Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ALTI
Strong SellSinkerAlTi Global, Inc. · Financial Services · United States · $625M · Avg Vol: $767K/d
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 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 75.7M | 76.9M | 221.1M | 198.4M | 255.0M | 35.5% | 276.6M | 299.3M | 326.8M | 13.2% |
| EPS | 562.15 | -839.87 | -2.70 | -1.58 | -1.54 | — | -1.24 | — | — | — |
| Shares | 57.5M | 57.5M | 65.1M | 93.7M | 103.3M | +79.7% | 115.1M | — | — | — |
| Debt | 14.1M | 31.9M | 242.5M | 63.1M | 62.6M | 45.1% | 75.9M | — | — | — |
| Equity | 76.0M | 17.5M | 352.1M | 658.4M | 600.1M | 67.6% | — | — | — | — |
| Op CF | 18.9M | 6.9M | -146.7M | -16.2M | -51.4M | -63.7% | 2.0M | — | — | — |
| Inv CF | -2.5M | -7.2M | -133.6M | -108.0M | 13.7M | — | — | — | — | — |
| Fin CF | -11.9M | -0.3M | 98.7M | 174.3M | 12.0M | — | — | — | — | — |
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) | $625M | 14 | Strong Sell |
| NDMO | Nuveen Dynamic Municipal Opportunities Fund | $599M | 12 | Strong Sell |
| RVI | Robinhood Ventures Fund I | $739M | 13 | Strong Sell |
| BOT | Robostrategy, Inc. | $658M | 7 | Strong Sell |
| ASA | ASA Gold and Precious Metals Limited | $948M | 13 | Strong Sell |
| NCDL | Nuveen Churchill Direct Lending Corp. | $608M | 23 | Sell |
| NKX | Nuveen California AMT-Free Quality Municipal Income Fund | $644M | 23 | Sell |
| BIT | BlackRock Multi-Sector Income Trust | $682M | 23 | Sell |
| KBDC | Kayne Anderson BDC, Inc. | $885M | 19 | Strong Sell |
| THQ | Abrdn Healthcare Opportunities Fund | $813M | 22 | Sell |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%