AlTi
Advises wealthy families, foundations, and institutions across wealth management, OCIO, and alternatives.
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Profile
Provides wealth management, family-office advice, OCIO services, trust support, and alternatives exposure for wealthy families, foundations, and institutions. The current business is one reportable segment after the real-estate exit, with revenue tied mainly to management and advisory fees.
Provides wealth management, family-office advisory, OCIO, trust, cross-border wealth advice, and alternatives expertise for wealthy families, foundations, institutions, and outsourced-CIO clients. Alternatives exposure includes TIG Arbitrage and interests in external managers.
Operates from a global footprint built from Tiedemann, TIG, and Alvarium roots, with added capacity in Singapore, the United States, the Midwest, and Germany after listing. Management/advisory fees form the main recurring revenue base, while incentive fees depend on alternatives performance.
The business is now one reportable segment after the International Real Estate disposal. Execution depends on client retention, market-sensitive asset levels, integration of acquired wealth-management teams, and remediation of reported internal-control weaknesses.
Company facts
Categories
Key statistics
Year to date −14.9% · Average volume (30d) 177.9K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.06 | $0.01 | −91.6% | $61.8M | $58.0M | −6.1% | −5.35% |
| May 11, 2026Q1 FY26 | $0.06 | $0.08 | +33.3% | $63.8M | $73.1M | +14.6% | −3.36% |
| Mar 31, 2026Q4 FY25 | $0.02 | −$0.20 | −1,100.0% | $86.6M | $88.3M | +1.9% | +0.83% |
| Nov 12, 2025Q3 FY25 | $0.03 | $0.01 | −66.7% | $86.6M | $57.2M | −33.9% | −4.67% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $58.0M | $53.1M | $57.2M | $88.3M | $74.1M | $58.0M | |
| Gross profit | $15.7M | $8.5M | $15.8M | $23.8M | $69.4M | $38.1M | |
| Operating income | −$13.5M | −$30.1M | −$28.5M | −$11.5M | −$3.9M | −$30.8M | |
| Net income | $1.9M | −$24.4M | −$84.1M | −$13.1M | $7.7M | −$23.5M | |
| Diluted EPS | −$0.04 | −$0.33 | −$0.84 | $0.01 | $0.08 | −$0.24 | |
| Gross margin | 27.1% | 16.0% | 27.6% | 27.0% | 93.6% | 65.7% | |
| Operating margin | -23.3% | -56.7% | -49.8% | -13.0% | -5.2% | -53.0% |
Fiscal years (4-quarter sums)FY21 $101.4M · FY22 $76.9M · FY23 $262.9M · FY24 $205.4M · FY25 $256.6M
Revenue by product · Q2 FY26
Revenue by geography · FY24
Balance sheet, Jun 30, 2026Cash & short-term investments $31.2M · Total debt $75.9M · Total assets $1.11B · Shareholders' equity $613.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 102.41M · Float 72.32M · 70.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Allianz SE · 10 percent owner | 22.98M | 22.44% | Form 4 | Jul 2, 2026 |
| Tiedemann Michael | 11.09M | 9.80% | 13D | Mar 31, 2026 |
| Pangaea Three-B, LP | 5.80M | 6.30% | 13G | Nov 4, 2024 |
| Islet Management, LP | 5.42M | 5.27% | 13G | Dec 29, 2025 |
| BlackRock, Inc. | 2.65M | 2.58% | 13F | May 13, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- UBS (ADR)
Global UHNW wealth and family-office leader
- Morgan Stanley
UHNW wealth, OCIO, and alternatives platform
- Northern Trust
Trust, family-office, and wealth-management peer
- SEI Investments
OCIO and advisor-platform overlap with wealth tech
- Raymond James Financial
Private-client and advisor-platform wealth peer
- BlackRock
Scale rival in OCIO, private markets, and wealth channels
- LPL Financial
Independent-advisor platform competing for advisor assets
- Stifel Financial
Advisor-led wealth platform with institutional reach
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AlTi | $4.01 | 0.00% | $595.5M | — | 16.7 | 2.1 | +9.2% |
| UBS (ADR) | $54.90 | −0.02% | $179.95B | 25.2 | 13.7 | 2.9 | −27.1% |
| Morgan Stanley | $214.50 | −0.13% | $338.75B | 17.5 | 16.3 | 2.7 | +36.8% |
| Northern Trust | $186.79 | +0.01% | $34.17B | 16.0 | 15.7 | 2.3 | −24.9% |
| SEI Investments | $111.63 | −0.01% | $13.40B | 19.7 | 16.9 | 5.5 | +14.7% |
| Raymond James Financial | $179.36 | +0.02% | $34.46B | 15.6 | 13.0 | 2.0 | +3.8% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| LPL Financial | $370.69 | +0.02% | $29.65B | 29.6 | 13.7 | 1.5 | +35.2% |
| Stifel Financial | $81.29 | +0.04% | $12.32B | 9.6 | 11.6 | 1.8 | −1.4% |
| Median | 18.6 | 14.7 | 2.5 | +9.2% |