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AlTi Global, Inc.(ALTI)Earnings, Financials & Key Ratios
ALTI•NASDAQ•Banking & Credit
Price updated Jun 19, 2026
SectorFinancial ServicesIndustryGlobal Asset ManagementSub-IndustryWealth Managers and Family Offices
AboutAlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. 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.Show more
- Net Interest Income$1M+106.4%
- Total Revenue$255M+23.2%
- Net Income-$120M-16.2%
- Return on Equity-12.98%-10.4%
- Net Interest Margin0.09%+106.8%
- Efficiency Ratio54.56%-8.9%
- ROA-9.84%-20.5%
- Equity / Assets74.36%-3.7%
- Book Value per Share8.76-28.0%
ALTI Key Insights
AlTi Global, Inc. (ALTI) fundamental analysis — strengths, weaknesses & financial health based on data analysis
✓Strengths
- ✓Company is almost debt free
- ✓Efficient operations: 54.6% efficiency ratio
- ✓Well capitalized: 74.4% equity/assets
- ✓Diversified revenue: 99.4% from non-interest income
- ✓Trading at only 0.3x book value
✗Weaknesses
- ✗Profits declining 78.5% over 5 years
- ✗Weak Piotroski F-Score: 3/9
- ✗Weak NIM of 0.1%
- ✗Weak momentum: RS Rating 16 (bottom 16%)
- ✗Shares diluted 25.3% in last year
- ✗Trading more than 30% below 52-week high
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
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ALTI Price & Volume
AlTi Global, Inc. (ALTI) stock price & volume — 10-year historical chart
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ALTI Growth Metrics
AlTi Global, Inc. (ALTI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years29.05%
3 Years49.13%
TTM-
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM15.49%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM31.93%
Return on Capital
10 Years-5.05%
5 Years-4.55%
3 Years-9.89%
Last Year-6.45%
ALTI Recent Earnings
AlTi Global, Inc. (ALTI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (45%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 11, 2026Metric
Actual
Est
EPS
$0.08+33.3%
$0.06
Rev
$73M+14.6%
$64M
Q2 2026
Mar 31, 2026Metric
Actual
Est
EPS
$0.20-1100.0%
$0.02
Rev
$88M+1.9%
$87M
Q4 2025
Nov 12, 2025Metric
Actual
Est
EPS
$0.01-66.7%
$0.03
Rev
$57M-33.9%
$87M
Q3 2025
Aug 11, 2025Metric
Actual
Est
EPS
$0.09-400.0%
$0.03
Rev
$53M+2.4%
$52M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 11, 2026 | $0.08vs $0.06+33.3% | $73Mvs $64M+14.6% |
| Q2 2026 | Mar 31, 2026 | $0.20vs $0.02-1100.0% | $88Mvs $87M+1.9% |
| Q4 2025 | Nov 12, 2025 | $0.01vs $0.03-66.7% | $57Mvs $87M-33.9% |
| Q3 2025 | Aug 11, 2025 | $0.09vs $0.03-400.0% | $53Mvs $52M+2.4% |
Based on last 12 quarters of dataView full earnings history →
ALTI Peer Comparison
AlTi Global, Inc. (ALTI) competitors in Wealth Managers and Family Offices — business model, growth, and fundamentals comparison
| Company | Market Cap | Stock Price | P/E Ratio (TTM) | Revenue Growth 1Y | Net Margin | Return on Equity (ROE) | FCF Yield | Debt / Equity |
