ALTI on Nasdaq

AlTi Global, Inc.

AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across.4 From its latest annual report

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Last updated Oct 19, 2026.

Overview

$255.0MRevenue, fiscal 20252
-$119.7MNet income, fiscal 20252

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  • TickerALTI on Nasdaq1
  • IndustryInvestment Advice1
  • HeadquartersNew York, New York1
  • Incorporated inDE3
  • Business address22 Vanderbilt, 27Th Floor, New York, Ny 100173
  • Filer categoryAccelerated filer, Emerging growth company3

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AlTi is a global wealth and investment partner to families, foundations and institutions, helping clients activate capital with clarity, bring structure to complexity, and plan with purpose across borders and generations. AlTi combines the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital. We manage or advise approximately $93.1 billion in combined assets as of December 31, 2025. We have approximately 490 professionals operating in 19 cities in 9 countries across three continents as of December 31, 2025. We provide holistic solutions for our wealth management and Outsourced Chief Investment Officer (“OCIO”) clients through an array of services, including discretionary investment management services, non-discretionary investment advisory services, estate and wealth planning, trust and fiduc…4 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

-29.0%Operating margin2
-46.9%Net margin2
28.5%Revenue growth, 20252
-19.9%Return on equity2
0.00×Debt to equity2

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs93¢$236.4M
  • Income tax7¢$18.6M

Out of $255.0M in revenue.2 The company lost money this year.

Financial statements

Revenue562$255.0M in 2025+237% since 2021
0$100.0M$200.0M$300.0M2021: $75.7M$75.7M20212022: $76.9M$76.9M2022+2%2023: $221.1M$221.1M2023+188%2024: $198.4M$198.4M2024−10%2025: $255.0M$255.0M2025+29%
Operating income562-$73.9M in 2025
-$75.0M-$50.0M-$25.0M0$25.0M2021: $7.8M$7.8M20212022: -$1.3M-$1.3M20222023: -$48.2M-$48.2M2023+3559%2024: -$58.9M-$58.9M2024+22%2025: -$73.9M-$73.9M2025+25%
Net income562-$119.7M in 2025
-$200.0M-$150.0M-$100.0M-$50.0M0$50.0M2021: $3.9M$3.9M20212022: -$5.9M-$5.9M20222023: -$165.6M-$165.6M2023+2714%2024: -$103.0M-$103.0M2024−38%2025: -$119.7M-$119.7M2025+16%
Fiscal year202020212022202320242025
Revenue$75.7M5$76.9M6$221.1M2$198.4M2$255.0M2
Operating expenses$67.9M5$78.2M6$269.4M2$257.3M2$328.9M2
Operating income$7.8M5-$1.3M6-$48.2M2-$58.9M2-$73.9M2
Income before tax$4.3M5-$5.5M6-$42.2M2-$123.1M2-$105.1M2
Income tax$515.0K5$527.0K6-$506.0K2-$20.9M2$18.6M2
Net income$3.9M5-$5.9M6-$165.6M2-$103.0M2-$119.7M2
Earnings per share$566.275-$839.876-$2.706-$1.596
Earnings per share (diluted)$566.275-$839.876-$2.706-$1.596
Shares (weighted, basic)7.0K shares57.0K shares661.4M shares279.7M shares299.9M shares2
Shares (weighted, diluted)7.0K shares57.0K shares6115.8M shares279.7M shares299.9M shares2

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Leadership

Who has led AlTi Global, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Peter Yu2021
  2. Michael Tiedemann2023–2026
  3. Nancy Ann Curtin2026–now

President

  1. Spiros Maliagros2023–2024
  2. Timothy F. Keaney2024

Chief financial officer

  1. Reid Parmelee2023
  2. Stephen D. Yarad2023–now
2025
Board members and other officers (28)

Former names

  • Alvarium Tiedemann Holdings, Inc.Jan 4, 2023 to Apr 18, 20233
  • Cartesian Growth CorpJan 7, 2021 to Jan 3, 20233

