Financial Services · Asset Management - Global
Price
$3.70
Market Cap
$549.4M
Employees
430
Beta
0.73
Avg Volume
212,404
CEO
Nancy Curtin
Business Description
AlTi Global, Inc., a New York-headquartered financial services firm, delivers comprehensive wealth and asset management solutions to a global clientele, including individuals, families, foundations, and institutions. The company provides a broad spectrum of services, ranging from discretionary and non-discretionary investment management to specialized trust and administration offerings. Its extensive family office services encompass intergenerational wealth transfer, multi-generational education, strategic financial planning, fiduciary oversight, outsourced CFO capabilities, philanthropic advisory, and bespoke lifestyle management. In addition to wealth management, AlTi Global offers robust merchant banking and corporate advisory services. These include merger and acquisition guidance, corporate brokerage, private placements, public company and initial public offering (IPO) advisory, independent board counsel, and structured finance solutions, catering to entrepreneurs and businesses. The firm’s core investment capabilities involve crafting investment strategies, optimizing asset allocation, rigorous manager selection, risk management, portfolio construction and implementation, and detailed reporting. AlTi Global actively manages or advises on substantial combined assets, structures co-investment opportunities in various alternative assets, and oversees both public and private investment funds. It also supports financial services professionals and provides specialized consulting in impact investing, along with manager selection, monitoring, and due diligence. Complementing these offerings are services like legal coordination, strategic business planning, estate planning, trustee placement research, tax planning, and concierge support. The company rebranded from Alvarium Tiedemann Holdings, Inc. to AlTi Global, Inc. in April 2023.
Business History
Price Overview
Price at report time · Jul 5, 4:08am (0m ago)
$3.70
Change · Jul 5
+0.01 (+0.27%)
Day Range
$3.66 – $3.80
52-Week Range
$2.75 – $5.45
50-Day MA
$3.38
200-Day MA
$3.92
Volume
127,796.00
Right now · live
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Real-time — the change above is the move since the report (over 0m).
Analyst Price Targets
Low
$9.00
Consensus
$9.00
High
$9.00
(1 analysts)
Share Structure
Outstanding
102,408,925.00
Float
59,652,686.00
Free Float
58.2%
Normal free float
— 58.2% of shares trade freely, ~41.8% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALCStock Price / EPS (Diluted)
-3.01
Stock Price: $3.70
EPS (Diluted): -1.23
EPS (Diluted): -1.23
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
0.77
Stock Price: $3.70
Total Equity: $600.11M
Shares: 99,868,230
Total Equity: $600.11M
Shares: 99,868,230
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
-6.98
Market Cap: $549.42M
Total Debt: $61.68M
Cash: $41.16M
EBITDA: -$86.34M
Total Debt: $61.68M
Cash: $41.16M
EBITDA: -$86.34M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$692.4M
Market Cap: $549.42M
Total Debt: $61.68M
Cash: $41.16M
Total Debt: $61.68M
Cash: $41.16M
P/S Ratio (Price per dollar of revenue)
APIStock Price / Revenue Per Share
1.82
Stock Price: $3.70
Revenue: $254.96M
Shares: 99,868,230
Revenue: $254.96M
Shares: 99,868,230
EV/Sales (Total value vs revenue — works when P/E can't)
API2.72
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
25.6%
Gross Profit: $65.16M
Revenue: $254.96M
Revenue: $254.96M
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
-29.0%
Operating Income: -$73.94M
Revenue: $254.96M
Revenue: $254.96M
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
-46.9%
Net Income: -$119.70M
Revenue: $254.96M
Revenue: $254.96M
ROE (Profit from shareholder equity)
APINet Income / Total Equity
-18.1%
Net Income: -$119.70M
Total Equity: $600.11M
Total Equity: $600.11M
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
-7.9%
Operating Income: -$73.94M
Tax Rate: -17.7%
Equity: $600.11M
Total Debt: $61.68M
Cash: $41.16M
Tax Rate: -17.7%
Equity: $600.11M
Total Debt: $61.68M
Cash: $41.16M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.73
Current Assets: $106.73M
Current Liabilities: $61.68M
Current Liabilities: $61.68M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.10
Short-Term Debt: $61.68M
Long-Term Debt: $0.00
Total Debt: $61.68M
Total Equity: $600.11M
Long-Term Debt: $0.00
Total Debt: $61.68M
Total Equity: $600.11M
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$2.55
Revenue: $254.96M
Shares: 99,868,230
Shares: 99,868,230
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$6.01
Total Equity: $600.11M
Shares: 99,868,230
Shares: 99,868,230
