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$4.04 as of 2026-08-21 close
- Market cap$635M as of 2026-08-24
- 1-year return-1.9% 2025-08-21 close $4.12 → 2026-08-21 close $4.04
- P/En/a negative earnings
- Net margin-41.9% as of 2026-08-24
- ROE-18.1% as of 2026-08-24
- Debt / equity0.02 as of 2026-08-24
- Revenue growth (YoY)+26.9% as of 2026-08-24
- Revenue CAGR (3y)+49.1% SEC XBRL
- Beta0.67 as of 2026-08-24
- Last reported earnings2026-08-10 SEC EDGAR Form 8-K (Item 2.02)
How ALTI compares in its sector
- net profit marginbottom 10% 538 covered Financials peers, as of 2026-08-24
- operating marginbottom 10% 534 covered Financials peers, as of 2026-08-24
- return on equitybottom 10% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRtop 10% 347 covered Financials peers
- free cash flow (absolute dollars, latest fiscal year)bottom 10% 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage
Not assessed — last reported dividend predates the accounts. The most recent fiscal year in which ALTI reported a dividend payment is FY2024, while its reported financial statements run through FY2025. Coverage is therefore not assessed for the latest year — an FY2024 ratio would not describe ALTI today.
Coverage is derived from reported SEC EDGAR XBRL figures, comparing dividends paid against net income and free cash flow for the SAME fiscal year. It is not shown here because the latest fiscal year with a reported dividend payment (FY2024) is older than the latest year of reported financial statements (FY2025), so any ratio would describe an out-of-date year. Informational only — not financial advice.
How ALTI GLOBAL INC CLASS A looks technically
ALTI GLOBAL INC CLASS A (ALTI) is trading 2.6% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed below its 200-day average about 94 trading days ago — a "death cross", a bearish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 24 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bearish about 5 trading days ago (its momentum flipped negative). It made a new 20-day high about 13 trading days ago. It is 25.8% below its highest point of the past year. Trading volume is unusually light — only about 46% of its 30-day average.
Trend
9
| Distance from the 200-day | it is trading 2.6% above its 200-day average, the long-term trend line — a longer-term uptrend | +2.6% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $3.61 | $3.61 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $3.94 | $3.94 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 16 calendar days ago — the swings before that are what the structure reading is measured on | 16 sessions |
| Wave structure | its recent swings can be read as a completed three-part upward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes above 4.76. It is the only labelling that fits, and it describes the swings already printed, not what comes next. | possible three-wave upward correction, complete |
| Since the 50/200 cross | its 50-day average crossed below its 200-day average about 94 trading days ago — a "death cross", a bearish long-term signal | 94 sessions |
| Above the 200-day after a dip | it recently dipped to its 200-day average (the long-term trend line) and has since climbed back above it — now about 2.6% above | +2.6% |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 24 (a reading of 25+ marks a strong trend) | 23.6 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 55, neither overbought (above 70) nor oversold (below 30) | 54.6 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($3.69 to $4.76) — its "stochastic" reading is 33 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 32.7 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bearish about 5 trading days ago (its momentum flipped negative) | 5 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $5.45 | $5.45 |
|---|---|---|
| From the 52-week high | it is 25.8% below its 52-week high (its highest price of the past year) | -25.8% |
| Above the 52-week low | it is 46.9% above its 52-week low (its lowest price of the past year) | +46.9% |
| Below the 52-week high | it is 25.8% below its highest point of the past year | 25.8% |
| Since a 20-day breakout | it made a new 20-day high about 13 trading days ago | 13 sessions |
| Since a 55-day breakout | it made a new 55-day high about 13 trading days ago | 13 sessions |
| All-time high | its highest closing price on record is $28.49 (set on 2022-11-16) | $28.49 |
| Given back of the 52-week move | over the past year its closes ranged ($2.81 to $5.19), and it has recovered around half of its fall from last year’s high — 52% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $4.28 to $4.36. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 51.7% |
| From the all-time high | it is 85.8% below its all-time high | -85.8% |
| Nearest price level | it is trading 0.7% above a support level at $4.01 — a price it turned at six times since 2024-12-19, most recently on 2026-04-22. Since 2024-08-21 it has 7 such levels below the current price and 4 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.7% |
| All-time low | its lowest closing price on record is $2.33 (set on 2025-03-17) | $2.33 |