|---|---|---|---|---|---|---|---|---|
 AMG | 9.42B | 352.90 | 15.52 | 19.83% | 30.92% | 16.01% | 0.61 | |
 VRTS | 948.08M | 141.60 | 7.09 | -8% | 16.66% | 13.51% | 2.74 | |
 CNNE | 716.87M | 13.68 | -1.51 | -6.39% | -103.77% | -38.83% | 0.33 | |
 BEN | 17.17B | 33.05 | 36.32 | 3.45% | 8.99% | 5.64% | 0.94 | |
 IVZ | 12.5B | 28.14 | -17.58 | 5.11% | -3.69% | -1.74% | 0.78 | |
 APAM | 2.53B | 35.88 | 8.86 | 7.63% | 23.96% | 44.91% | 0.52 | |
 BX | 96.99B | 123.78 | 31.90 | 21.58% | 21.83% | 14.35% | 0.61 | |
 KKR | 86.49B | 97.01 | 41.46 | -10.99% | 12.45% | 3.19% | 0.67 |
Compare ALTI vs Peers
AlTi Global, Inc. (ALTI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ALTI Income Statement
AlTi Global, Inc. (ALTI) annual income statement — 10-year revenue, gross profit & net income history
10Y historyFree accessUpdated daily
| Metric | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|
Net Interest Income | -880.07K | -654.84K | -121.58K | -427K | -14.5M | -16.78M | 1.07M | 1.03M |
NII Growth % | - | 25.59% | 81.43% | -251.21% | -3296.02% | -15.74% | 106.4% | 307.16% |
Net Interest Margin % | -0.76% | -0.53% | -0.09% | -0.46% | -1.15% | -1.34% | 0.09% | 0.09% |
Interest Income | 186.51K | 339.46K | 275.42K | 0 | 0 | 5.36M | 1.42M | 1.32M |
Interest Expense | 1.07M | 994.3K | 397K | 427K | 14.5M | 22.15M | 347K | 285K |
Loan Loss Provision | 42.68M | 53.56M | 47.02M | 50.81M | 193.75M | 147.74M | 189.45M | 154.89M |
Non-Interest Income | 61.53M | 70.89M | 75.43M | 76.87M | 246.92M | 201.57M | 253.53M | 271.41M |
Non-Interest Income % | 99.7% | 99.52% | 99.64% | 100% | 100% | 97.41% | 99.44% | 99.52% |
Total Revenue | 61.72M▲ 0% | 71.23M▲ 15.4% | 75.7M▲ 6.3% | 76.87M▲ 1.5% | 246.92M▲ 221.2% | 206.94M▼ 16.2% | 254.96M▲ 23.2% | 272.73M▲ 0% |
Revenue Growth % | - | 15.41% | 6.29% | 1.54% | 221.21% | -16.19% | 23.21% | 111.25% |
Non-Interest Expense | 23.27M | 23.89M | 20.52M | 26.96M | 137.91M | 123.89M | 139.11M | 191.5M |
Efficiency Ratio | 37.71% | 33.54% | 27.11% | 35.07% | 55.85% | 59.87% | 54.56% | 70.22% |
Operating Income | -5.3M▲ 0% | -7.22M▼ 36.2% | 7.77M▲ 207.6% | -1.32M▼ 117.0% | -99.25M▼ 7430.3% | -86.85M▲ 12.5% | -73.94M▲ 14.9% | -73.96M▲ 0% |
Operating Margin % | -8.59% | -10.14% | 10.26% | -1.71% | -40.2% | -41.97% | -29% | -27.12% |
Operating Income Growth % | - | -36.2% | 207.59% | -116.97% | -7430.27% | 12.49% | 14.86% | - |
Pretax Income | -4.22M▲ 0% | -5.03M▼ 19.1% | 4.31M▲ 185.6% | -5.47M▼ 227.1% | -321.75M▼ 5781.0% | -195.44M▲ 39.3% | -105.13M▲ 46.2% | -103.13M▲ 0% |
Pretax Margin % | -6.85% | -7.06% | 5.69% | -7.12% | -130.31% | -94.44% | -41.23% | -37.81% |
Income Tax | 670.04K | -429.51K | 515K | 527K | -10.53M | -21.13M | 18.59M | 20.22M |
Effective Tax Rate % | -15.86% | 8.54% | 11.96% | -9.63% | 3.27% | 10.81% | -17.68% | -19.61% |
Net Income | -6.15M▲ 0% | -6.6M▼ 7.3% | 3.94M▲ 159.7% | -5.88M▼ 249.4% | -165.58M▼ 2713.7% | -103.03M▲ 37.8% | -119.7M▼ 16.2% | -113.91M▲ 0% |