Timeline

  1. Apr 9, 2026New chief executive Nancy Ann Curtin becomes CEO13
  2. Jan 13, 2023New chief executive Michael Tiedemann becomes CEO14
  3. Feb 25, 2021New chief executive Peter Yu becomes CEO15

Filings

528 filings to the SEC since October 2021: 6 annual reports, 15 quarterly reports, 74 major events, 250 insider forms, 21 large holders, 162 other. The latest 20:

  1. Aug 13, 2026N-PX EDGAR
  2. Aug 10, 202610-Q EDGAR
  3. Aug 10, 20268-K EDGAR
  4. Aug 5, 202613F-HR EDGAR
  5. Jul 10, 2026EFFECT EDGAR
  6. Jul 2, 20268-K EDGAR
  7. Jul 2, 20264 EDGAR
  8. Jun 30, 2026S-3 EDGAR
  9. Jun 25, 20268-K EDGAR
  10. Jun 18, 20264 EDGAR
  11. Jun 18, 20264 EDGAR
  12. Jun 18, 20264 EDGAR
  13. Jun 18, 20264 EDGAR
  14. Jun 18, 20264 EDGAR
  15. Jun 18, 20264 EDGAR
  16. Jun 18, 20264 EDGAR
  17. Jun 18, 20268-K EDGAR
  18. May 29, 2026DEFA14A EDGAR
  19. May 11, 202610-Q EDGAR
  20. May 11, 20268-K EDGAR

The 528 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

79 open-market trades by officers, directors and large owners since October 2021: 40 buys and 39 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 3, 2025Moran Kevin P.President and COOSale28,509$3.47$98.9KForm 4
Jun 3, 2025Connell BrookePres, US Wealth MgmtSale21,462$3.47$74.5KForm 4
Jun 3, 2025Tiedemann MichaelChief Executive OfficerSale42,199$3.47$146.4KForm 4
Jun 3, 2025Graham Colleen AChief Legal, Compl & Risk OfcrSale22,934$3.47$79.6KForm 4
Jun 3, 2025Keenan Patrick T.Principal Accounting OfficerSale4,562$3.47$15.8KForm 4
Oct 18, 2024Maliagros SpirosPres., Strategic AlternativesSale6,475$4.00$25.9KForm 4
Oct 17, 2024Maliagros SpirosPres., Strategic AlternativesSale1,516$4.00$6.1KForm 4
Sep 17, 2024Maliagros SpirosPres., Strategic AlternativesSale5,769$4.47$25.8KForm 4
Sep 11, 2024Maliagros SpirosPres., Strategic AlternativesSale5,426$4.13$22.4KForm 4
Sep 10, 2024Maliagros SpirosPres., Strategic AlternativesSale500$4.00$2.0KForm 4
Sep 10, 2024Al-Thani Jassim Abdulaziz10% ownerBuy5,854$3.87$22.7KForm 4
Sep 9, 2024Maliagros SpirosPres., Strategic AlternativesSale5,612$4.04$22.7KForm 4
Sep 5, 2024Al-Thani Jassim Abdulaziz10% ownerBuy603$3.80$2.3KForm 4
Sep 4, 2024Al-Thani Jassim Abdulaziz10% ownerBuy12,586$3.80$47.8KForm 4
Aug 27, 2024Maliagros SpirosPres., Strategic AlternativesSale5,769$4.25$24.5KForm 4
Aug 20, 2024Moran Kevin P.President and COOSale137,500$4.00$550.0KForm 4
Aug 20, 2024Maliagros SpirosPres., Strategic AlternativesSale5,769$4.04$23.3KForm 4
Aug 20, 2024IlWaddi Holdings10% ownerBuy3,835$3.95$15.1KForm 4
Aug 16, 2024Maliagros SpirosPres., Strategic AlternativesSale2,464$4.07$10.0KForm 4
Aug 15, 2024Maliagros SpirosPres., Strategic AlternativesSale6,227$4.05$25.2KForm 4

All 79 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Sources

The numbers on this page point here. Each one links to the record it came from.

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