, focusing entirely on Wealth & Capital Solutions following International Real Estate disposal.
Kontora Integration Underway Kontora acquisition finalized in April 2025; purchase price allocation preliminary, subject to measurement period adjustments within one year.
Monitoring Macroeconomic Headwinds Operations impacted by elevated inflation and Federal Reserve interest rate changes; full impact on financial results remains uncertain.
Remediation Plan Progress Management made progress on internal control remediation plan, expecting to incur additional material costs to complete testing through 2025.

Peer Comparison

Revenue (TTM)

AlTi Global, Inc.ALTI
$221.66M
-9.6%

Gross Margin (Latest Quarter)

AlTi Global, Inc.ALTI
16.0%
-5.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ALTI$614.70M-2.9-21.9%5.2%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
2.4%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
0%
Cash Flow Needs Attention

Research & Insights

Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 13, 2025|
    Revenue: $57.24M+7.3%
    |
    EPS: $-0.84+6.3%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 11, 2025|
    Revenue: $53.13M+7.4%
    |
    EPS: $-0.33+294.7%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 12, 2025|
    Revenue: $57.96M+14.1%
    |
    EPS: $-0.04-110.4%
    Miss
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Mar 17, 2025|
    Revenue: $206.94M-17.5%
    |
    EPS: $-1.29+52.2%
    Miss
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 12, 2024|
    Revenue: $53.34M+8.3%
    |
    EPS: $-0.79-44.0%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 9, 2024|
    Revenue: $49.45M-4.7%
    |
    EPS: $-0.08-12042.9%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 10, 2024|
    Revenue: $50.81M-12.5%
    |
    EPS: $0.38-23850.0%
    Meet
  • Form 10-K/A - FY 2023

    Period End: Dec 31, 2023|Filed: Apr 5, 2024|
    Revenue: $250.88M+226.4%
    |
    EPS: $-2.70-1450.0%
    Miss