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Alvarium Tiedemann Holdings Inc. (ALTI)
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Upturn Advisory Summary
11/17/2025: ALTI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $9
1 Year Target Price $9
| 1 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -28.86% | Avg. Invested days 22 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 572.59M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 1 | Beta 0.77 | 52 Weeks Range 2.33 - 4.85 | Updated Date 11/16/2025 |
52 Weeks Range 2.33 - 4.85 | Updated Date 11/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Revenue by Geography
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -70.73% | Operating Margin (TTM) -46.99% |
Management Effectiveness
Return on Assets (TTM) -5.57% | Return on Equity (TTM) -25.52% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 754780118 | Price to Sales(TTM) 2.53 |
Enterprise Value 754780118 | Price to Sales(TTM) 2.53 | ||
Enterprise Value to Revenue 3.47 | Enterprise Value to EBITDA -360.2 | Shares Outstanding 102464812 | Shares Floating 45430848 |
Shares Outstanding 102464812 | Shares Floating 45430848 | ||
Percent Insiders 57.51 | Percent Institutions 10.98 |
Upturn AI SWOT
Alvarium Tiedemann Holdings Inc.
Company Overview
History and Background
Alvarium Tiedemann Holdings Inc. (formerly Cartesian Growth Corporation) was formed through a business combination with Alvarium Investments, Tiedemann Group, and the Cartesian SPAC. It provides wealth management, investment advisory, and trust services. The SPAC merger was completed in January 2023. The combined entities aim to provide a comprehensive suite of services for high-net-worth individuals and institutions.
Core Business Areas
- Wealth Management: Provides personalized wealth management services including financial planning, investment management, and estate planning to high-net-worth individuals and families.
- Investment Advisory: Offers investment advisory services to institutions and individuals, focusing on asset allocation and portfolio construction.
- Trust Services: Provides trust and fiduciary services, including estate administration and charitable planning.
- Investment Solutions: Offers private equity and alternative investment strategies.
Leadership and Structure
Michael Tiedemann serves as the Chief Executive Officer. The organizational structure consists of distinct business units responsible for wealth management, investment advisory, trust services, and other financial offerings. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Revenue: Most of the revenue is earned from this business segment
- Wealth Management Services: Comprehensive financial planning and investment management for high-net-worth clients. Market share data is difficult to determine precisely given the fragmented nature of the wealth management industry. Competitors include Goldman Sachs Personal Financial Management, Morgan Stanley Wealth Management, and independent RIAs.
- Alternative Investments: Access to private equity, real estate, and hedge funds. These products target sophisticated investors. Market share data is complex given the variety of alternative investment products. Competitors include Blackstone, Apollo Global Management, and The Carlyle Group.
Market Dynamics
Industry Overview
The wealth management and investment advisory industry is characterized by increasing demand for personalized financial services, driven by aging populations and growing wealth. Technology is playing a bigger role, with increased focus on digital platforms and data analytics.
Positioning
Alvarium Tiedemann Holdings Inc. aims to differentiate itself through a comprehensive suite of services and a global network. Its focus on alternative investments gives it a competitive advantage.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. Alvarium Tiedemann Holdings Inc. is positioned to capture a portion of this TAM through its services for high-net-worth clients and institutional investors.
Upturn SWOT Analysis
Strengths
- Comprehensive suite of services
- Global network and reach
- Experienced leadership team
- Access to alternative investments
Weaknesses
- Relatively small size compared to larger competitors
- Integration risks following mergers and acquisitions
- Reliance on key personnel
- High management fees compared to average wealth management firms
Opportunities
- Growing demand for wealth management services
- Expansion into new geographic markets
- Strategic acquisitions to increase scale
- Technological innovation to improve efficiency and client experience
Threats
- Economic downturn and market volatility
- Increased competition from larger players
- Regulatory changes and compliance costs
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- MS
- GS
- APO
- PG
- JPM
Competitive Landscape
Alvarium Tiedemann Holdings Inc. faces intense competition from larger, more established players. Its competitive advantages include a comprehensive service offering and access to alternative investments. However, it needs to scale up to compete effectively.
Major Acquisitions
Tiedemann Group
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: The merger with Tiedemann Group was a key part of forming Alvarium Tiedemann Holdings Inc., expanding its wealth management and trust services capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is limited post-merger. Growth strategies are heavily influenced by market conditions.
Future Projections: Future projections are based on analyst estimates and company guidance, subject to market fluctuations.
Recent Initiatives: Recent initiatives include the integration of the merged entities, strategic partnerships, and technological investments.
Summary
Alvarium Tiedemann Holdings Inc. is a relatively new entity formed through a SPAC merger, offering comprehensive wealth management and investment advisory services. Its strengths lie in its global network and access to alternative investments, but it faces challenges related to integration, size, and competition. Future growth will depend on its ability to scale and effectively compete in the wealth management market. Further financial data will be required to properly guage performance.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are based on available information and analyst estimates, and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Alvarium Tiedemann Holdings Inc.
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2023-01-03 | CEO & Director Mr. Michael Glenn Tiedemann | ||
Sector Financial Services | Industry Asset Management | Full time employees 520 | Website https://alti-global.com |
Full time employees 520 | Website https://alti-global.com | ||
AlTi Global, Inc. provides wealth and asset management services in the United States, the United Kingdom, and internationally. It operates in two segments, Wealth & Capital Solutions and International Real Estate. The company offers discretionary investment management and non-discretionary investment advisory services. Its trust services include creating or modifying trust instruments and acting as fiduciary. In addition, the company offers family office and administrative services comprising bookkeeping and back office, 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. Further, it provides ancillary fund management services, such as sales and marketing services, which include centralized marketing, strategic positioning, product development, sales planning and execution, investor relations, materials oversight, sales channel, and branding. Additionally, the company offers international real estate services that comprise real estate co-investment and real estate fund management services; and alternatives platform, which assists money managers in building their fund management businesses. 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.
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