Net Margin % | -9.97% | -9.27% | 5.2% | -7.66% | -67.06% | -49.79% | -46.95% | -41.77% |
Net Income Growth % | - | -7.29% | 159.65% | -249.4% | -2713.66% | 37.78% | -16.17% | 15.49% |
Net Income (Continuing) | -4.89M | -4.6M | 3.79M | -6M | -311.21M | -174.31M | -123.72M | -123.35M |
EPS (Diluted) | -0.00▲ 0% | -0.00▲ 0.0% | -0.02▼ 17900.0% | 0.20▲ 1211.1% | -2.70▼ 1450.0% | -1.29▲ 52.2% | -1.23▲ 4.7% | -1.14▲ 0% |
EPS Growth % | - | - | - | 1211.11% | -1450% | 52.22% | 4.65% | 31.93% |
EPS (Basic) | -0.00 | -0.00 | -0.02 | 0.20 | -2.70 | -1.29 | -1.23 | - |
Diluted Shares Outstanding | 57.49M | 57.49M | 57.49M | 57.49M | 61.4M | 79.69M | 99.87M | 99.87M |
ALTI Balance Sheet
AlTi Global, Inc. (ALTI) balance sheet — assets, liabilities & shareholders' equity
| Metric | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|
Cash & Short Term Investments | 9.26M | 11.31M | 17.5M | 7.13M | 15.35M | 65.49M | 41.16M | 159.13M |
Cash & Due from Banks | 9.25M | 11.31M | 17.49M | 7.13M | 15.35M | 65.49M | 41.16M | 39.72M |
Short Term Investments | 2.65K | 6.73K | 5.74K | 0 | 0 | 0 | 0 | 0 |
Total Investments | 15.76M | 16.57M | 19.98M | 197K | 180.09M | 176.19M | 144.33M | 149.88M |
Investments Growth % | - | 5.14% | 20.57% | -99.01% | 91315.23% | -2.16% | -18.08% | -41.24% |
Long-Term Investments | 15.76M | 16.56M | 19.97M | 197K | 180.09M | 176.19M | 144.33M | 600.09M |
Accounts Receivables | 6.65M | 7.93M | 12.03M | 19.54M | 70.42M | 33.62M | 65.57M | 34.37M |
Goodwill & Intangibles | 58.53M | 54.05M | 45.4M | 46.04M | 847.31M | 847.4M | 822.12M | 815.9M |
Goodwill | 27.92M | 25.24M | 20.03M | 25.46M | 411.63M | 377.84M | 385.97M | 384.59M |
Intangible Assets | 30.61M | 28.82M | 25.38M | 20.58M | 435.68M | 469.56M | 436.16M | 431.32M |
PP&E (Net) | 1.36M | 1.25M | 1.02M | 11.07M | 50.84M | 66.58M | 46.69M | 45.72M |
Other Assets | 0 | 0 | 0 | 365K | 2.61M | 942K | -144.33M | -149.88M |
Total Current Assets | 40.32M | 50.91M | 67.44M | 34.31M | 185.44M | 143.21M | 106.73M | 74.08M |
Total Non-Current Assets | 75.64M | 71.86M | 66.4M | 57.67M | 1.08B | 1.11B | 868.94M | 861.62M |
Total Assets | 115.96M▲ 0% | 122.78M▲ 5.9% | 133.84M▲ 9.0% | 91.99M▼ 31.3% | 1.27B▲ 1276.6% | 1.26B▼ 0.8% | 1.18B▼ 6.3% | 1.14B▲ 0% |
Asset Growth % | - | 5.88% | 9.01% | -31.27% | 1276.57% | -0.83% | -6.32% | -36.42% |
Return on Assets (ROA) | -5.31% | -5.53% | 3.07% | -5.21% | -24.38% | -8.17% | -9.84% | -9.67% |
Accounts Payable | 1.92M | 2.49M | 2.94M | 8.07M | 40.58M | 37.53M | 48.64M | 0 |
Total Debt | 12.28M | 12.52M | 14.1M | 31.9M | 242.48M | 63.05M | 61.67M | 77.24M |
Net Debt | 3.03M | 1.21M | -3.39M | 24.77M | 227.13M | -2.44M | 20.52M | 37.52M |
Long-Term Debt | 11.47M | 11.92M | 0 | 21.19M | 186.35M | 0 | 0 | 16.46M |
Short-Term Debt | 36.61K | 93.21K | 13.93M | 0 | 0 | 0 | 61.67M | 6.35M |
Other Liabilities | 742.54K | 246.03K | 0 | 21.14M | 140.87M | 133.56M | 230.29M | 168.56M |
