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NASDAQ · INVESTMENT ADVICE

AlTi Global, Inc. ALTI

5 fiscal years on record · USD · FY2025 reported · SEC filings only
$255.0M
▲ 28.5% YoY
$-119.7M
$-52.2M

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

In brief

What this company does

AlTi Global, Inc. provides wealth management and Outsourced Chief Investment Officer (OCIO) clients with services including discretionary investment management, non-discretionary investment advisory services, estate and wealth planning, trust and fiduciary services, governance and education, philanthropy and purposeful giving, and family office services. As of December 31, 2025, it had approximately 490 professionals operating in 19 cities in 9 countries across three continents. It manages or advises approximately $93.1 billion in combined assets as of December 31, 2025. Its business is currently organized into one operating segment. It diversifies its clients' portfolios across risk factors, geographies, and asset classes, including private equity, private credit, hedge funds, real estate, infrastructure and other assets, through third-party managers. In its alternatives platform, it has one internally managed fund and stakes in three Externally-Managed Funds. AlTi was formed as a combination of TWMH, the TIG Entities, and Alvarium.

Written from the business description in AlTi Global, Inc.'s annual report to the U.S. Securities and Exchange Commission, filed 31 March 2026. Every sentence was checked against that document before publication.

Growth

USD 255.0M
Revenue, FY2025 · full 5-year series below
Revenue $M Net income $M
FY2025 · Revenue 255.0 · Net income -119.7
100M200M-100M-200M
202120242025
Compound annual growth
+49.1%
3 yrs
5 yrs
10 yrs
15 yrs

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability

−61 cents
lost on every revenue dollar
Operating margin Net margin
FY2025 · Operating -29.0% · Net -60.8%
-50%-100%
202120232025
ROE
FY2025 · ROE -19.0%
-50%
202120232025
Three returns, three denominators.
Return on capital employedNot available: we don't have total assets or current liabilities for this period.

Each USD of equity lost 19 cents this year.

Cash & shareholders

USD 0.00
returned in FY2025 · dividends + net buybacks
Free cash flow $M
FY2025 · FCF -52.2
10M20M-100M-200M
202120232025
Net buybacks $M Dividends $M
FY2025 · Dividends 0.0 · Net buybacks 0.0
-40M-80M
20212022202320242025

Total assetsUSD 1.2B
EquityUSD 600.1M
CashUSD 41.2M
Gross debtUSD 883,000.00
Net debtUSD -40.3M

The company holds more cash than debt.

The 5-year record

5 fiscal years
Every figure from documents filed with the SEC · USD

EPS, diluted, dividend per share and shares outstanding are shown without shading, and a vertical line marks the year the share count changed — the series crosses a large, unexplained change in share count, so the years on either side are not on a comparable scale.

row low → row highnegative—not applicable◌not available in our data
ALTI, 5-year financial record
Metric 20252024202320222021
Revenue $B0.30.20.20.10.1
Operating income $B−0.1−0.1−0.0−0.00.0
EBITDA $B◌◌−0.00.00.0
Income tax $B0.0−0.0−0.00.00.0
Net income $B−0.1−0.1−0.2−0.00.0
Free cash flow $B−0.1−0.0−0.10.00.0
EPS, diluted $◌−1.59−2.70−839.87566.27
Dividend / sh $◌◌◌◌◌
Payout %−0−0−2−00
ROE %−19.0−20.4−89.6——
Shares out B◌◌◌0.06◌

Slide the table for earlier years. "—" not applicable · "◌" not available in our data.

More in this sector

Other companies filing in the same sector

Provenance

Company facts, as filed

How we verify · 0 failures in 16 reconciliationsAUDITED

Reconciled in 5 of the 5 fiscal years we could check. 28 checks were skipped: the balance sheet is not tagged before 2021. 14 checks were skipped: EPS is not tagged before 2021.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidityCurrency consistency0 failures
ActivityInvestment Advice
Listed onNASDAQ
Incorporated inDelaware
Fiscal year endsDecember 31
SEC categoryemerging growth company
Data on record since2021

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