| Above the all-time low | it is 73.4% above its all-time low | +73.4% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are about average versus its own recent 6-month history | 64th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.2407 between its high and its low — about 6.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.2407 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $3.40 and $4.57 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $3.40 – $3.99 – $4.57 |
| Typical daily range (% of price) | its price moves about 6.0% in a typical session — more volatile than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 6.0% |
| Stretch from the 200-day average | it is trading 0.4 daily ranges above its 200-day average price (2.6% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 0.4 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is unusually light — only about 46% of its 30-day average | 0.46× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
1
| Since a doji | today it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | today |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.7% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.7% |
|---|---|---|
| Open gap | it gapped 4.2% above the previous close 19 sessions ago and has not traded back through the level it left behind at 3.32 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +4.2% |
| Gap filled | a 9.5% gap down opened on 2026-08-11 has been "filled" 5 sessions ago — price traded back through the level the gap left behind, and it took 3 sessions to close | 5 sessions ago |
Price streaks
1
| Closing streak | it has closed higher 3 sessions in a row, a +3.59% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session | 3 sessions up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 17.6 percentage points (the stock gained 19.9% while the market gained 2.3%) | +17.6% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 13.7 percentage points (the stock gained 16.8% while the market gained 3.1%) | +13.7% |
| vs market, 6 months | over the past 6 months this stock lagged the market by 23.8 percentage points (the stock lost 12.7% while the market gained 11.1%) | -23.8% |
| vs market, 12 months | over the past 12 months this stock lagged the market by 22.4 percentage points (the stock lost 1.9% while the market gained 20.5%) | -22.4% |
Signal agreement
2
| Bullish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bullish state: trading above its 200-day average, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 2 of 9 |
|---|---|---|
| Bearish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bearish state: a "death cross" — its 50-day average is below its 200-day, MACD momentum is negative, lagging the market over 6 months — these describe past price behaviour, not a forecast | 3 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 13% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-15 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 3.8% of the share price. | +12.8% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 6% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $3.80 — a volume-weighted average of daily closes over 159 sessions, not a true tick-by-tick VWAP. | +6.3% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% below the average price paid since it last reported on 2026-08-10 (its 10-Q), so the typical buyer over that stretch is under water. That average is $4.10 — a volume-weighted average of daily closes over 10 sessions, not a true tick-by-tick VWAP. | -1.4% |
Price levels it has turned at before
ALTI last closed at $4.04 on 2026-08-21. Since 2024-08-21 it has turned at 7 prices below its last close and 4 above; the 3 nearest below and the 3 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $4.01 | Support | 0.7% below the last close | turned there six times · 2024-12-19 to 2026-04-22 |
| $4.11 | Resistance | 1.7% above the last close | turned there three times · 2025-02-06 to 2026-07-08 |
| $3.92 | Support | 3.0% below the last close | turned there three times · 2025-01-22 to 2026-05-11 |
| $4.24 | Resistance | 5.0% above the last close | turned there four times · 2024-12-04 to 2025-07-03 |
| $3.83 | Support | 5.2% below the last close | turned there three times · 2025-10-03 to 2026-05-20 |
| $4.56 | Resistance | 12.9% above the last close | turned there four times · 2024-12-31 to 2025-12-23 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part upward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $4.76.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
This reading has stood for 6 trading days, since 2026-08-14.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Tested and reclaimed 200-day support · Pulled back from the 12-month high · MACD just crossed bearish (12/26/9) · lagging the market · Printed a doji candle | Learn: moving average · golden cross · adx · rsi · macd · breakout · fifty two week high low · volume and relative volume
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.00 mean, 1=Strong Buy…5=Strong Sell) — 1 analyst
- Mean price target$9.00 range $9.00 – $9.00
Analyst estimates, as of 2026-08-24. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for ALTI
- Consensus EPS estimate$0.06 next reporting period, as of 2026-08-24
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
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"]
What changed in the latest 10-Q
AI-assisted comparison of ALTI's 10-Q filed 2026-05-11 against the prior one filed 2025-11-13.
