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AlTi Global, Inc. provides wealth and asset management services in France, Hong Kong, Italy, Portugal, Singapore, Switzerland, the United Kingdom, the United States, the United Kingdom, and internationally. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acts as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, 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. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company was founded in 1980 and is based in New York, New York.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 10 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $255M | $-86M | $-120M | $-52M | -13.7% | 28.5% | - |
| 2024 | $198M | $-87M | $-103M | $-24M | -10.6% | -10.3% | - |
| 2023 | $221M | $-16M | $-166M | $-147M | -21.2% | 187.7% | - |
| 2022 | $77M | $-3M | $-6M | $7M | -33.0% | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Total Revenue | 76.87 | 221.15 | 198.39 | 254.96 |
| Cost Of Revenue | 51.23 | 169.19 | 156.12 | 189.79 |
| Gross Profit | 25.64 | 51.95 | 42.27 | 65.16 |
| Operating Expense | 26.96 | 100.18 | 101.20 | 139.11 |
| Operating Income | -1.32 | -48.23 | -58.93 | -73.94 |
| EBITDA | -2.71 | -15.77 | -86.54 | -86.34 |
| EBIT | -5.04 | -26.16 | -100.97 | -104.78 |
| Pretax Income | -5.47 | -42.17 | -123.10 | -105.13 |
| Tax Provision | 0.53 | -0.51 | -20.86 | 18.59 |
| Net Income | -5.88 | -165.58 | -103.03 | -119.70 |
| Net Income Common Stockholders | -5.88 | -165.58 | -103.03 | -119.70 |
| Total Expenses | 78.19 | 269.37 | 257.32 | 328.90 |
| Interest Expense | 0.43 | 16.01 | 22.13 | 0.35 |
| Interest Income | 0 | 0 | 5.21 | 1.42 |
| Selling General And Administration | 22.89 | 84.69 | 82.02 | 117 |
| Normalized EBITDA | 0.97 | -38.17 | -39.70 | -49.59 |
| Normalized Income | -2.98 | 81.83 | 7.95 | -59.32 |
| Basic EPS | -839.87 | -2.70 | -1.58 | -1.54 |
| Diluted EPS | -839.87 | -4.75 | -1.58 | -1.54 |
| Tax Effect Of Unusual Items | -0.77 | 0.27 | -7.92 | -7.72 |
| Tax Rate For Calcs | 0.21 | 0.01 | 0.17 | 0.21 |
| Total Unusual Items | -3.67 | 22.40 | -46.84 | -36.74 |
| Total Unusual Items Excluding Goodwill | -3.67 | 22.40 | -46.84 | -36.74 |
| Net Income From Continuing Operation Net Minority Interest | -5.88 | 103.96 | -30.98 | -88.35 |
| Reconciled Depreciation | 2.34 | 10.40 | 14.43 | 18.45 |
| Reconciled Cost Of Revenue | 51.23 | 169.19 | 156.12 | 189.79 |
| Net Interest Income | -0.43 | -16.01 | -16.93 | 1.07 |
| Net Income From Continuing And Discontinued Operation | -5.88 | -165.58 | -103.03 | -119.70 |
| Rent Expense Supplemental | 4.50 | 11.71 | 14.30 | 13.81 |
| Total Operating Income As Reported | -1.32 | -48.23 | -58.93 | -73.94 |
| Diluted Average Shares | 0.01 | 115.82 | 79.69 | 99.87 |
| Basic Average Shares | 0.01 | 61.40 | 79.69 | 99.87 |
| Diluted NI Availto Com Stockholders | -5.88 | -165.58 | -103.03 | -119.70 |
| Minority Interests | 0.11 | 145.63 | 71.27 | 35.37 |
| Net Income Including Noncontrolling Interests | -6 | -311.21 | -174.31 | -155.07 |
| Net Income Discontinuous Operations | 0 | -269.55 | -72.06 | -31.35 |
| Net Income Continuous Operations | -6 | -41.67 | -102.25 | -123.72 |
| Other Income Expense | -3.73 | 22.06 | -47.24 | -32.26 |
| Other Non Operating Income Expenses | -0.06 | -0.34 | -0.40 | 4.48 |
| Special Income Charges | 0 | 31.10 | -43.54 | -31.72 |
| Gain On Sale Of Ppe | 0 | 0 | 0 | 0 |
| Gain On Sale Of Business | 5.57 | 0 | 0 | 0 |
| Other Special Charges | 0 | -31.10 | 0 | 0 |
| Write Off | 2.12 | 0 | 0 | 0 |
| Impairment Of Capital Assets | 0 | 0 | 74.27 | 35 |
| Restructuring And Mergern Acquisition | 0 | -31.10 | -30.73 | -3.28 |
| Earnings From Equity Interest | 0.60 | 0 | 0 | 0 |
| Gain On Sale Of Security | -3.67 | -8.71 | -3.30 | -5.02 |
| Net Non Operating Interest Income Expense | -0.43 | -16.01 | -16.93 | 1.07 |
| Interest Expense Non Operating | 0.43 | 16.01 | 22.13 | 0.35 |
| Interest Income Non Operating | 0 | 0 | 5.21 | 1.42 |
| Other Operating Expenses | 1.72 | 5.10 | 4.75 | 3.66 |
| Depreciation Amortization Depletion Income Statement | 2.34 | 10.40 | 14.43 | 18.45 |
| Depreciation And Amortization In Income Statement | 2.34 | 10.40 | 14.43 | 18.45 |
| Amortization | 10.66 | 0 | 0 | 0 |
| Amortization Of Intangibles Income Statement | 10.66 | 0 | 0 | 0 |
| Selling And Marketing Expense | 1.17 | 1.89 | 3.10 | 3.99 |
| General And Administrative Expense | 21.72 | 82.79 | 78.92 | 113 |
| Other Gand A | 17.22 | 71.08 | 64.62 | 99.19 |
| Rent And Landing Fees | 4.50 | 11.71 | 14.30 | 13.81 |
| Operating Revenue | 76.87 | 220.64 | 198.16 | 253.96 |
Financial Services sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| AlTi Global, Inc.this co. | ALTI | $512M | - | 1.38 | -13.7% | -20.39 |
| Flushing Financial Corporation | FFIC | $542M | 16.00 | 0.76 | 2.7% | - |
| Midland States Bancorp, Inc. | MSBI | $533M | 21.34 | 1.19 | -22.0% | - |
| Southern First Bancshares, Inc. | SFST | $528M | 13.11 | 1.24 | 8.2% | - |
| Unity Bancorp, Inc. | UNTY | $524M |
| 8.79 |
| 1.46 |
| 16.8% |
| - |
| ACNB Corporation | ACNB | $523M | 10.23 | 1.23 | 8.8% | - |
| Civista Bancshares, Inc. | CIVB | $515M | 9.18 | 0.93 | 8.5% | - |
| Kearny Financial Corp. | KRNY | $507M | 15.52 | 0.67 | 3.5% | - |
| Innventure, Inc. | INV | $504M | - | 2.09 | -60.6% | -7.91 |
| Peer Median | - | 13.11 | 1.21 | 5.9% | -7.91 | |