Alvarium Tiedemann Holdings (ALTI) AI Stock Analysis

• Market Cap: $642.34M
• Dividend Yield: N/A
• Average Volume (3M): 138.03K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.30
• Revenue Growth: -8.73%
• EPS Growth: 0.54%
• Country: US
• Employees: 430
• Sector: Financial
• Sector Strength: 72
• Industry: Asset Management - Global
• EPS (TTM): -0.33
• Shares Outstanding: 101,543,150
• 10 Day Avg. Volume: 100,645
• 30 Day Avg. Volume: 138,029
• 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: 1.68
• Enterprise Value/Revenue: 4.95
• Enterprise Value/Gross Profit: 14.18
• Enterprise Value/Ebitda: -9.87
• 1Y Price Target: $9.00
• Price Target Upside: 108.33% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1

• Rating: 55 Neutral
• Price Target: $4.50 ▲(4.17% Upside)

Alvarium Tiedemann Holdings' overall stock score reflects significant financial challenges, with persistent losses and negative cash flows being the most impactful factors. While technical indicators show some potential for upward momentum, and strategic investments provide growth opportunities, the negative valuation metrics and increased operating expenses weigh heavily on the score.

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 primarily through fees charged for its wealth management and investment advisory services. This includes management fees based on a percentage of the assets under management (AUM) and performance fees tied to the investment outcomes. The company also earns from consultancy services provided to family offices and institutional clients. Additionally, Alvarium Tiedemann may receive income from strategic partnerships and collaborations with other financial institutions, enhancing its service offerings and expanding its client base.

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: 4.32
• 50DMA: Positive
• 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 Positive. The current price of 4.32 is below the 20-day moving average (MA) of 4.33, above the 50-day MA of 4.24, and above the 200-day MA of 3.84, indicating a neutral trend. The MACD of 0.01 indicates Positive momentum. The RSI at 51.38 is Neutral, neither overbought nor oversold. The STOCH value of 53.42 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
AROW	78 Outperform	$486.99M	15.99	7.72%	3.84%	8.36%	-2.24%
Sector *	68 Neutral	$17.84B	12.03	10.32%	3.73%	9.70%	0.76%
GDOT	67 Neutral	$743.92M	―	-2.68%	―	22.15%	57.64%
GROW	60 Neutral	$32.21M	247.00	0.34%	3.70%	65.09%	-90.65%
ALTI	55 Neutral	$642.34M	―	-26.57%	―	-8.73%	0.54%
PNNT	48 Neutral	$468.17M	33.21	2.89%	13.39%	-35.46%	-67.15%
NETD	―	$241.47M	55.20	2.47%	―	―	―

Alvarium Tiedemann Holdings Corporate Events

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.

Alvarium Tiedemann Plans Wind-Down of Real Estate Unit

On July 10, 2025, AlTi Global, Inc. announced that its Board of Directors approved a plan to wind down its non-core International Real Estate business following a strategic review. The wind-down is expected to begin on July 11, 2025, and be substantially completed by December 2027, although the company has not yet determined the cost or impairment charges associated with this process.

Alvarium Tiedemann Winds Down International Real Estate

On July 11, 2025, Alvarium Tiedemann Holdings announced the decision to wind down its International Real Estate (IRE) business due to ongoing losses. The company has appointed Teneo as Administrators in the UK to ensure an orderly transition and wind-down process, while a dedicated team remains to manage investor reporting and compliance obligations.

Alvarium Tiedemann Holds Annual Meeting, Elects Directors

On June 16, 2025, Alvarium Tiedemann Holdings held its Annual Meeting where stockholders voted on several key proposals. The meeting resulted in the election of eight directors for terms expiring at the 2026 Annual Meeting, the ratification of KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2025, and the approval of an amendment to the 2023 Stock Incentive Plan to increase the number of shares available for issuance.

Alvarium Tiedemann Holdings Appoints New Chief Legal Officer

On May 29, 2025, AlTi Global, Inc. entered into an Executive Employment and Restrictive Covenant Agreement with Colleen Graham, the Chief Legal, Compliance and Risk Officer. This agreement outlines her compensation, including a base salary of $425,000 and eligibility for an annual bonus, along with provisions for termination scenarios. The agreement also includes confidentiality and non-solicitation clauses, with no family or material interest ties between Ms. Graham and the company’s directors or officers.

Alvarium Tiedemann Urges Shareholder Participation in June Meeting

On May 29, 2025, Michael Tiedemann, CEO of AlTi Global, Inc., urged employees holding company shares to vote in the upcoming annual stockholders meeting on June 16, 2025. The meeting will address key proposals such as the election of directors, ratification of an auditor, and amendment of the equity plan to increase available shares. This initiative emphasizes the importance of shareholder participation in shaping the company’s governance and strategic decisions.

Alvarium Tiedemann Updates 2025 Proxy Statement Details

On April 29, 2025, AlTi Global, Inc. announced amendments to its 2025 Annual Meeting Proxy Statement, which was initially filed for the solicitation of proxies for the company’s annual stockholders meeting. The amendments clarify details regarding attendance, voting rights, and quorum requirements, ensuring transparency and proper governance for the meeting. Stockholders who have already submitted their proxies need not take any action unless they wish to change their vote.