Total Current Liabilities | 17.07M | 22.71M | 55.21M | 21.01M | 86.28M | 78.05M | 61.67M | 6.35M |
Total Non-Current Liabilities | 15.45M | 15.04M | 2.64M | 53.12M | 397.52M | 207.59M | 239.98M | 249.34M |
Total Liabilities | 32.52M | 37.76M | 57.85M | 74.14M | 483.8M | 285.64M | 301.66M | 255.69M |
Total Equity | 83.45M▲ 0% | 85.02M▲ 1.9% | 75.99M▼ 10.6% | 17.85M▼ 76.5% | 782.49M▲ 4283.0% | 970.2M▲ 24.0% | 874.79M▼ 9.8% | 882.52M▲ 0% |
Equity Growth % | - | 1.89% | -10.62% | -76.51% | 4282.98% | 23.99% | -9.83% | -26.86% |
Equity / Assets (Capital Ratio) | 71.96% | 69.25% | 56.78% | 19.41% | 61.79% | 77.26% | 74.36% | 77.54% |
Return on Equity (ROE) | -7.38% | -7.84% | 4.89% | -12.54% | -41.38% | -11.76% | -12.98% | -12.55% |
Book Value per Share | 1.45 | 1.48 | 1.32 | 0.31 | 12.74 | 12.17 | 8.76 | 8.84 |
Tangible BV per Share | 0.43 | 0.54 | 0.53 | -0.49 | -1.06 | 1.54 | 0.53 | 0.67 |
Common Stock | 9.02K | 9.47K | 10.03K | 18.61M | 7K | 9K | 10K | 10K |
Additional Paid-in Capital | 26.59M | 29.56M | 43.33M | 0 | 536.51M | 652.86M | 0 | 676.1M |
Retained Earnings | 26.35M | 21.94M | 1.59M | 0 | -193.53M | -296.56M | -418.01M | -410.31M |
Accumulated OCI | 30.16M | 31.35M | 31.04M | -1.08M | 9.15M | -1.57M | 4.97M | 6.39M |
Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -5.69M |
Preferred Stock | 0 | 0 | 0 | 0 | 0 | 303.67M | 2.41M | 352.21M |
ALTI Cash Flow Statement
AlTi Global, Inc. (ALTI) cash flow — operating, investing & free cash flow history
| Metric | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 | TTM |
|---|---|---|---|---|---|---|---|---|
Cash from Operations | 3.23M | 3.33M | 14.45M | 6.86M | -81.71M | -50.65M | -51.44M | -15.96M |
Operating CF Growth % | - | 3.24% | 333.93% | -52.55% | -1291.4% | 38.01% | -1.55% | 4016.41% |
Net Income | -4.89M | -3.38M | 1.95M | -5.88M | -311.21M | -174.31M | -123.72M | -113.91M |
Depreciation & Amortization | 7.37M | 6.36M | 6.28M | 2.34M | 17.04M | 14.55M | 18.45M | 18.8M |
Deferred Taxes | 670.04K | -315.16K | -536.46K | 0 | -12.39M | -24.05M | 16.7M | 18.63M |
Other Non-Cash Items | 7.48M | -682.26K | 4.36M | 1.6M | 209.14M | 95.25M | 27.84M | 40.06M |
Working Capital Changes | -7.41M | 1.34M | 2.41M | 5.08M | -21.04M | 20.45M | -21.03M | 8.68M |
Cash from Investing | -18.41M | -2.5M | -9.75M | -7.23M | -132.95M | -75.69M | 13.68M | -6.23M |
Purchase of Investments | -32.55K | -78.9K | -170.21K | 0 | -15.69M | -20.38M | -10.45M | -10.43M |
Sale/Maturity of Investments | 27.7K | 224.36K | 102.74K | 0 | 2.11M | 818K | 188K | -20.54M |
Net Investment Activity | -4.86K | 145.46K | -67.47K | 0 | -13.58M | -19.56M | -10.26M | -30.97M |
Acquisitions | -10.66M | 71.07K | 4K | -8.01M | -118.81M | -47.02M | -6.56M | 0 |
Other Investing | -7.32M | -2.34M | -9.27M | 935K | 75K | -1.39M | 31.3M | 24.73M |
Cash from Financing | 7.33M | 422.54K | -38.75K | -345K | 36.02M | 174.26M | 12M | 8.33M |
