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Upturn AI Summary - About
AlTi Global, Inc.(ALTI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ALTI
11/09/2026: ALTI (1-star) is currently NOT-A-BUY. Pass it for now.
Alvarium Tiedemann Holdings Inc. is a global independent investment firm that integrates wealth management with specialized alternative investment access for ultra-high-net-worth clients. Its primary strength lies in this hybrid service model, which positions the company to serve the complex needs of multi-generational families and institutions. The main growth opportunity involves scaling its platform and cross-selling sophisticated private market products. However, investors face risks related to integration complexity, market volatility, and intense competition from larger financial incumbents. The stock is generally suited for investors comfortable with the risks of a smaller-cap, integration-focused financial services company, and monitoring developments in organic AUM growth is essential.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company has potential for growth through consolidation, but it is in the early stages of proving scalable organic success. |
| Momentum investor | Weak fit | The stock has not consistently demonstrated the technical trends required for a momentum strategy. |
| Value investor | Mixed fit | Valuation is sensitive to AUM levels and integration execution, requiring a patient long-term outlook. |
| Dividend investor | Weak fit | The company prioritizes reinvestment over return of capital to shareholders. |
| Low-risk investor | Weak fit | Small-cap financial services companies often exhibit high volatility and integration risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is susceptible to rapid fluctuations due to its smaller float and market sensitivity. |
| Valuation risk | Medium / high | Determining an appropriate valuation is challenging given the complex post-merger financials. |
| Competition risk (Institutional Wealth) | High | Larger, more established firms may compete aggressively for the same ultra-high-net-worth client base. |
| Business quality | Medium | The franchise is still building its reputation and operational coherence following recent mergers. |
| Dividend income | Low / none | Investors should not expect significant income generation from this stock. |
| Execution risk | Medium / high | The company must successfully integrate disparate regional teams and cultures to achieve projected efficiencies. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -37.11% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 364.91M USD | Price to earnings Ratio - | 1Y Target Price 9 |
Price to earnings Ratio - | 1Y Target Price 9 | ||
Volume (30-day avg) 153.8K shares | Beta 0.82 | 52 Weeks Range 2.26 - 5.45 | Updated Date 11/08/2026 |
52 Weeks Range 2.26 - 5.45 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -1.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Wealth Management Fees | Management and advisory fees based on a percentage of AUM. | The company gets paid more as its clients' assets grow. |
| Alternative Investment Fees | Carried interest and management fees from private equity and real estate funds. | Profitability is linked to the performance and success of their private market funds. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-09 | When After Market | Estimate 0.01 | Actual - |
Profitability
Profit Margin -40.86% | Operating Margin (TTM) -18.7% |
Management Effectiveness
Return on Assets (TTM) -2.95% | Return on Equity (TTM) -13.35% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 673.08M | Price to Sales(TTM) 1.32 |
Enterprise Value 673.08M | Price to Sales(TTM) 1.32 | ||
Enterprise Value to Revenue 2.43 | Enterprise Value to EBITDA -360.2 | Shares Outstanding 115.07M | Shares Floating 52.45M |
Shares Outstanding 115.07M | Shares Floating 52.45M | ||
Percent Insiders 53.19 | Percent Institutions 16.05 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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