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NASDAQ · Finance

AlTi Global, Inc. (ALTI)

AlTi Global, Inc. brought in $277.3M of revenue over the twelve months to September 30, 2026, up 30.2% from a year earlier. It posted a net loss of $38.2M. In fiscal 2025 capital spending exceeded operating cash flow by $52.2M. At September 30, 2026 it held $35M in cash against $10.9M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 9, 2026.

Free, no password. An email when ALTI files with the SEC.

Price
$2.41
-2.43% on the day · November 10, 2026
52-week range $2.26 to $5.45
Market cap
$375.8M
Revenue (last 12 months)
$277.3M
+30.2% year on year
Net margin
-13.8%

Key facts about AlTi Global, Inc.

Net worth
AlTi Global, Inc. has a market value (market cap) of $375.8M at the latest share price, and shareholders' equity of $610.6M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $255M (+28.5% year on year), with a net loss of $119.7M. Over the 12 months to September 30, 2026: revenue $277.3M, net loss $38.2M.
Cash flow
In fiscal 2025 operations used $51.4M of cash.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 9, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
AlTi Global, Inc.'s next report is expected around March 30, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

What AlTi Global, Inc. does

AlTi Global, Inc. is registered with the SEC under industry code SIC 6282 (Investment Advice). Its shares trade on NASDAQ under the ticker ALTI.

Revenue and profit by year

Revenue
FY21: $75.7M $75.7M FY21FY22: $76.9M $76.9M FY22FY23: $221.1M $221.1M FY23FY24: $198.4M $198.4M FY24FY25: $255M $255M FY25
Net income
FY21: $3.9M $3.9M FY21FY22: -$5.9M -$5.9M FY22FY23: -$165.6M -$165.6M FY23FY24: -$103M -$103M FY24FY25: -$119.7M -$119.7M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$255M-$73.9M-$119.7Mn/a-$52.2M
2024$198.4M-$58.9M-$103M-$1.59-$58.2M
2023$221.1M-$48.2M-$165.6M-$2.70-$82M
2022$76.9M-$1.3M-$5.9M-$839.87$6.7M
2021$75.7M$7.8M$3.9M$566.27$18.9M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around March 30, 2027.

Estimated from its filing rhythm: 52 weeks after its report of March 31, 2026. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where ALTI ranks in Finance

Revenue$255M
#307 of 541 in Finance · Bottom 43%
Revenue growth+28.5%
#104 of 480 in Finance · Top 22%
Net margin-46.9%
#423 of 484 in Finance · Bottom 13%
Free cash flow margin-20.5%
#280 of 339 in Finance · Bottom 17%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Finance

Dividends

Fiscal yearPer sharePaid outOf profit
2025n/a$0n/a
2024n/a$11Kn/a
2023n/a$3.4Mn/a
2022n/a$0n/a
2021n/a$00%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What AlTi Global, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 9, 2026
  2. November 9, 2026
    Quarterly report 10-Q · period to September 30, 2026Revenue rose 1.2% to $57.9M versus the same quarter last year; net loss of $9.3M.
  3. November 9, 2026
  4. October 20, 2026
  5. August 13, 2026
  6. August 10, 2026
    Quarterly report 10-Q · period to June 30, 2026Revenue rose 11% to $58M versus the same quarter last year; net loss of $23.5M.
  7. August 10, 2026
  8. August 5, 2026
  9. July 2, 2026
  10. June 30, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 2, 2026. Insider transactions on SEC

Insider trades

What the people running AlTi Global, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider trades were reported in the last 90 days.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
July 2, 2026 Allianz Se10% owner Other changeindirect 1,272,329 - - Form 4
June 16, 2026 Furlong Mark FDirector Exercised options 30,732 - - Form 4
June 16, 2026 Brophy Warson TraceyDirector Exercised options 30,732 - - Form 4
June 16, 2026 Wimmer AndreasDirector Exercised options 30,732 - - Form 4
June 16, 2026 Cetin NazimDirector Exercised options 30,732 - - Form 4
June 16, 2026 Corio NormaDirector Exercised options 30,732 - - Form 4
June 16, 2026 Bouzarif AliDirector Exercised options 30,732 - - Form 4
June 16, 2026 Keaney Timothy FDirector Exercised options 47,495 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns ALTI

