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Companies / Financials / AlTi Global, Inc.
ALTI

AlTi Global, Inc.

FinancialsBanks & Brokers
Ticker ALTINEW YORK, NYFiscal year ends DecemberBook value per share $5.67Diluted shares 108.0M

AlTi Global, Inc. (Nasdaq: ALTI) provides wealth management and investment services to high- and ultra-high-net-worth individuals and families, single-family offices, foundations, endowments and institutions. Its services include discretionary investment management, investment advice, estate and wealth planning, trust… From the company’s description.

Over the twelve months to Jun 30, 2026, AlTi Global, Inc. reported revenue of $274.99M, up 26.3% from a year earlier, and a net loss of $113.15M. Its pre-tax margin was −18.8%. In fiscal 2025, it reported revenue of $254.96M, up 23.2% from fiscal 2024, and a net loss of $123.72M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-30
Sales & profitability
$254.96MFY2025
+23.2% year over year
Last 12 mo $274.99M
-29.00%FY2025
+13 percentage points
Last 12 mo -18.84%
$-123.72MFY2025
+29.0% year over year
Last 12 mo $-113.15M
-15.15%FY2025
−19.1 percentage points
Last 12 mo -18.47%
Cash & financing
$-51.44MFY2025
−1.5% year over year
Last 12 mo $1.54M
$-52.24MFY2025
+10.5% year over year
Last 12 mo $0.80M
0.00FY2025
Was 0.00× a year earlier
Last 12 mo 0.02
99.9MFY2025
+25.3% year over year
Last 12 mo 108.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What AlTi Global, Inc. does

In the company’s own words

AlTi Global, Inc. (Nasdaq: ALTI) provides wealth management and investment services to high- and ultra-high-net-worth individuals and families, single-family offices, foundations, endowments and institutions. Its services include discretionary investment management, investment advice, estate and wealth planning, trust and fiduciary services, family office administration, governance, philanthropy and outsourced chief investment officer solutions. The company also provides clients access to alternative investments and earns fees from its internally managed fund and investments in external fund managers. Its alternatives platform includes TIG Arbitrage, an event-driven merger arbitrage strategy, and interests in managers focused on real estate bridge lending, European equities and Asian credit. AlTi operates as one reportable segment, following the 2025 disposal of its International Real Estate businesses. The company was formed through the combination of Tiedemann Wealth Management, the TIG entities and Alvarium. As of December 31, 2025, it managed or advised approximately $93.1 billion in combined assets and had approximately 490 professionals in 19 cities across nine countries. Its website is www.alti-global.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
NEW YORK, NY
Fiscal year end
December
CIK
1838615
SIC
6282

Financial performance, year by year

Fiscal 2021–2025 · USD
$-369.84M$-193.97M$-18.11M$157.75M$333.61M202120222023202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns AlTi Global, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

84
funds hold it
0 of 35
superinvestors hold it
$21.68M
held by funds, at market
5.3%
of shares held by funds

Largest fund holders · AlTi Global, Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.01%of fund net assets
VANGUARD EXTENDED MARKET INDEX FUND
VXF · VANGUARD INDEX FUNDS
0.00%of fund net assets
Fidelity Small Cap Index Fund
FSSNX · Fidelity Salem Street Trust
—of fund net assets
iShares Russell 2000 Value ETF
IWN · iShares Trust
0.01%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do AlTi Global, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of AlTi Global, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
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