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$-0.52
Operating CF: -$51.44M
CapEx: -$815,000
Shares: 99,868,230
CapEx: -$815,000
Shares: 99,868,230
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $3.70
Stock Price: $3.70
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: -$119.70M
Net Income: -$119.70M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares ALTI against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jul 5, 2026 4:08am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $75.7M | $76.9M | $246.9M | $206.9M | $255.0M |
| Cost of Revenue | $47.4M | $51.2M | $208.3M | $169.9M | $189.8M |
| Gross Profit | $28.3M | $25.6M | $38.7M | $37.0M | $65.2M |
| Operating Expenses | $20.5M | $27.0M | $137.9M | $123.9M | $139.1M |
| Operating Income | $7.8M | -$1.3M | -$99.2M | -$86.8M | -$73.9M |
| Net Income | $3.9M | -$5.9M | -$165.6M | -$103.0M | -$119.7M |
| EBITDA | $6.8M | -$2.7M | -$290.2M | -$158.7M | -$86.3M |
| EPS | $-0.02 | $0.20 | $-2.70 | $-1.29 | $-1.23 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jul 5, 2026 4:08am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $17.5M | $7.1M | $15.3M | $65.5M | $41.2M |
| Total Current Assets | $67.4M | $34.3M | $185.4M | $143.2M | $106.7M |
| Total Assets | $133.8M | $92.0M | $1.3B | $1.3B | $1.2B |
| Current Liabilities | $55.2M | $21.0M | $86.3M | $78.1M | $61.7M |
| Long-Term Debt | $0 | $21.2M | $186.4M | $0 | $0 |
| Total Liabilities | $57.8M | $74.1M | $483.8M | $285.6M | $301.7M |
| Total Equity | $76.0M | $17.5M | $352.1M | $658.4M | $600.1M |
| Retained Earnings | $1.6M | $0 | -$193.5M | -$296.6M | -$418.0M |
Cash Flow (Annual)
Last updated: Jul 5, 2026 4:08am (just now)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $14.5M | $6.9M | -$81.7M | -$50.7M | -$51.4M |
| Capital Expenditure | $-415,228 | $-156,000 | $-630,000 | -$7.7M | $-815,000 |
| Free Cash Flow | $14.0M | $6.7M | -$82.3M | -$58.4M | -$52.3M |
| Acquisitions (net) | $3,998 | -$7.6M | -$118.8M | -$47.0M | -$6.6M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | $0 | $0 | -$4.2M | $0 | $0 |
| Net Change in Cash | $4.7M | $-908,999 | -$175.8M | $47.2M | -$24.3M |
Analyst Estimates (Annual)
Last updated: Jul 5, 2026 4:08am (just now)| Metric | 2024 | 2025 | 2026 | 2027 |
|---|---|---|---|---|
| Revenue |
$228.2M $228.2M – $228.2M
|
$254.9M $254.9M – $254.9M
|
$299.8M $299.8M – $299.8M
|
$332.0M $332.0M – $332.0M
|
| EBITDA |
-$93.6M -$93.6M – -$93.6M
|
-$104.6M -$104.6M – -$104.6M
|
-$123.0M -$123.0M – -$123.0M
|
-$136.2M -$136.2M – -$136.2M
|
| Net Income |
-$2.0M -$2.0M – -$2.0M
|
$28.0M $28.0M – $28.0M
|
$28.0M $28.0M – $28.0M
|
$43.9M $43.9M – $43.9M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jul 5, 2026 4:08am (just now)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +1.5% | +221.2% | -16.2% | +23.2% |
| Gross Profit Growth | -9.4% | +50.8% | -4.2% | +75.9% |
| Operating Income Growth | -117.0% | -7,430.3% | +12.5% | +14.9% |
| Net Income Growth | -249.4% | -2,713.7% | +37.8% | -16.2% |
| EBITDA Growth | -140.1% | -10,628.6% | +45.3% | +45.6% |
Insider Trading (Recent)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-07-02 | ALLIANZ SE | J-Other | 1,272,328.52 | $0.00 | $127 |
| 2026-07-02 | ALLIANZ SE | J-Other | 4,117.76 | $8.70 | $35,825 |
| 2026-06-16 | Keaney Timothy F | M-Exempt | 47,495.32 | $0.00 | $0 |
| 2026-06-17 | Keaney Timothy F | A-Award | 53,683.65 | $0.00 | $0 |
| 2026-06-16 | Keaney Timothy F | M-Exempt | 47,495.32 | $0.00 | $0 |
| 2026-06-16 | Bouzarif Ali | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-17 | Bouzarif Ali | A-Award | 34,736.48 | $0.00 | $0 |
| 2026-06-16 | Bouzarif Ali | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-16 | Corio Norma | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-17 | Corio Norma | A-Award | 34,736.48 | $0.00 | $0 |
| 2026-06-16 | Corio Norma | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-16 | Cetin Nazim | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-17 | Cetin Nazim | A-Award | 34,736.48 | $0.00 | $0 |
| 2026-06-16 | Cetin Nazim | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-16 | Wimmer Andreas | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-17 | Wimmer Andreas | A-Award | 34,736.48 | $0.00 | $0 |
| 2026-06-16 | Wimmer Andreas | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-16 | Brophy Warson Tracey | M-Exempt | 30,732.27 | $0.00 | $0 |
| 2026-06-17 | Brophy Warson Tracey | A-Award | 34,736.48 | $0.00 | $0 |
| 2026-06-16 | Brophy Warson Tracey | M-Exempt | 30,732.27 | $0.00 | $0 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ALTI — it's generated by the pipeline (
market-narrative step).
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My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.377 · 1648bd22 · 2026-07-04 14:36:23