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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 | -47.1% | 28.5% | 16.2% |
| 2024 | $198M | $-87M | $-103M | $-24M | -29.0% | -10.3% | -37.8% |
| 2023 | $221M | $-16M | $-166M | $-147M | -47.0% | 187.7% | 2713.7% |
| 2022 | $77M | $-3M | $-6M | $7M | -33.6% | - | - |
| 2021 | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Total Revenue | - | 76.87 | 221.14 | 198.39 | 254.96 |
| Operating Revenue | - | 76.87 | 220.64 | 198.16 | 253.96 |
| 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 |
| Selling General And Administration | - | 22.89 | 84.68 | 82.02 | 117 |
| Total Expenses | - | 78.19 | 269.37 | 257.32 | 328.90 |
| Operating Income | - | -1.32 | -48.23 | -58.93 | -73.94 |
| Total Operating Income As Reported | - | -1.32 | -48.23 | -58.93 | -73.94 |
| EBITDA | - | -2.70 | -15.77 | -86.54 | -86.34 |
| Normalized EBITDA | - | 0.97 | -38.17 | -39.70 | -49.59 |
| EBIT | - | -5.04 | -26.16 | -100.97 | -104.78 |
| Interest Income | - | 0 | 0 | 5.21 | 1.42 |
| Interest Expense | - | 0.43 | 16.01 | 22.13 | 0.35 |
| Net Interest Income | - | -0.43 | -16.01 | -16.93 | 1.08 |
| Other Non Operating Income Expenses | - | -0.06 | -0.34 | -0.40 | 4.48 |
| Other Income Expense | - | -3.73 | 22.06 | -47.24 | -32.26 |
| Interest Income Non Operating | - | 0 | 0 | 5.21 | 1.42 |
| Interest Expense Non Operating | - | 0.43 | 16.01 | 22.13 | 0.35 |
| Net Non Operating Interest Income Expense | - | -0.43 | -16.01 | -16.93 | 1.08 |
| Pretax Income | - | -5.47 | -42.18 | -123.10 | -105.13 |
| Tax Provision | - | 0.53 | -0.51 | -20.86 | 18.59 |
| Tax Rate For Calcs | - | 0 | 0 | 0 | 0 |
| Tax Effect Of Unusual Items | - | -0.77 | 0.27 | -7.92 | -7.72 |
| Net Income Continuous Operations | - | -6 | -41.67 | -102.25 | -123.72 |
| Net Income From Continuing And Discontinued Operation | - | -5.88 | -165.58 | -103.03 | -119.70 |
| Net Income From Continuing Operation Net Minority Interest | - | -5.88 | 103.96 | -30.98 | -88.35 |
| Net Income | - | -5.88 | -165.58 | -103.03 | -119.70 |
| Net Income Common Stockholders | - | -5.88 | -165.58 | -103.03 | -119.70 |
| Net Income Including Noncontrolling Interests | - | -6 | -311.21 | -174.30 | -155.07 |
| Normalized Income | - | -2.98 | 81.83 | 7.95 | -59.32 |
| Diluted NI Availto Com Stockholders | - | -5.88 | -165.58 | -103.03 | -119.70 |
| Basic Average Shares | - | 0.01 | 61.40 | 79.69 | 99.87 |
| Diluted Average Shares | - | 0.01 | 115.82 | 79.69 | 99.87 |
| Reconciled Depreciation | - | 2.34 | 10.40 | 14.43 | 18.45 |
| Reconciled Cost Of Revenue | - | 51.23 | 169.19 | 156.12 | 189.79 |
| Total Unusual Items | - | -3.67 | 22.40 | -46.84 | -36.74 |
| Total Unusual Items Excluding Goodwill | - | -3.67 | 22.40 | -46.84 | -36.74 |
| Minority Interests | - | 0.11 | 145.63 | 71.27 | 35.37 |
| Net Income Discontinuous Operations | - | - | -269.55 | -72.06 | -31.35 |
| Special Income Charges | - | 0 | 31.10 | -43.54 | -31.72 |
| Gain On Sale Of Business | -0.61 | 5.57 | - | - | - |
| Other Special Charges | - | - | -31.10 | - | - |
| Write Off | 0.50 | 2.12 | - | - | - |
| Impairment Of Capital Assets | - | 0 | 0 | 74.27 | 35 |
| Restructuring And Mergern Acquisition | - | 0 | -31.10 | -30.73 | -3.28 |
| Gain On Sale Of Security | - | -3.67 | -8.70 | -3.30 | -5.02 |
| 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 |
| General And Administrative Expense | - | 21.72 | 82.79 | 78.92 | 113 |
| Other Gand A | - | 17.22 | 71.08 | 64.62 | 99.19 |
| Gain On Sale Of Ppe | 0.72 | 0 | - | - | - |
| Rent Expense Supplemental | - | 4.50 | 11.71 | 14.30 | 13.81 |
| Other Operating Expenses | - | 1.72 | 5.10 | 4.75 | 3.66 |
| Selling And Marketing Expense | - | 1.17 | 1.89 | 3.10 | 3.99 |
| Rent And Landing Fees | - | 4.50 | 11.71 | 14.30 | 13.81 |
| Earnings From Equity Interest | 5.82 | 0.60 | - | - | - |
| Amortization | 7.72 | 10.66 | - | - | - |
| Amortization Of Intangibles Income Statement | 7.72 | 10.66 | - | - | - |
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 | $461M | -3.85 | 1.81 | -47.1% | -5.59 |
| Greenlight Capital Re, Ltd. | GLRE | $497M | 6.64 | 0.70 | 10.6% | - |
| American Coastal Insurance Corporation | ACIC | $489M | 4.58 | 1.54 | 33.6% | - |
| First Business Financial Services, Inc. | FBIZ | $482M | 9.59 | 1.34 | 14.0% | - |
| ChoiceOne Financial Services, Inc. | COFS |
| - |
| - |
| - |
| - |
| - |
| $470M |
| 16.67 |
| 1.01 |
| 6.1% |
| - |
| Greene County Bancorp, Inc. | GCBC | $459M | 14.74 | 1.92 | 13.0% | - |
| Orange County Bancorp, Inc. | OBT | $457M | 10.97 | 1.61 | 14.6% | - |
| Ponce Financial Group, Inc. | PDLB | $455M | 15.84 | 1.44 | 9.1% | - |
| Investors Title Company | ITIC | $445M | 12.64 | 1.66 | 13.1% | - |
| Peer Median | - | 11.81 | 1.49 | 13.1% | - | |