AlTi Global, Inc (NASDAQ: ALTI) is an alternative and multi-family office wealth management company that provides investment advisory and family office services to ultra-high-net-worth individuals, families, and institutional clients. The company generates revenue through management fees, advisory fees, and performance-based fees tied to assets under management across its wealth management and alternative asset segments. AlTi serves clients with $25 million or more of investable assets, a client threshold established by predecessor firm TWMH, which was founded in 1999. The TIG Entities, part of AlTi's history since their founding in 1980, have supported more than 30 financial businesses and launched fund management platforms using a centralized services model. AlTi has grown through acquisition, including TWMH's purchase of Presidio Capital Advisors (approximately $4.1 billion AUM, 2016) and the Threshold Group (approximately $3.8 billion AUM, 2017). The company does not pay cash dividends as of the FY2025 10-K filed March 31, 2026.

Revenue model

AlTi generates revenue through management fees, advisory fees, and performance-based fees tied to client assets under management across wealth management and alternative asset advisory services, as disclosed in the FY2025 10-K.

Products and services

Services include investment advisory, multi-family office solutions, impact investing strategies, and a centralized fund management platform for portfolio managers, as described in the FY2025 10-K.

Customers and end markets

Primary clients are ultra-high-net-worth individuals and families with $25 million or more in investable assets, as well as institutional investors and external fund managers seeking platform services.

Value-chain role

AlTi acts as an investment advisor and outsourced family office, sitting between clients and underlying asset managers, providing portfolio construction, manager selection, and administrative family office services.

Geographic exposure

Operations span the United States and multiple international jurisdictions, with privacy and regulatory compliance obligations noted across 50 U.S. states and various non-U.S. jurisdictions, per the FY2025 10-K.

Source: SEC 10-K, filed 2026-03-31

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