AlTi Global, Inc. ALTI
AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. We manage or advise approximately $93.1 billion in combined assets as of December 31, 2025. We have approximately 490 professionals operating in 19 cities in 9 countries across three continents as of December 31, 2025. We provide holistic solutions for our wealth management and Outsourced Chief Investment Officer ("OCIO") clients through an array of services, including discretionary investment management services, non-discretionary investment advisory services, estate and wealth planning, trust and fiduciary, governance and education, philanthropy and purposeful giving, and family office services. We also provide our wealth management clients with access to alternative investment opportunities, including investments in strategies and asset classes to which they would otherwise likely not be able to gain exposure.
Valuation FY2025 figures against the last close
Annual financial statements
Income statement
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Revenue | $255.0M | $198.4M | $221.1M | $76.9M | $75.7M | — |
| SG&A | $32.2M | $10.2M | $10.6M | $1.5M | $1.5M | — |
| Total operating expenses | $328.9M | $257.3M | $269.4M | $78.2M | $67.9M | — |
| Operating income | -$73.9M | -$58.9M | -$48.2M | -$1.3M | $7.8M | — |
| Interest expense | $347.0K | $22.1M | $14.7M | $427.0K | — | — |
| Pre-tax income | -$105.1M | -$123.1M | -$42.2M | -$5.5M | $4.3M | — |
| Income tax | $18.6M | $20.9M | $506.0K | $527.0K | $515.0K | — |
| Net income | -$119.7M | -$103.0M | -$165.6M | -$5.9M | $3.9M | — |
| EPS, basic | — | -1.59 | -2.70 | -839.87 | 566.27 | — |
| EPS, diluted | — | -1.59 | -2.70 | -839.87 | 566.27 | — |
| Shares, diluted (wtd. avg.) | 99.9M | 79.7M | 115.8M | 7,007 | 6,956 | — |
Balance sheet
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Cash and equivalents | $41.2M | $64.4M | $15.3M | $7.1M | $8.0M | $3.6M |
| Total current assets | — | — | — | $85.5K | $621.7K | $0 |
| Property, plant and equipment | $17.7M | $16.0M | $2.5M | $975.0K | — | — |
| Goodwill | $386.0M | $377.8M | $361.8M | $530.5M | $22.2M | — |
| Other intangibles | $436.2M | $469.6M | $435.7M | $20.6M | — | — |
| Total assets | $1.18B | $1.26B | $1.27B | $92.0M | $345.7M | $130.7K |
| Total current liabilities | — | — | — | $8.0M | $182.1K | $113.8K |
| Long-term debt | $883.0K | $0 | $186.4M | $21.2M | — | — |
| Total liabilities | $301.7M | $285.6M | $483.8M | $74.1M | $35.4M | $113.8K |
| Retained earnings | -$418.0M | -$296.6M | -$193.5M | $0 | -$34.7M | -$7.9K |
| Total equity | $600.1M | $658.4M | $782.5M | $1.01B | -$34.7M | $16.9K |
Cash flow
| Fiscal year | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Operating cash flow | -$51.4M | -$16.2M | -$146.7M | $6.9M | $18.9M | — |
| Depreciation and amortisation | — | — | $17.0M | $2.3M | $2.1M | — |
| Capital expenditure | $806.0K | $7.6M | $334.0K | $156.0K | $2.0K | — |
| Investing cash flow | $13.7M | -$108.0M | -$133.6M | -$7.2M | -$2.5M | — |
| Financing cash flow | $12.0M | $174.3M | $98.7M | -$345.0K | -$11.9M | — |
| Dividends paid | $0 | $11.0K | $3.4M | $0 | $0 | — |
| Buybacks | $0 | $0 | $4.2M | — | — | — |
Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001628280-26-022450.
Plot the figures US dollars
- Total current liabilities
- Total current assets
- Total assets
| Fiscal year | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Total current liabilities | $113.8K | $182.1K | $8.0M | — | — | — |
| Total current assets | $0 | $621.7K | $85.5K | — | — | — |
| Total assets | $130.7K | $345.7M | $92.0M | $1.27B | $1.26B | $1.18B |
Recent filings and events
- Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
- Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
- Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02
- Officer or director change Item 5.02
- Regulation FD disclosure Item 7.01
- Shareholder vote The results of the annual meeting or a special vote. Item 5.07
- Results announced Item 2.02
- Regulation FD disclosure Item 7.01
- Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
- Results announced Item 2.02
- Officer or director change Item 5.02
- Regulation FD disclosure Item 7.01
Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.
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