Alvarium Tiedemann Holdings (ALTI) AI Stock Analysis

• Market Cap: $571.95M
• Dividend Yield: N/A
• Average Volume (3M): 157.45K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.29
• Revenue Growth: -9.35%
• EPS Growth: -41.18%
• Country: US
• Employees: 430
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management - Global
• EPS (TTM): -0.69
• Shares Outstanding: 101,543,150
• 10 Day Avg. Volume: 98,957
• 30 Day Avg. Volume: 157,450
• PEG Ratio: 0.07
• Price to Book (P/B): 0.53
• Price to Sales (P/S): 1.70
• P/FCF Ratio: -6.02
• Enterprise Value/Market Cap: 1.88
• Enterprise Value/Revenue: 4.86
• Enterprise Value/Gross Profit: 25.44
• Enterprise Value/Ebitda: -6.81
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 49 Neutral
• Price Target: $4.00 ▲(0.00% Upside)

The overall stock score is primarily impacted by weak financial performance and poor valuation metrics. While there is some positive momentum in technical analysis and strong client retention highlighted in the earnings call, these factors are overshadowed by significant financial challenges and negative valuation indicators.

Positive Factors

Strong Client Retention

High client retention indicates strong customer loyalty and satisfaction, which can lead to stable revenue streams and long-term business sustainability.

International Growth

Significant asset growth internationally suggests successful expansion strategies, enhancing the firm's global market presence and revenue potential.

Cost Reduction Initiatives

Effective cost management through budgeting initiatives can improve margins and financial health, supporting long-term profitability.

Negative Factors

Declining Revenue

A sharp decline in revenue indicates potential challenges in maintaining market share and competitiveness, impacting financial stability.

Negative Cash Flows

Persistent negative cash flows can strain liquidity, limiting the company's ability to invest in growth opportunities and meet financial obligations.

Increased Operating Expenses

Rising operating expenses can erode profit margins, making it difficult to achieve sustainable profitability and financial efficiency.

Alvarium Tiedemann Holdings Business Overview & Revenue Model

Company Description

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

How the Company Makes Money

Alvarium Tiedemann Holdings generates revenue through several key streams, primarily from fees charged for its wealth management and investment advisory services. These fees can include management fees based on assets under management (AUM), performance fees tied to the success of specific investment strategies, and advisory fees for financial planning and consultation services. Additionally, the firm may earn revenue from commissions on financial products sold to clients, as well as partnerships with other financial institutions that allow for a broader range of investment solutions. Significant partnerships with private equity and real estate firms also contribute to its earnings by providing access to exclusive investment opportunities, which can enhance its service offerings and attract more clients.

Alvarium Tiedemann Holdings Financial Statement Overview

Summary

Alvarium Tiedemann Holdings faces significant financial challenges, marked by declining revenues, persistent losses, and negative cash flows. Despite some improvement in leverage, the overall financial health remains weak.

Income Statement

Alvarium Tiedemann Holdings showed significant revenue decline from 2023 to 2024, with total revenue dropping to zero. The company has consistently operated at a loss, with negative EBIT and net income over recent years. The net profit margin and EBIT margin are negative, indicating ongoing operational challenges.

Balance Sheet

The company has a relatively strong equity base with a debt-to-equity ratio improving to 0.10 in 2024 from higher previous levels, reflecting reduced leverage. However, the return on equity is negative due to continued net losses, posing risks to financial stability.

Cash Flow

Negative operating and free cash flows indicate that the company is not generating sufficient cash from its operations. Although free cash flow improved in 2024 compared to 2023, the cash flow to net income ratios remain unfavorable.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	221.66M	206.94M	246.92M	76.87M	75.70M	71.23M
Gross Profit	42.36M	37.05M	38.66M	25.64M	28.29M	16.67M
EBITDA	-158.34M	-158.74M	-290.21M	-2.71M	6.75M	4.63M
Net Income	-164.34M	-103.03M	-165.58M	-5.88M	3.94M	―
Balance Sheet
Total Assets	1.15B	1.26B	1.27B	91.99M	133.84M	122.78M
Cash, Cash Equivalents and Short-Term Investments	35.85M	65.49M	15.35M	7.13M	17.50M	11.31M
Total Debt	63.72M	63.05M	242.48M	31.90M	14.10M	12.52M
Total Liabilities	270.59M	285.64M	483.80M	74.14M	57.85M	37.76M
Stockholders Equity	607.19M	658.40M	352.14M	17.53M	75.97M	82.85M
Cash Flow
Free Cash Flow	-52.91M	-58.37M	-82.34M	6.70M	14.04M	2.95M
Operating Cash Flow	-50.17M	-50.65M	-81.71M	6.86M	14.45M	3.33M
Investing Cash Flow	-8.88M	-75.69M	-132.95M	-7.23M	-9.75M	-2.50M
Financing Cash Flow	-120.45M	174.26M	36.02M	-345.00K	-38.75K	422.54K

