Alvarium Tiedemann Holdings (ALTI) AI Stock Analysis

• Market Cap: $545.55M
• Dividend Yield: N/A
• Average Volume (3M): 157.45K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.33
• Revenue Growth: -8.73%
• EPS Growth: 0.54%
• Country: US
• Employees: 430
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management - Global
• EPS (TTM): -0.33
• Shares Outstanding: 101,543,150
• 10 Day Avg. Volume: 98,957
• 30 Day Avg. Volume: 157,450
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.98
• Enterprise Value/Revenue: 4.95
• Enterprise Value/Gross Profit: 14.18
• Enterprise Value/Ebitda: -9.87
• 1Y Price Target: $9.00
• Price Target Upside: 127.85% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1

• Rating: 49 Neutral
• Price Target: $4.00 ▲(1.27% Upside)

Alvarium Tiedemann Holdings' overall stock score is primarily impacted by its weak financial performance, characterized by ongoing losses and negative cash flows. While the earnings call highlighted some strategic positives, such as revenue growth and expansion efforts, these are overshadowed by financial instability and valuation concerns. Technical indicators provide mixed signals, suggesting caution in the short term.

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, with declining revenues, persistent losses, and negative cash flows. Despite some improvement in leverage, the overall financial health remains weak, requiring strategic adjustments to restore profitability and growth.

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	217.76M	206.94M	250.88M	76.87M	75.70M	52.26M
Gross Profit	76.02M	37.05M	46.83M	29.35M	28.29M	12.23M
EBITDA	-109.18M	-73.13M	-96.65M	4.74M	9.82M	4.63M
Net Income	-148.84M	-103.03M	-162.61M	8.78M	3.94M	-6.60M
Balance Sheet
Total Assets	1.24B	1.26B	1.27B	91.99M	99.17M	90.09M
Cash, Cash Equivalents and Short-Term Investments	42.41M	65.49M	15.35M	7.45K	551.26K	8.30M
Total Debt	65.01M	63.05M	242.48M	31.90M	10.45M	9.19M
Total Liabilities	252.58M	285.64M	478.54M	74.14M	42.86M	27.70M
Stockholders Equity	685.40M	658.40M	341.93M	17.53M	56.29M	82.85M
Cash Flow
Free Cash Flow	-61.55M	-58.37M	-82.34M	-1.09M	14.04M	2.95M
Operating Cash Flow	-55.11M	-50.65M	-81.71M	-965.72K	14.45M	3.33M
Investing Cash Flow	-32.11M	-75.69M	-132.95M	-7.23M	-9.75M	-2.50M
Financing Cash Flow	59.20M	174.26M	36.02M	-345.00K	-38.75K	422.54K

Alvarium Tiedemann Holdings Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3.95
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Positive
• MACD: Negative
• 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 3.95 is above the 20-day moving average (MA) of 3.75, above the 50-day MA of 3.86, and above the 200-day MA of 3.71, indicating a bullish trend. The MACD of 0.03 indicates Negative momentum. The RSI at 56.95 is Neutral, neither overbought nor oversold. The STOCH value of 64.90 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
TCBX	―	$506.03M	10.86	12.88%	―	9.12%	45.83%
Sector *	―	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
FMNB	―	$491.37M	9.04	12.00%	5.21%	3.93%	17.27%
FISI	―	$584.37M	-12.01	-12.05%	4.33%	-28.00%	-174.60%
CION	―	$476.59M	―	-1.27%	16.23%	-11.83%	-108.11%
ALTI	―	$545.55M	―	-26.57%	―	-8.73%	0.54%
GROW	―	$32.40M	-93.98	-0.71%	3.61%	67.97%	-128.30%

Alvarium Tiedemann Holdings Corporate Events

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.

Alvarium Tiedemann Holdings Reports Q2 2025 Financial Results

Alvarium Tiedemann Holdings, Inc., operating under the name AlTi Global, Inc., is a global wealth management firm providing investment advisory services, estate planning, and access to alternative investment opportunities, primarily catering to high net worth individuals and institutions. The company is known for its commitment to impact investing and operates across multiple continents.

Alvarium Tiedemann Holdings Secures $418M for Expansion

AlTi Global, Inc. has released an updated investor presentation detailing its strategic initiatives and financial performance as of June 30, 2025. The company has received significant strategic investments from Allianz X and Constellation Wealth Capital, totaling $418 million, to fuel its M&A pipeline and accelerate international expansion. These investments aim to enhance AlTi’s market presence, improve capital access, and boost growth in the fast-growing wealth management sector. The firm continues to focus on operational efficiency and organic growth while exiting its international real estate business.