ALTI
Financial ServicesAlTi Global, Inc. · Asset Management - Global · $490M
What is AlTi Global, Inc.?
AlTi Global, Inc. is a New York-based wealth and asset management firm serving ultra-high-net-worth individuals, families, foundations, and institutions across the US and internationally. Founded in 2021, it operates across multiple financial advisory disciplines.
AlTi generates revenue through discretionary investment management, family office services, and merchant banking advisory. Its family office arm covers wealth transfer planning, philanthropy, and outsourced CFO services. The merchant banking side advises on mergers, acquisitions, private placements, and IPOs. The firm also manages and advises public and private investment funds, offering co-investment opportunities in alternative assets.
AlTi Global was founded in 2021 and is headquartered in New York City.
- Discretionary and non-discretionary investment management
- Comprehensive family office services
- Merchant banking and M&A advisory
- Alternative asset fund management and co-investment
Is ALTI a Good Stock to Buy?
UQS Score rates ALTI as Below Average overall.
The most notable bright spot in AlTi's profile is its Growth pillar, which registers as Strong — suggesting the firm is expanding its business at a pace that stands out relative to peers. The Valuation pillar is rated Attractive, meaning the stock does not appear expensive relative to its fundamentals.
Both the Quality and Moat pillars are rated Weak, indicating the business has not yet demonstrated durable competitive advantages or consistent financial quality. Risk sits at Neutral, offering limited buffer against those structural concerns.
See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does ALTI pay dividends?
No — AlTi Global, Inc. does not currently pay a dividend.
ALTI does not currently pay a dividend. As a relatively young firm founded in 2021 and still in a growth phase, AlTi Global appears to prioritize reinvesting capital into expanding its advisory capabilities and client base rather than returning cash to shareholders through distributions.
When does ALTI report earnings?
AlTi Global reports earnings on a quarterly cadence, typical for US-listed equities.
AlTi's Growth pillar rating suggests the firm has been expanding revenues and assets under management at an above-average pace. However, the Weak Quality pillar indicates that profitability and financial consistency have not yet matched that top-line momentum.
For the most recent quarter's results, visit AlTi Global's investor relations page directly.
ALTI Price History
-61.9% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in AlTi Global, Inc.?
Based on AlTi Global, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
ALTI Long-term Outlook
AlTi's Strong Growth pillar points to meaningful expansion potential as the firm scales its wealth management and merchant banking platforms. However, the Weak Quality and Moat pillars suggest the path to sustained profitability remains uncertain. The Neutral Risk rating indicates the firm is not in acute financial distress, but investors should weigh growth ambitions against the absence of a clearly established competitive moat.
Growth drivers
- Expansion of ultra-high-net-worth family office client relationships
- Growing demand for alternative asset co-investment services
- Merchant banking advisory activity tied to M&A and private placement markets
Key risks
- Weak competitive moat leaves the firm vulnerable to larger, established wealth managers
- Inconsistent financial quality may pressure margins as the firm scales
- Valuation re-rating risk if growth momentum slows before profitability improves
ALTI vs Peers
AlTi Global operates in a competitive financial services landscape alongside firms ranging from niche asset managers to large alternative investment platforms.
Focuses on a split-share structure targeting dividend income investors, a narrower mandate than AlTi's broad wealth and advisory platform.
A boutique investment manager with a concentrated focus on natural resources and emerging markets funds, contrasting with AlTi's multi-service family office model.
A large-scale alternative asset manager with significantly greater AUM and institutional reach, representing the upper end of the competitive spectrum AlTi aspires to serve.
Frequently Asked Questions
What does AlTi Global do?
AlTi Global provides wealth management, family office services, and merchant banking advisory to ultra-high-net-worth individuals, families, foundations, and institutions. It also manages and advises public and private investment funds and facilitates co-investment opportunities in alternative assets.
Does ALTI pay dividends?
No, ALTI does not currently pay a dividend. As a young, growth-oriented firm, AlTi Global reinvests capital into expanding its platform rather than distributing cash to shareholders. Investors seeking income may want to factor this into their assessment.
