Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALTI
SELLREMOVEAlTi Global, Inc. · Financial Services · United States · $505M · Avg Vol: $613K/d
AlTi Global is a wealth management firm lacking any structural alignment with our core macro themes. It does not possess the asset-light, high-moat characteristics of a quality compounder under our framework.
COMPANY DESCRIPTION
AlTi Global, Inc. provides comprehensive financial and wealth management services for ultra-high-net-worth individuals, families, and institutions globally. The company offers integrated solutions spanning global advisory, investment management, and family office services, differentiating through its personalized and sophisticated client approach. It caters to a highly specialized niche in the high-net-worth financial services market.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 75.7M | 76.9M | 246.9M | 206.9M | 39.8% |
| EPS | 562.15 | -839.87 | -2.70 | -1.29 | — |
| Shares | 57.5M | 57.5M | 65.1M | 93.7M | +63.0% |
| Debt | 14.1M | 31.9M | 242.5M | 63.1M | 64.7% |
| Equity | 76.0M | 17.5M | 352.1M | 658.4M | 105.4% |
| Op CF | 18.9M | 6.9M | -81.7M | -50.7M | -63.7% |
| Inv CF | -2.5M | -7.2M | -132.9M | -75.7M | — |
| Fin CF | -11.9M | -0.3M | 36.0M | 174.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of ALTI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ALTI | AlTi Global, Inc.(you) | $505M | 24 | SELL |
| DPG | Duff & Phelps Utility and Infrastructure Fund Inc. | $528M | 24 | SELL |
| INV | Innventure, Inc. | $493M | 31 | SELL |
| TBLD | Thornburg Income Builder Opportunities Trust | $722M | 26 | SELL |
| BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $685M | 20 | SELL |
| GUG | Guggenheim Active Allocation Fund | $538M | 15 | STRONG SELL |
| FOF | Cohen & Steers Closed-End Opportunity Fund, Inc. | $386M | 19 | STRONG SELL |
| HFRO | Highland Funds I - Highland Opportunities and Income Fund | $363M | 20 | STRONG SELL |
| ASG | Liberty All-Star Growth Fund, Inc. | $336M | 20 | SELL |
| GHY | PGIM Global High Yield Fund, Inc | $494M | 12 | STRONG SELL |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%