AlTi Global Inc. (ALTI)
Company Description
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally.
The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services.
It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies.
The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting.
In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services.
Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services.
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.

Country | United States |
IPO Date | Apr 27, 2021 |
Industry | Asset Management - Global |
Sector | Financial Services |
Employees | 430 |
CEO | Michael Glenn Tiedemann |
Contact Details
Address: 520 Madison Avenue New York, New York United States | |
Website | https://alti-global.com |
Stock Details
Ticker Symbol | ALTI |
Exchange | NASDAQ |
Fiscal Year | January - December |
Reporting Currency | USD |
CIK Code | 0001838615 |
CUSIP Number | 02157E106 |
ISIN Number | US02157E1064 |
Employer ID | 00-0000000 |
SIC Code | 6282 |
Key Executives
Name | Position |
---|---|
Michael Glenn Tiedemann | Chief Executive Officer & Director |
Claire Verdirame | Chief Marketing Officer |
Kevin Patirck Moran J.D. | President & Chief Operating Officer |
Michael William Harrington | Chief Financial Officer |
Phillip Dundas | Chief Technology Officer |
Brooke Bayard Connell | President of US Wealth Management |
Colin Peters | Chief Human Resources Officer |
Colleen Ann Graham | Global General Counsel |
Lily Arteaga | Head of Investor Relations |
Patrick Keenan | Chief Accounting Officer |
Latest SEC Filings
Date | Type | Title |
---|---|---|
Mar 31, 2025 | 4 | Filing |
Mar 21, 2025 | 4 | Filing |
Mar 20, 2025 | 4 | Filing |
Mar 20, 2025 | 4 | Filing |
Mar 20, 2025 | 4 | Filing |
Mar 20, 2025 | 4 | Filing |
Mar 20, 2025 | 4 | Filing |
Mar 18, 2025 | 3 | Filing |
Mar 17, 2025 | 10-K | Annual Report |
Mar 13, 2025 | 8-K | Current Report |