AlTi Global, Inc. (ALTI)

Nasdaq: ALTI · Investment Advice · New York, NY · filing with the SEC since 2021

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Grade3.3

◀ Past 2.7● Present 2.9▶ Future 4.4

1 est.

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The grade of AlTi Global, Inc.

Nine metrics read from its own filings, by tense

Headline grade

3.3/10

◀ Past2.730% of the headline

● Present2.940% of the headline

▶ Future4.430% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

2.7/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed

1.4/10

Has it survived what it has been through?

10 warning events since 2021; the latest 2026-03-16.

weight 22% of this tense · 14th percentile among 48 sector filers · read for itself

From the record

AlTi Global, Inc.'s filings since 2021 show 10 warning events of 3 kinds: a warning not to rely on past financial statements (8-K item 4.02, 2 times, the latest 2021-11-15); an auditor change (8-K item 4.01, 2 times, the latest 2023-02-21); a late-report notice (Form NT 10-K or NT 10-Q, 6 times, the latest 2026-03-16) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

5.3/10

What has it actually done, year after year?

+35.5% a year over 5 filed years; profitable in 1 of 5.

weight 45% of this tense · 53rd percentile among 42 sector filers · read for its customers

From the record

AlTi Global, Inc.'s 5 filed years say what it did: revenue went from $76 million in fiscal 2021 to $255 million in fiscal 2025, up 35.5% a year; it rose in 3 of 4 years; the deepest fall was 10% from fiscal 2023 to fiscal 2024; net income was positive in 1 of 5 of those years (its annual reports).

What it rests on

revenue growth over the filed span35.5%top 11% of its family
the share of years revenue rosetop 48% of its family
the share of filed years with a profitbottom 2% of its family
the deepest fall from a revenue peak10.3%top 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate

0.1/10

How has it treated the people who own it?

SI estimate 0.1/10, confidence 35 of 100 (one part).

weight 33% of this tense · 1st percentile among 46 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, the share count over the years, which ranks in the bottom 1% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
What the record cannot read: Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned: one part: the share count over the years, the one part on file, ranked among 46 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: AlTi Global, Inc.'s shareholder treatment is put at 0.1 of 10 with a confidence of 35 of 100, because read from one part only, the share count over the years, which ranks in the bottom 1% of 46 in its family; fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income. A filing that carries the missing parts replaces this estimate with the filed reading.

● Present

What are they doing right now?

2.9/1040% of the headline grade · 3 of 3 filed

Financial health

as filed

2.8/10

Is it financially healthy right now?

ROE -20%: lost 20¢ per shareholder dollar. Leverage 49%: owes 49¢ per asset dollar.

weight 22% of this tense · 28th percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, AlTi Global, Inc. lost about 20 cents for every dollar of shareholders' money. Leverage: it owed about 49 cents per dollar of assets, and net share issuance: its share count grew 25.3% over the year (the filed statements).

What it rests on

what it owes per dollar of assetstop 35% of its family
return on equitybottom 4% of its family
the share count against the year beforebottom 14% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

4.3/10

How strong is its position in its industry?

bottom 43% of 43 in its family; net margin -46.9%.

weight 45% of this tense · 43rd percentile among 43 sector filers · read for its customers

From the record

AlTi Global, Inc.'s standing among 43 graded names in its industry family: revenue of $255 million in fiscal 2025 ranks in the bottom 26% by size; a net margin of -46.9% ranks in the bottom 8%; revenue growth of 49.1% a year over the last 3 filed years ranks in the top 6% (its annual reports).

What it rests on

revenue against the family$255Mbottom 26% of its family
net margin-46.9%bottom 8% of its family
three-year revenue growth49.1%top 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed

1.0/10

What are the people in charge doing?

bottom 10% of 34 in its family for leadership; chief executive since 2026.

weight 33% of this tense · 10th percentile among 34 sector filers · read for its shareholders

From the record

AlTi Global, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Curtin, Nancy Ann (Interim CEO, as filed), filing under that title since 2026-04-09, 7 months (bottom 1% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 3.4 years (bottom 8%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (bottom 21%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

officer and director changes on Form 8-K, against the people in charge8 in three years among 15 peoplebottom 21% of its family
the median years the people in charge have filed3.4 yearsbottom 8% of its family
the chief executive's years on the record7 monthsbottom 1% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.4/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed

2.9/10

How much room does it have to grow?

bottom 29% of 42 in its family for room to expand.

weight 33% of this tense · 29th percentile among 42 sector filers · read for itself

From the record

AlTi Global, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $41 million against debt of $883 thousand leaves 3.4% of its assets as net cash, bottom 46% of its family; cash from operations less capital spending is -20.5% of revenue (bottom 13%) (its annual report).

What it rests on

cash less debt against assets3.4%bottom 46% of its family
cash from operations less capital spending against revenue-20.5%bottom 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

8.6/10

What could actually drive growth from here?

top 14% of 41 in its family for growth drivers.

weight 33% of this tense · 86th percentile among 41 sector filers · read for its customers

From the record

AlTi Global, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 49.1% a year over the last three filed years against 35.5% over all 5, speeding up (top 13% of its family); the newest year grew 28.5% (top 18%); capital spending grew 72.9% a year (top 10%) (its annual reports). AlTi Global, Inc. reported 4 product lines in fiscal 2025: Management Advisory Fees at $198 million (78%), Incentive Fees at $35 million (14%), Distributions From Investments at $21 million (8%), and 1 more; 4 of 4 grew against the year before (its annual report).

What it rests on

three-year growth against the whole span+13.6 points a yeartop 13% of its family
the newest year's revenue growth28.5%top 18% of its family
three-year growth of capital spending72.9%top 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

1.8/10

Did its newest year beat what its own record pointed to?

bottom 18% of 41 in its family for expectations against reality.

weight 33% of this tense · 18th percentile among 41 sector filers · read for its shareholders

From the record

AlTi Global, Inc.'s newest year against its own record: revenue of $255 million in fiscal 2025 came in 20% below the $319 million its prior three years' pace pointed to (bottom 14% of its family); net income of $120 million against a prior three-year average of $92 million (bottom 13%); a net margin of -46.9% against -44.8% before (bottom 26%) (its annual reports).

What it rests on

revenue against the prior three years' pace-20.0%bottom 14% of its family
net income against the prior three years' average-31%bottom 13% of its family
net margin against its prior average-2.1 pointsbottom 26% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton ALTI · research, not advice