Dividends Paid | -13.55M | -186.86K | -8.58M | -9.84M | -11.86M | -6.77M | 0 | -5.08M |
Share Repurchases | 0 | 0 | 0 | 0 | -4.21M | 0 | 0 | -2.85M |
Stock Issued | 13.77M | 1.92M | 346.46M | 0 | 0 | 94.66M | 0 | 18.47M |
Net Stock Activity | 13.77M | 1.92M | 346.46M | 0 | -4.21M | 94.66M | 0 | 15.62M |
Debt Issuance (Net) | 1000K | -303.63K | -1000K | 1000K | 1000K | -1000K | 126K | -692K |
Other Financing | -969.31K | -1.01M | -334.57M | 0 | -10.95M | -19.62M | -6.59M | -1.51M |
Net Change in Cash | -7.97M▲ 0% | 1.24M▲ 115.6% | 4.66M▲ 275.9% | -909K▼ 119.5% | -175.84M▼ 19244.5% | 47.25M▲ 126.9% | -24.34M▼ 151.5% | -13.13M▲ 0% |
Exchange Rate Effect | -112.52K | -10.11K | -2.54K | -193K | 2.79M | -673K | 1.42M | 723K |
Cash at Beginning | 17.22M | 7.06M | 8.3M | 8.04M | 194.09M | 18.25M | 65.49M | 41.16M |
Cash at End | 9.25M | 8.3M | 12.96M | 7.13M | 18.25M | 65.49M | 41.16M | 39.72M |
Interest Paid | 0 | 0 | 0 | 622K | 14.08M | 16.71M | 37K | 0 |
Income Taxes Paid | 0 | 0 | 0 | 0 | 848K | 1.47M | 2.32M | 0 |
Free Cash Flow | -4.53M▲ 0% | 2.95M▲ 165.1% | 14.04M▲ 376.0% | 6.7M▼ 52.3% | -82.34M▼ 1328.5% | -58.37M▲ 29.1% | -52.25M▲ 10.5% | -15.96M▲ 0% |
FCF Growth % | - | 165.08% | 375.99% | -52.25% | -1328.53% | 29.11% | 10.47% | 78.33% |
ALTI Banking Ratios
AlTi Global, Inc. (ALTI) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|---|---|
Return on Equity (ROE) | -7.84% | 4.89% | -12.54% | -41.38% | -11.76% | -12.98% | -12.55% |
Return on Assets (ROA) | -5.53% | 3.07% | -5.21% | -24.38% | -8.17% | -9.84% | -9.67% |
Net Interest Margin | -0.53% | -0.09% | -0.46% | -1.15% | -1.34% | 0.09% | 0.09% |
Efficiency Ratio | 33.54% | 27.11% | 35.07% | 55.85% | 59.87% | 54.56% | 70.22% |
Equity / Assets | 69.25% | 56.78% | 19.41% | 61.79% | 77.26% | 74.36% | 77.54% |
Book Value / Share | 1.48 | 1.32 | 0.31 | 12.74 | 12.17 | 8.76 | 8.84 |
NII Growth | 25.59% | 81.43% | -251.21% | -3296.02% | -15.74% | 106.4% | 108.73% |
Dividend Payout | - | 217.87% | - | - | - | - | -4.46% |
Related:ALTI Dividend History·ALTI Revenue History·ALTI Price History·ALTI P/E History·ALTI Financial Ratios·ALTI Institutional Holders
ALTI SEC Filings & Documents
AlTi Global, Inc. (ALTI) SEC filings — annual & quarterly reports (10-K, 10-Q)
ALTI Frequently Asked Questions
AlTi Global, Inc. (ALTI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
AlTi Global, Inc. (ALTI) grew revenue by 23.2% over the past year. This is strong growth.
AlTi Global, Inc. (ALTI) reported a net loss of $113.9M for fiscal year 2025.
Dividend & Returns
AlTi Global, Inc. (ALTI) has a return on equity (ROE) of -13.0%. Negative ROE indicates the company is unprofitable.
Industry Metrics
AlTi Global, Inc. (ALTI) has a net interest margin (NIM) of 0.1%. NIM has been under pressure due to interest rate environment.
AlTi Global, Inc. (ALTI) has an efficiency ratio of 54.6%. This is excellent, indicating strong cost control.