Alvarium Tiedemann

What Alvarium Tiedemann does

AlTi Global, Inc. (NASDAQ: ALTI), operating commercially as AlTi Tiedemann Global, is a publicly traded multi-family office formed in 2023 through the merger of Tiedemann Advisors, Tiedemann Investment Group (TIG, founded 1980), and Alvarium Investments (originally LJ Capital, founded 2009). The firm serves ultra-high-net-worth families and individuals, family offices, fiduciaries, and endowments/foundations across 19 offices in 9 countries spanning North America, Europe, and Asia Pacific. As of late 2025, the firm reports $88–93 billion in assets under management and advisement, supported by a team of 50+ investment professionals.

The platform delivers integrated investment management, estate and wealth planning, trust and fiduciary administration (through a Delaware State-chartered trust company), philanthropy and impact advisory, governance and education, tax optimization, and outsourced CIO (OCIO) services. Investment access is differentiated by the Global Manager Access Platform, which enables co-investments alongside Allianz, and by $520 million of firm capital invested alongside clients. The client-facing technology stack is built on the Addepar wealth platform (providing consolidated reporting, account access, and tax documents) augmented by the firm's proprietary Signature Framework for purpose discovery and the recently announced (May 2026) AI-driven advisor tooling partnership with Nevis. Underlying technology integrations include HubSpot for CRM/marketing, Google Analytics for web measurement, and Vimeo for video distribution.

The business model is AUM/AUA-based recurring fee income on wealth management and advisory services, supplemented by co-investment returns and trust/fiduciary fees. Pricing is quote-based and not publicly disclosed, consistent with bespoke UHNW engagements. The go-to-market is high-touch enterprise field sales — direct engagement with senior advisors and leadership, limited annual client intake to preserve boutique service intensity, and an active M&A strategy funded by a $450 million commitment from Allianz X and Constellation Wealth Capital. The firm has executed three disclosed acquisitions since the merger (East End Advisors for $76M in April 2024, Envoi LLC for $25.2M in May 2024, and Kontora Family Office in March 2025) and is listed on Nasdaq, with reported awards including Family Office of the Year 2024, Best Multi-Family Office Over $25bn, Best Outsourced CIO, and Best Philanthropy Offering.

Name

Alvarium Tiedemann

Legal name

AlTi Global, Inc.

Website

https://alti-global.com

Company type

Public

Founded year

2023

Operating status

Operating

Headcount range

251–500 employees

Short description

AlTi Global (NASDAQ: ALTI) is a publicly traded multi-family office providing integrated investment management, estate planning, philanthropy, and fiduciary services to ultra-high-net-worth families, family offices, and endowments across 19 offices in 9 countries.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Multi-family office services
• Wealth management advisory
• Outsourced CIO solutions
• Fiduciary and trust administration
• Philanthropy impact investing

Headquarters

HQ city

Aspen

HQ country

United States

HQ region

North America

Offices20 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management and Advisory Fees: Fees charged for investment management, fiduciary services, estate planning, and family office services. AUM/AUA-based fees with assets under management and advisement ranging from $88-93 billion as of late 2025.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

AlTi Tiedemann Global operates a multi-family office serving ultra-high-net-worth families, individuals, family offices, and endowments/foundations across nine countries. The firm delivers integrated investment management (traditional and alternative), estate and wealth planning, trust and fiduciary administration, philanthropy and impact advisory, governance and education, tax optimization, and outsourced CIO (OCIO) services, supported by a global team of more than 50 investment professionals and approximately $88-93 billion in assets under management or advisement.