Alvarium Tiedemann Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 4.00
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ALTI, the sentiment is Positive. The current price of 4 is above the 20-day moving average (MA) of 3.99, above the 50-day MA of 3.83, and above the 200-day MA of 3.72, indicating a bullish trend. The MACD of 0.03 indicates Positive momentum. The RSI at 52.66 is Neutral, neither overbought nor oversold. The STOCH value of 24.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ALTI.

Alvarium Tiedemann Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FMNB	72 Outperform	$510.20M	9.38	12.00%	5.00%	3.93%	17.48%
TCBX	68 Neutral	$530.75M	11.88	12.88%	―	9.12%	45.83%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
FISI	60 Neutral	$578.95M	-11.89	-4.98%	4.21%	-28.00%	-174.60%
CION	58 Neutral	$500.69M	19.15	3.22%	15.11%	-11.01%	-65.56%
GROW	53 Neutral	$31.37M	-90.98	1.82%	3.63%	115.35%	-48.45%
ALTI	49 Neutral	$571.95M	-2.19	-22.03%	―	-9.35%	-41.18%

Alvarium Tiedemann Holdings Corporate Events

AlTi Global Reports Strong Q3 2025 Financial Performance

Alvarium Tiedemann Holdings, Inc., also known as AlTi Global, is a prominent independent global wealth manager specializing in fiduciary advisory services for ultra-high-net-worth individuals, families, and institutions, with a focus on impact investing and values-aligned strategies. The company operates across three continents with a robust network of over 500 professionals managing approximately $89 billion in assets.

Alvarium Tiedemann Holdings Delays 10-Q Filing

Alvarium Tiedemann Holdings, operating as AlTi Global, Inc., has announced a delay in filing its Form 10-Q (Quarter Report) for the financial period ending September 30, 2025. The delay is primarily due to the deconsolidation of the company’s discontinued operations related to its international real estate business segment, necessitating additional time to review financial results and complete the financial statements. The company intends to file the report immediately following the submission of this notification. AlTi Global anticipates significant changes in its financial results compared to the previous fiscal year, as indicated in their recent investor presentation. The notification is signed by Michael W. Harrington, the Chief Financial Officer, highlighting the company’s commitment to ongoing compliance efforts.

The most recent analyst rating on (ALTI) stock is a Hold with a $4.00 price target. To see the full list of analyst forecasts on Alvarium Tiedemann Holdings stock, see the ALTI Stock Forecast page.

Alvarium Tiedemann Holdings Streamlines Financial Reporting

In July 2025, AlTi Global placed its international real estate business under administration, marking it as discontinued operations and restating prior periods to reflect continuing operations in compliance with U.S. GAAP. The company has consolidated its financial reporting into a single operating segment, highlighting its commitment to adapting its business model to better serve the ultra-high-net-worth sector with a comprehensive suite of offerings, including investment advisory and impact investing.

The most recent analyst rating on (ALTI) stock is a Hold with a $4.00 price target. To see the full list of analyst forecasts on Alvarium Tiedemann Holdings stock, see the ALTI Stock Forecast page.

AlTi’s Earnings Call: Mixed Results with Strategic Growth

Alvarium Tiedemann Holdings, Inc. (AlTi) recently held its earnings call, presenting a mixed outlook for the company. The call highlighted strong revenue growth and strategic expansions as significant positives. However, these were offset by increased operating expenses, timing mismatches affecting results, and a reported net loss. The company’s exit from the international real estate business and ongoing efficiency initiatives are expected to enhance future profitability.