Alvarium Tiedemann Holdings (ALTI) AI Stock Analysis

• Market Cap: $649.67M
• Dividend Yield: N/A
• Average Volume (3M): 157.45K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.03
• 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: 102,464,810
• 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: 1.05
• Enterprise Value/Revenue: 3.07
• Enterprise Value/Gross Profit: 16.07
• Enterprise Value/Ebitda: -4.30
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 0.27
• Revenue Forecast (FY): $260.00M

• Rating: 50 Neutral
• Price Target: $4.50 ▼(-11.07% Downside)
• Action: Reiterated Date: 01/07/26
• Date: Action: Reiterated 01/07/26

The score is primarily held back by weak financial statements (revenue collapse, persistent losses, and negative cash flow). Partially offsetting this are mixed-to-improving technical trends and a cautiously constructive earnings narrative around recurring revenue, retention, asset growth, and planned cost reductions, though large impairments and higher expenses remain notable risks.

Positive Factors

High recurring revenue mix

A 95% recurring management-fee mix provides a stable, predictable revenue base that supports cash flow visibility and margin recovery over 2-6 months. This durability helps management forecast, prioritize cost savings, and retain investment in core client services rather than chasing short-term revenue.

Strong retention and AUM inflows

Very high client retention and meaningful net asset additions signal durable organic growth in fee-bearing AUM. Sustained inflows expand the recurring fee base, improve operating leverage as AUM scales, and reduce dependence on one-off business, supporting revenue stability and long-term margin expansion.

Improving leverage / equity base

A materially lower debt-to-equity ratio (0.10) indicates reduced financial leverage and stronger solvency. This balance-sheet flexibility allows the firm to absorb near-term losses, fund strategic initiatives or buyouts, and execute restructuring without immediate refinancing pressure, supporting medium-term stability.

Negative Factors

Revenue collapse

A reported drop of total revenue to zero represents a severe structural deterioration in the top line that undermines the fee base and operating model. Restoring a stable revenue trajectory will require sustained AUM growth or new fee streams; otherwise margin recovery and profitability remain unlikely.

Negative operating and free cash flow

Persistent negative operating and free cash flow constrain the company’s ability to fund operations, invest in growth, or service obligations without external financing. Even with some improvement, ongoing cash burn increases liquidity and execution risk for strategic initiatives over the coming months.

Large impairments and elevated expenses

Significant non-cash impairments and elevated operating expenses (including write-offs and client redress) materially erode book equity and create earnings volatility. These items reduce retained capital for reinvestment and can mask the underlying operating performance, delaying sustainable profitability.

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

Financial performance is weak: the income statement reflects severe deterioration (including revenue dropping to zero year-over-year) and persistent losses with negative margins. Cash flow is also negative (operating and free cash flow), despite some improvement. The balance sheet is comparatively better with reduced leverage (debt-to-equity improving to 0.10), but negative ROE from ongoing losses remains a key risk.

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	-57.12M	-58.37M	-82.34M	6.70M	14.04M	2.95M
Operating Cash Flow	-53.16M	-50.65M	-81.71M	6.86M	14.45M	3.33M
Investing Cash Flow	-10.59M	-75.69M	-132.95M	-7.23M	-9.75M	-2.50M
Financing Cash Flow	-123.00M	174.26M	36.02M	-345.00K	-38.75K	422.54K

Alvarium Tiedemann Holdings Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 5.06
• 50DMA: Negative
• 100DMA: Positive
• 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 Negative. The current price of 5.06 is above the 20-day moving average (MA) of 4.53, above the 50-day MA of 4.52, and above the 200-day MA of 4.12, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 47.41 is Neutral, neither overbought nor oversold. The STOCH value of 47.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ALTI.

Alvarium Tiedemann Holdings Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TCBX	74 Outperform	$550.38M	11.04	13.37%	―	9.12%	45.83%
FMNB	72 Outperform	$486.86M	8.92	12.00%	4.95%	3.93%	17.48%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
CION	63 Neutral	$412.33M	15.77	3.22%	15.77%	-11.01%	-65.56%
GROW	62 Neutral	$41.80M	497.01	1.82%	3.73%	115.35%	-48.45%
FISI	59 Neutral	$631.70M	8.69	-4.98%	3.89%	-28.00%	-174.60%
ALTI	50 Neutral	$649.67M	-2.65	-22.03%	―	-9.35%	-41.18%

Alvarium Tiedemann Holdings Corporate Events

Alvarium Tiedemann Explores Strategic Options Amid Interest

On December 9, 2025, AlTi Global, Inc. announced it had received multiple preliminary indications of interest regarding a potential transaction. The company’s Board of Directors has formed a Special Committee to evaluate these indications and explore strategic options to maximize shareholder value and support growth. AlTi, known for its strong position in the ultra-high-net-worth market, aims to simplify its business model and improve margins. The outcome of the review process remains uncertain, with no set timeline for completion.

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.