Financials [ 6/12 ] | Capital Markets [ 33/74 ]
NASDAQ | Common Stock
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally.
It operates through two segments, Wealth Management and Strategic Alternatives.
The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services.
It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles.
In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services.
It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration.
The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform.
The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023.
The company is based in New York, New York.
| Reported date | EPSChange YoY | EstimateSurprise |
|---|---|---|
| Nov 8, 24 | -0.03 Increased by +75.00% | 0.01 Decreased by -400.00% |
| Aug 9, 24 | -0.04 Decreased by -300.00% | -0.06 Increased by +33.33% |
| May 10, 24 | 0.24 Increased by +152.91% | 0.03 Increased by +711.33% |
| Mar 15, 24 | -0.05 Increased by +76.30% | 0.04 Decreased by -225.00% |
| Nov 14, 23 | -0.12 Decreased by -163.16% | 0.05 Decreased by -340.00% |
| Aug 15, 23 | 0.02 Increased by +300.00% | 0.09 Decreased by -77.78% |
| May 22, 23 | -0.46 Decreased by -355.56% | 0.11 Decreased by -518.18% |
| Dec 31, 22 | -0.21 Decreased by -2.21 K% | - |
| Fiscal ending date | RevenueChange YoY | IncomeChange YoY | ProfitChange YoY |
|---|---|---|---|
| Sep 30, 24 | 53.34 M Increased by +8.32% | -68.64 M Increased by +22.64% | Decreased by -128.67% Increased by +28.58% |
| Jun 30, 24 | 49.45 M Decreased by -4.68% | -5.99 M Decreased by -114.02% | Decreased by -12.12% Decreased by -114.71% |
| Mar 31, 24 | 50.81 M Decreased by -12.46% | 29.35 M Increased by +132.51% | Increased by +57.76% Increased by +137.13% |
| Dec 31, 23 | 91.71 M Increased by +420.24% | -48.59 M Decreased by -133.47% | Decreased by -52.98% Increased by +55.12% |
| Sep 30, 23 | 49.24 M Increased by +160.67% | -88.72 M Decreased by -713.06% | Decreased by -180.17% Decreased by -211.91% |
| Jun 30, 23 | 51.88 M Increased by +115.95% | 42.74 M Increased by +4.33 K% | Increased by +82.38% Increased by +1.95 K% |
| Mar 31, 23 | 58.05 M Increased by +175.35% | -90.29 M Decreased by -301.02 K% | Decreased by -155.55% Decreased by -109.39 K% |
| Dec 31, 22 | 17.63 M Decreased by -30.45% | -20.81 M Decreased by -672.51% | Decreased by -118.06% Decreased by -1.01 K% |