Management's Discussion & Analysis (MD&A)
The two filings could not be meaningfully compared for this section.
Risk Factors
- Added:
- Added definition of 'Administrators' as Matthew Mawhinney and David Soden, employees of Teneo (filed 2026-05-11)
- Added definition of 'AlTi Global Topco' as formerly known as Alvarium Topco, an Isle of Man entity (filed 2026-05-11)
- Added definition of 'Board' as the board of directors of AlTi (filed 2026-05-11)
- Added definition of 'Teneo' as Teneo Financial Advisory Limited (filed 2026-05-11)
- Removed:
- Removed definition of 'DGCL' referring to the Delaware General Corporation Law (filed 2025-11-13)
- Removed definition of 'HNWI' as high net worth individual with investable assets of $1 million or more (filed 2025-11-13)
- Removed definition of 'Impact Investing' as investment practices seeking to generate financial performance and positive environmental and social impacts (filed 2025-11-13)
- Removed definition of 'LRA' as LXi REIT Advisors Limited (filed 2025-11-13)
- Removed definition of 'LXi' as LXi REIT plc (filed 2025-11-13)
- Reworded:
- Changed reference to Annual Report from 'attached as Exhibit 2.1 to our Annual Report on Form 10-K filed March 17, 2025' to 'filed as an exhibit to our Annual Report on Form 10-K for the year ended December 31, 2025' (newer filing 2026-05-11)
- Changed 'Consolidated Statement of Financial Position' to 'Consolidated Statements of Financial Position' (plural) (filed 2026-05-11)
- Changed 'Consolidated Statement of Operations' to 'Consolidated Statements of Operations' (plural) (filed 2026-05-11)
- Removed 'Table of Contents' header from newer filing (filed 2026-05-11)
- Notes:
- Text appears truncated at end of both versions (Umbrella Merger Sub definition incomplete)
- Page number references changed from 107-109 (older) to 72-74 (newer), suggesting document restructuring
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
No open-market insider purchases or sales are on record for ALTI — recent Form 4 activity was compensation-related (awards, option exercises, or tax withholding), not open-market buying or selling.
View full insider trading history → View SEC Form 3/4/5 filingsOnly open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Institutional ownership (13F)
4 institutional 13F filers reported holding ALTI as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 4
- Reported shares held 3,530,305
- Reported value $12,779,704
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 2 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
ALTI had 1,807,067 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for ALTI because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 1,807,067
- Prior settlement (shares) 1,732,591
- Reported change 4.3%
- Days to cover (reported) 21.56
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- BlackRock (BLK)
- Vanguard
- Lazard (LAZ)
- Perceptive Advisors
- UBS Wealth Management
- Credit Suisse (now UBS)
- Goldman Sachs (GS)
- Rothschild & Co
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare ALTI vs…
Frequently asked questions
What does ALTI GLOBAL INC CLASS A (ALTI) do?
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…
What sector is ALTI GLOBAL INC CLASS A (ALTI) in?
ALTI GLOBAL INC CLASS A (ALTI) is classified in the Financials sector. Its industry is Wealth management and family office services. It trades on NASDAQ.
Who are ALTI GLOBAL INC CLASS A's (ALTI) competitors?
Notable peers of ALTI GLOBAL INC CLASS A (ALTI) include BlackRock, Vanguard, Lazard, Perceptive Advisors and UBS Wealth Management. This peer set is informational only — not financial advice.
Is ALTI GLOBAL INC CLASS A (ALTI) overbought or oversold right now?
ALTI GLOBAL INC CLASS A (ALTI) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 55, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on ALTI come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.