Financial insights of ALTI

MyFinsight

For the quarter ending 2026-03-31, ALTI made $73,105K in revenue. $7,704K in net income. Net profit margin of 10.54%.

Income Overview

Revenue
$73,105K
Net Income
$7,704K
Net Profit Margin
10.54%
Unit: Thousand (K) dollars
Revenue Breakdown
Management Advisory Fees
Distributions From Investments
Other Fees Income

Income Statement	2026-03-31	2025-12-31	2025-09-30	2025-06-30
Total revenue	73,105	86,628	57,238	53,127
Compensation and employee benefits	56,274	61,468	41,450	44,601
Systems, technology and telephone	4,406	4,116	4,302	5,241
Sales, distribution and marketing	969	1,266	917	1,128
Occupancy costs	2,928	2,715	3,909	3,424
Professional fees	9,052	7,098	11,363	18,386
Travel and entertainment	841	838	897	1,008
Depreciation and amortization	4,706	4,764	4,714	4,619
General, administrative and other	4,593	6,173	18,183	4,867
Total operating expenses	83,769	88,438	85,735	83,274
Total operating income (loss)	-10,664	-1,810	-28,497	-30,147
Impairment gain on goodwill and intangible assets	-	50*	35,000	0
Gain (loss) on tra	-	-	-	-700
Gain (loss) on investments	5,609	-6,685	3,737	4,121
Gain (loss) on tra	201	6,761	-945	-748
Gain (loss) on preferred stock tranche liability	-	-	-	-750
Loss (gain) on preferred stock tranche liability	1,000	-710	500	-800
Gain (loss) on warrant liabilities	-	0*	-	-
Loss (gain) on earnout liabilities	-9,581	6,659	-4,741	7,385
Interest expense	89	68	126	2
Interest income	413	284	316	305
Other income (expense)	2,298	-23	-1,649	-146
Income (loss) before taxes from continuing operations	8,349	-8,960	-56,923	-34,752
U.s. federal tax expense (benefit) at statutory rate	-	-5,519*	-	-
State tax, net of federal benefit	-	881*	-	-
Foreign rate differential-GB	-	-345*	-	-
Change in valuation allowance-GB	-	960*	-	-
Non-deductible expenses-GB	-	788*	-	-
Change in fair value of contingent consideration-GB	-	317*	-	-
Other-GB	-	89*	-	-
Foreign rate differential-DE	-	-55*	-	-
Non-deductible expenses-DE	-	190*	-	-
Foreign rate differential-Foreign Tax Jurisdiction Other	-	-19*	-	-
Change in valuation allowance-Foreign Tax Jurisdiction Other	-	254*	-	-
Other-Foreign Tax Jurisdiction Other	-	13*	-	-
Change in valuation allowance-US	-	-3,217*	-	-
Stock based compensation	-	-2*	-	-
Non-deductible expenses	-	15*	-	-
Net impact of non-controlling interest	-	-836*	-	-
Change in fair value of contingent consideration-US	-	-341*	-	-
Non-deductible expenses-US	-	-24*	-	-
Rate change	-	3*	-	-
Income tax (expense) benefit from continuing operations	-41	-5,177	30,086	-4,709
Net income (gain) from continuing operations	8,390	-43,673*	-87,009	-
Total revenue	-	930*	-	-
Compensation and employee benefits	-	2,784*	-	-
Systems, technology and telephone	-	394*	-	-
Sales, distribution and marketing	-	210*	-	-
Occupancy costs	-	448*	-	-
Professional fees	-	5,885*	-	-
Travel and entertainment	-	123*	-	-
Depreciation and amortization	-	0*	-	-
General, administrative and other	-	532*	-	-
Total operating expenses	-	10,376*	-	-
Total operating income (loss)	-	-9,446*	-	-
Impairment loss on goodwill and intangible assets	-	0*	-	-
Loss (gain) on investments	-	37,985*	-	-
Interest expense	-	0*	-	-
Interest income	-	7*	-	-
Other income (expense)	-	0*	-	-
Income (gain) before taxes	-	28,546*	-	-
Income tax (expense) benefit	-	64*	-	-
Net income (gain) from discontinued operations, net of income tax	0	28,482*	-19,945	-
Net income (loss)	8,390	-15,191	-106,954	-30,043
Net (gain) income attributed to non-controlling interests in subsidiaries from continuing operations	686	-2,079*	-22,819	-
Net (loss) income attributed to non-controlling interests in subsidiaries	-	-	-	-5,681
Net (loss) income attributed to non-controlling interests in subsidiaries from discontinued operations	-	0*	0	-
Net income (loss) attributable to alti global, inc	7,704	-13,112	-84,135	-24,362

Basic EPS	-	-	-	-0.33
Diluted EPS	-	-	-	-0.33
Basic Average Shares	105,021,861	102,582,064	102,091,550	99,915,503
Diluted Average Shares	110,878,369	102,582,064	102,091,550	99,915,503

Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

MyFinsight

Income Overview

Revenue
$73,105K
Net Income
$7,704K
Net Profit Margin
10.54%
Unit: Thousand (K) dollars
Revenue Breakdown
Management Advisory Fees
Distributions From Investments
Other Fees Income

Time Plot

Show the time plot by selecting a row from the table.

Income Statement

DownloadDownload image

Income Overview

Revenue
$73,105K
Net Income
$7,704K
Net Profit Margin
10.54%
Unit: Thousand (K) dollars
Revenue Breakdown
Management Advisory Fees
Distributions From Investments
Other Fees Income

Time Plot

Show the time plot by selecting a row from the table.

Income Statement

DownloadDownload image

Income Overview

Revenue$73,105KNet Income$7,704KNet Profit Margin10.54%Unit: Thousand (K) dollarsRevenue BreakdownManagement Advisory FeesDistributions From InvestmentsOther Fees Income

Time Plot

Show the time plot by selecting a row from the table.

Income Statement

Income Overview

Revenue$73,105KNet Income$7,704KNet Profit Margin10.54%Unit: Thousand (K) dollarsRevenue BreakdownManagement Advisory FeesDistributions From InvestmentsOther Fees Income

Time Plot

Show the time plot by selecting a row from the table.

Income Statement

Revenue
$73,105K
Net Income
$7,704K
Net Profit Margin
10.54%
Unit: Thousand (K) dollars
Revenue Breakdown
Management Advisory Fees
Distributions From Investments
Other Fees Income

Revenue
$73,105K
Net Income
$7,704K
Net Profit Margin
10.54%
Unit: Thousand (K) dollars
Revenue Breakdown
Management Advisory Fees
Distributions From Investments
Other Fees Income