# AlTi Global, Inc.: overview

ALTI · Nasdaq · CIK 1838615 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/alti.md) · [Financials](/companies/alti/financials.md) · [Filings](/companies/alti/filings.md) · [Insiders](/companies/alti/insiders.md)

Latest reported revenue: [$58.0m](/filings/0001628280-26-055274.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 10, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001628280-26-055274).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [51.8](/filings/0001628280-25-051776.md) | [51.5 d](/filings/0001628280-26-022450.md) | [57.1](/filings/0001628280-26-033621.md) | [52.4](/filings/0001628280-26-055274.md) | [57.2](/filings/0001628280-25-051776.md) | [88.3 d](/filings/0001628280-26-022450.md) | [73.1](/filings/0001628280-26-033621.md) | [58.0](/filings/0001628280-26-055274.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [(18.4%)](/filings/0001628280-25-051776.md) | [(65.1%) d](/filings/0001628280-26-022450.md) | [(14.7%)](/filings/0001628280-26-033621.md) | [(48.8%)](/filings/0001628280-26-055274.md) | [(49.8%)](/filings/0001628280-25-051776.md) | [(13.0%) d](/filings/0001628280-26-022450.md) | [(14.6%)](/filings/0001628280-26-033621.md) | [(18.7%)](/filings/0001628280-26-055274.md) |
| Net margin | % | [(140.0%)](/filings/0001628280-25-051776.md) | [(104.5%) d](/filings/0001628280-26-022450.md) | [3.3%](/filings/0001628280-26-033621.md) | [(46.5%)](/filings/0001628280-26-055274.md) | [(147.0%)](/filings/0001628280-25-051776.md) | [(14.9%) d](/filings/0001628280-26-022450.md) | [10.5%](/filings/0001628280-26-033621.md) | [(40.5%)](/filings/0001628280-26-055274.md) |
| Diluted EPS | $ per share | [(0.88)](/filings/0001628280-24-046969.md) | not reported | [(0.04)](/filings/0001628280-25-024649.md) | [(0.33)](/filings/0001628280-25-039531.md) | not reported | not reported | not reported | not reported |
| Free cash flow | $m | [(9.4) d](/filings/0001628280-24-046969.md) | [(1.8) d](/filings/0001628280-25-013180.md) | [(31.0)](/filings/0001628280-25-024649.md) | [(20.0) d](/filings/0001628280-25-039531.md) | [(3.4) d](/filings/0001628280-25-051776.md) | [2.1 d](/filings/0001628280-26-022450.md) | [5.3](/filings/0001628280-26-033621.md) | [(3.2) d](/filings/0001628280-26-055274.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivitiesContinuingOperations. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [75.7](/filings/0001628280-24-012642.md) | [76.9](/filings/0001628280-25-013180.md) | [221](/filings/0001628280-26-022450.md) | [198](/filings/0001628280-26-022450.md) | [255](/filings/0001628280-26-022450.md) |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | [10.3%](/filings/0001628280-24-012642.md) | [(1.7%)](/filings/0001628280-25-013180.md) | [(21.8%)](/filings/0001628280-26-022450.md) | [(29.7%)](/filings/0001628280-26-022450.md) | [(29.0%)](/filings/0001628280-26-022450.md) |
| Net margin | % | [5.2%](/filings/0001628280-24-012642.md) | [(7.7%)](/filings/0001628280-25-013180.md) | [(74.9%)](/filings/0001628280-26-022450.md) | [(51.9%)](/filings/0001628280-26-022450.md) | [(46.9%)](/filings/0001628280-26-022450.md) |
| Diluted EPS | $ per share | [566.27](/filings/0001628280-24-012642.md) | [(839.87)](/filings/0001628280-25-013180.md) | [(2.70)](/filings/0001628280-25-013180.md) | [(1.59)](/filings/0001628280-25-013180.md) | not reported |
| Free cash flow | $m | [18.9](/filings/0001628280-24-012642.md) | [6.7](/filings/0001628280-25-013180.md) | [(82.0)](/filings/0001628280-25-013180.md) | [(58.2)](/filings/0001628280-25-013180.md) | [(52.2)](/filings/0001628280-26-022450.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment; Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivitiesContinuingOperations.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/alti/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Allianz SE](/funds/1127508.md) | 2026-06-30 | $78.4m | 21,707,214 |  | Unchanged |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $11.5m | 3,181,284 |  | Added +534,360 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $7.3m | 2,014,518 |  | Added +376,951 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $4.7m | 1,289,528 |  | Added +142,256 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $3.1m | 847,248 |  | Added +11,540 |
| [BlueCrest Capital Management Ltd](/funds/1610880.md) | 2026-06-30 | $3.0m | 825,000 |  | Added +626,053 |
| [AlTi Global, Inc.](/funds/1838615.md) | 2026-06-30 | $2.8m | 773,167 |  | Unchanged |
| [NORTHERN TRUST CORP](/funds/73124.md) | 2026-06-30 | $1.4m | 400,719 |  | Added +70,002 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](/funds/884546.md) | 2026-06-30 | $1.3m | 369,491 |  | Added +22,501 |
| [BOKF, NA](/funds/9634.md) | 2026-06-30 | $1.3m | 357,536 |  | Unchanged |

## Recent filings

[All 573 filings](/companies/alti/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-20 | 12:42 ET | [8-K](/filings/0001628280-26-066398.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 9.01 Financial statements and exhibits | 0001628280-26-066398 |
| 2026-08-10 | 20:31 ET | [10-Q](/filings/0001628280-26-055274.md) | Quarterly report, period 2026-06-30 | 0001628280-26-055274 |
| 2026-08-10 | 20:01 ET | [8-K](/filings/0001628280-26-055192.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-055192 |
| 2026-07-02 | 12:33 ET | [8-K](/filings/0001628280-26-046705.md) | 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001628280-26-046705 |
| 2026-06-25 | 20:01 ET | [8-K](/filings/0001628280-26-045487.md) | 5.02 Departure or appointment of officers or directors; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-045487 |
| 2026-06-18 | 11:53 ET | [8-K](/filings/0001140361-26-025666.md) | 5.07 Shareholder vote results | 0001140361-26-025666 |
| 2026-05-11 | 20:48 ET | [10-Q](/filings/0001628280-26-033621.md) | Quarterly report, period 2026-03-31 | 0001628280-26-033621 |
| 2026-05-11 | 20:06 ET | [8-K](/filings/0001628280-26-033448.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001628280-26-033448 |
| 2026-04-30 | 20:50 ET | [DEF 14A](/filings/0001140361-26-018294.md) | Proxy statement, period 2026-06-17 | 0001140361-26-018294 |
| 2026-04-02 | 16:15 ET | [SCHEDULE 13D/A](/filings/0001193125-26-139408.md) | Ownership report, active investor, amended | 0001193125-26-139408 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-022450.md), filed Mar 31, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/2d7f20ce-a2e9-4a3f-8672-95af560dfceb)

## About the filer

- CIK: 1838615
- Tickers: ALTI
- Exchange: Nasdaq
- SIC code: 6282 Investment Advice
- State of incorporation: DE
- Filer category: <br>Emerging growth company

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:49 ET. No prices; not investment advice.
