ALTI GLOBAL INC CLASS A (ALTI)
Financials · Wealth management and family office services · NASDAQ
AlTi Global is a global wealth and family office platform managing $93 billion for ultra-high-net-worth families and institutions across discretionary investment management, trust services, and alternative asset access.
What ALTI GLOBAL INC CLASS A does
AlTi Global is a wealth and investment management firm serving ultra-high-net-worth (UHNW) individuals, families, foundations, and institutions with approximately $93.1 billion in combined assets under management or advisement. The company provides discretionary and non-discretionary investment advisory services, estate and wealth planning, trust and fiduciary services, family office solutions, and access to alternative investment opportunities across private equity, private credit, hedge funds, real estate, and infrastructure. AlTi operates across 19 cities in 9 countries with approximately 490 professionals.
Themes: ["Wealth management / UHNW advisory","Family office services","Alternative investments / private markets","Investment management and advisory","Impact investing","Trust and estate planning"]
Fundamentals
- Price$3.66 as of 2026-07-09 close
- Market cap$548M as of 2026-07-10
- 1-year return-11.2% as of 2026-07-09 close
- Net margin-41.9% as of 2026-07-10
- ROE-18.1% as of 2026-07-10
- Debt / equity0.02 as of 2026-07-10
- Revenue growth (YoY)+26.9% as of 2026-07-10
- Revenue CAGR (3y)+49.1% SEC XBRL
- Beta0.63 as of 2026-07-10
Key risks (from latest filing)
["Unprofitable operations with negative 41.92% net margin as of latest reporting period, indicating the company is burning cash despite 26.92% YoY revenue growth","Global footprint across 9 countries exposes the firm to regulatory, geopolitical, and foreign exchange risks across multiple jurisdictions","Concentration risk among UHNW clients; loss of major clients or decline in asset valuations could significantly impact management fee revenue"]
Competitors & peers
- BlackRock (BLK)
- Vanguard
- Lazard (LAZ)
- Perceptive Advisors
- UBS Wealth Management
- Credit Suisse (now UBS)
- Goldman Sachs (GS)
- Rothschild & Co
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.