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Allianz SE13D, may seek influence 24.86% 26,707,214 April 2, 2026
IlWaddi Holdings13D, may seek influence with 1 related filers 19.6% 17,984,584 August 12, 2024
Tiedemann Michael13D, may seek influence with 3 related filers 9.8% 11,094,465 March 31, 2026
Islet Management, LP13G, passive with 1 related filers 5.27% 5,422,100 December 29, 2025

Latest filings below 5%: Peter Yu 4.94% (April 24, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 76 managers reported a position.

HolderSharesValueChange on quarter
Allianz SE21,707,214$78.4M0
BlackRock, Inc.3,181,284$11.5M+534,360
Vanguard Capital Management LLC2,014,518$7.3M+376,951
Geode Capital Management, LLC1,289,528$4.7M+142,256
State Street Corp847,248$3.1M+11,540
BlueCrest Capital Management Ltd825,000$3M+626,053
AlTi Global, Inc.773,167$2.8M0
Northern Trust Corp400,719$1.4M+70,002
Charles Schwab Investment Management Inc369,491$1.3M+22,501
Bokf, NA357,536$1.3M0
Vanguard Portfolio Management LLC338,450$1.2M+88,965
Vanguard Fiduciary Trust Co315,755$1.1M+32,369
UBS Group AG306,625$1.1M+137,327
Raymond James Financial Inc247,895$894.9K-56,437
Dimensional Fund Advisors LP202,742$731.9K+105,061
Squarepoint Ops LLC176,549$637.3Knew
GAM Holding AG175,000$631.8K-175,000
NewEdge Wealth, LLC122,390$441.8K0
Bank of New York Mellon Corp109,599$395.7K+10,793
Summit Trail Advisors, LLC109,339$394.7K+8,300

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

15 insiders reported holding 26,170,234 shares in total, about $63.1M at the last price.

HolderSharesAs of
Allianz Se10% owner 22,979,54222,979,542 held indirectly July 2, 2026
Weeber RobertPres, Intl. Wealth Mmgt 1,195,215 February 15, 2026
Tiedemann MichaelChief Executive Officer, Director 710,351 February 15, 2026
Connell BrookePres, US Wealth Mgmt 286,424 February 15, 2026
Keaney Timothy FDirector 207,680 June 16, 2026
Moran Kevin P.President and COO 156,982 February 15, 2026
Graham Colleen AChief Legal, Compl & Risk Ofcr 147,093 February 15, 2026
Furlong Mark FDirector 96,409 June 16, 2026
Brophy Warson TraceyDirector 84,520 June 16, 2026
Bouzarif AliDirector 84,520 June 16, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about ALTI

What does AlTi Global, Inc. do?

AlTi Global, Inc. is a company in the Finance sector, listed on NASDAQ as ALTI. Its shares trade on NASDAQ under the ticker ALTI.

What is AlTi Global, Inc.'s net worth?

AlTi Global, Inc. has a market value (market cap) of $375.8M at the latest share price, and shareholders' equity of $610.6M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is AlTi Global, Inc. profitable?

No. Over the twelve months to September 30, 2026 it reported a net loss of $38.2M on revenue of $277.3M.

How much revenue does AlTi Global, Inc. make?

Over the twelve months to September 30, 2026 AlTi Global, Inc. reported revenue of $277.3M. That is 30.2% more than a year earlier.

When did AlTi Global, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 9, 2026. It covers the period to September 30, 2026.

When is AlTi Global, Inc.'s next earnings report?

AlTi Global, Inc.'s next report is expected around March 30, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

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Where the numbers come from

Financial figures are the values AlTi Global, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.