Product overview

AlTi Tiedemann Global is a multi-family office providing integrated wealth management and investment services through a platform-plus-service model. The firm was formed in 2023 through the Nasdaq-listed merger of Tiedemann Advisors, Tiedemann Investment Group (TIG), and Alvarium Investments. Its core offering spans four client segments — Families & Individuals, Fiduciaries, Family Offices, and Endowments & Foundations — supported by a suite of core services including Investment Management, Estate & Wealth Planning, Philanthropy & Impact, Governance & Education, Tax Optimization, Trust & Fiduciary Administration, Family Office Administration Services, and Outsourced CIO (OCIO). These services are delivered by a global team of over 50 investment professionals and supplemented by a proprietary digital client portal powered by Addepar. The firm also provides Mission-Driven Investing and Extended Foundation Services for institutional clients. As of September 30, 2025, the firm manages or advises on approximately $88 billion to $93 billion in assets across 19 offices in nine countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Customized portfolio management across traditional and alternative asset classes, including endowments-style portfolios, third-party manager selection, and consolidated reporting on all assets. Managed by a global team of over 50 investment professionals for UHNW families, family offices, endowments, and foundations.
• Estate & Wealth Planning Dynamic wealth and estate planning process including discovery, review, collaboration, strategy development, implementation, and consolidated performance reporting, tailored to individual client needs. For UHNW families and individuals.
• Philanthropy & Impact Philanthropy and impact investing advisory covering motivation exploration, giving vehicle establishment, education, governance design, due diligence, grantmaking, and evaluation. For clients seeking to align capital with social and environmental outcomes.
• Governance & Education Family governance and financial education services including values and purpose definition, family dynamics facilitation, financial literacy development, governance framework design, and legacy and transition planning.
• Tax Optimization Tax reporting, income distribution planning, estimated tax management, investment and basis tracking, tax authority representation, and regulatory update monitoring, coordinated with external accountants.
• Trust & Fiduciary Administration Fiduciary administration services in Delaware and other progressive trust jurisdictions, including trust and estate plan reviews, trust agreement creation and modification, trustee services, investment portfolio development, and comprehensive reporting.
• Family Office Administration Services Comprehensive suite of family office services including single-point-of-contact coordination, document storage, budgeting and cash flow management, bill pay, tax planning and coordination, personal accounting, entity creation, HR and payroll, private foundation management, and property coordination.
• Outsourced Chief Investment Officer (OCIO) Outsourced CIO services acting as a strategic thought partner and 'investment team down the hall,' delivering personalized portfolios with global manager access and objective advice for endowments, foundations, and family offices.
• Mission-Driven Investing for Foundations Mission-aligned investing for foundations and endowments combining financial excellence with long-term impact through four strategies: Sustainable, Positive Engagement, Thematic, and Catalytic, centered on Climate Sustainability and Inclusive Innovation themes.
• Extended Foundation Services Operational support for foundations including budget and cash flow planning, financial tracking and reporting, cash flow management, grantmaking management, record maintenance, and compliance and tax monitoring.
• Client Portal (Addepar) Secure client portal powered by Addepar providing full access to account information, tax documents, notifications, and statements. Separate login paths exist for Tiedemann Advisors (US) and Tiedemann Constantia (non-US).

Named customers3 records

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature4 records

Partnerships

Two partnerships are on record, tiered strategic and core.

• NevisstrategicTechnology or Integration · 14 May 2026Nevis is an AI wealth platform that AlTi Tiedemann Global has partnered with to empower its global advisor network, enhancing advisor capabilities with artificial intelligence tools.
• AddeparcoreTechnology or IntegrationAddepar powers AlTi's client portal providing full secure access to account information, tax documents, and statements for Tiedemann Advisors (US) and Tiedemann Constantia (non-US) clients.

Scale indicators10 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Bessemer Trust: One of the largest U.S. multi-family offices serving UHNW families across generations with investment management, trust, and advisory services. Bessemer is the closest pure-play peer to AlTi's multi-family office model and competes for the same UHNW family relationships.
• Glenmede: Privately held, $50B+ AUM multi-family office and investment manager serving UHNW families, foundations, and endowments. Closely comparable to AlTi in scale, target client base, and outsourced CIO/philanthropy offerings.
• Pitcairn: Multi-family office and investment firm serving UHNW families with multi-generational wealth planning, OCIO, and impact investing capabilities. Direct competitor to AlTi in the UHNW and family-office advisory space.
• Abbot Downing (Wells Fargo): Wells Fargo's ultra-high-net-worth multi-family office brand offering investment management, trust, and banking services. Comparable in scope of UHNW services but operates with bank-balance-sheet support that AlTi lacks.
• Pathstone: Independent multi-family office (formed via MainStreet Advisors and FolioDynamix combinations) serving UHNW families with investment advisory, OCIO, and family office services. Comparable scale and direct competitor to AlTi's family-office segment.

Broad incumbents

• Brown Brothers Harriman (Wealth Management): Long-established private bank and wealth manager with significant UHNW and family-office offerings. Larger and more diversified than AlTi but competes head-to-head for multi-generational UHNW relationships.
• Goldman Sachs Private Wealth Management: Investment banking giant with a substantial private wealth division serving UHNW families globally. Competes with AlTi for the largest UHNW families but offers a far broader product set including capital markets, alternatives, and banking.
• Morgan Stanley Wealth Management: Largest U.S. wealth manager by client assets with strong UHNW segment and global reach. Overlaps with AlTi on UHNW advisory and alternatives access, but at materially greater scale and with full investment-banking distribution.
• Northern Trust Wealth Management: Major wealth and asset manager with a dedicated family office and UHNW practice. Comparable OCIO, family-office, and trust capabilities but operates at significantly larger scale within a broader institutional banking and custody franchise.
• J.P. Morgan Private Bank: Global private bank serving UHNW individuals, families, and family offices with investment, lending, and capital markets capabilities. Overlaps with AlTi on cross-border UHNW advisory but with deeper institutional product and credit offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/altiglobal

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries8 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alvarium Tiedemann