When does ALTI report earnings?
AlTi Global reports earnings on a quarterly cadence, consistent with standard US-listed company practice. For exact dates and the most recent results, check AlTi Global's official investor relations page.
Is ALTI a good stock to buy?
UQS Score rates ALTI as Below Average overall. While the Growth pillar is Strong and Valuation is Attractive, the Quality and Moat pillars are both Weak. That combination suggests meaningful upside potential alongside real execution risk. The full pillar breakdown is available to Pro members.
Is ALTI overvalued?
The UQS Valuation pillar for ALTI is rated Attractive, suggesting the stock is not considered expensive relative to its fundamentals within our scoring framework. However, valuation alone does not determine investment quality — see the full analysis for context.
How does ALTI compare to its competitors?
AlTi Global is a small-cap firm competing against both boutique managers like U.S. Global Investors and large-scale alternatives platforms like Apollo Global Management. Its differentiation lies in its integrated family office and merchant banking model, though it lacks the scale and established moat of larger peers.
What is ALTI's market cap bracket?
ALTI is classified as a small-cap stock. This places it in a segment of the market that can offer higher growth potential but typically carries greater volatility and liquidity risk compared to mid- or large-cap peers.
Who founded AlTi Global?
AlTi Global was established in 2021. For detailed founding history and leadership background, the company's official website and investor relations materials are the most reliable sources.
Is ALTI a long-term quality investment?
From a quality indicator standpoint, ALTI's Weak Quality and Moat pillars present challenges for long-term conviction. The Strong Growth pillar offers some optimism, but sustained long-term quality typically requires durable competitive advantages and consistent financial performance — areas where ALTI currently scores below average.
What is the main competitive advantage of AlTi Global?
AlTi's integrated model — combining family office services, discretionary investment management, and merchant banking under one roof — targets a niche of ultra-high-net-worth clients who value comprehensive, relationship-driven advisory. However, the UQS Moat pillar rates this advantage as Weak relative to peers at this stage.
Unlock Full ALTI Analysis
Sign in to unlock the detailed analysis behind the UQS Score.
- ✓View the exact UQS Score and all five pillar scores for ALTI
- ✓Access full financial metrics and quality indicators
- ✓Compare ALTI side-by-side with scored competitors
- ✓See Growth and Risk pillar detail behind AlTi's trajectory
- ✓Get the complete analyst-style view available to Pro members
Pro Analysis
ALTI — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 16, 2026 | 45.9 | 0.0 | 16.0 | 80.0 | 72.7 | 100.0 | +3.9 |
| May 14, 2026 | 42.0 | 0.0 | 16.0 | 80.0 | 46.7 | 100.0 | -1.1 |
| Apr 10, 2026 | 43.1 | 0.0 | 16.0 | 80.0 | 54.3 | 100.0 | +0.4 |
| Apr 9, 2026 | 42.7 | 0.0 | 16.0 | 77.9 | 54.3 | 100.0 | +0.4 |
| Apr 8, 2026 | 42.3 | 0.0 | 16.0 | 76.0 | 54.3 | 100.0 | -6.7 |
| Apr 2, 2026 | 49.0 | 0.0 | 16.0 | 88.6 | 81.5 | 100.0 | — |
ALTI — Pillar Breakdown
Quality
— 0.0/100 (25%)AlTi Global, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 80.0/100 (20%)AlTi Global, Inc. is growing rapidly with strong revenue and earnings expansion.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 72.7/100 (15%)AlTi Global, Inc. maintains a reasonable risk profile with manageable debt levels.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 100.0/100 (15%)AlTi Global, Inc. appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
P/E relative to earnings growth — lower is more attractive.
Moat
— 16/100 (25%)AlTi Global, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for ALTI.
Score Composition
Financial Data
More Stock Analysis
How is the ALTI UQS Score Calculated?
The UQS (Unified Quality Score) for AlTi Global, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses AlTi Global, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether AlTi Global, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.