Tiedemann Advisors
Tiedemann Advisors is a New York-based independent wealth management firm serving ultra-high-net-worth individuals, families, family offices, fiduciaries, and endowments, operating in the U.S., U.K., Switzerland, and Denmark as part of AlTi Tiedemann Global.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Tiedemann Advisors does
Tiedemann Advisors, founded in 1999 and headquartered in New York, operates as part of AlTi Tiedemann Global — the unified wealth-management brand of holding company AlTi Global, Inc. The firm is one of the larger independent U.S. wealth advisors, serving ultra-high-net-worth individuals and families, single and multi-family offices, professional fiduciaries (trustees and family-office administrators), and endowments and foundations. The group's reach extends across the U.S., the U.K., Switzerland, and Denmark via wholly owned operating subsidiaries including Tiedemann Constantia (Swiss wealth management), Tiedemann Independent A/S (Danish fund management), and the London-based Holbein Partners LLP acquired in July 2021. Christian Tiedemann remains in an operating director capacity at Tiedemann Independent A/S, and Carl Tiedemann is the founder, indicating founder-family continuity at senior levels.
The offering is structured as integrated advisory services rather than a discrete product or technology platform: global investment management, outsourced CIO, fiduciary and trust administration, philanthropic/charitable-giving advisory, and consolidated cross-border reporting for UHNW households. No proprietary digital platform, APIs, AI/ML capability, patents, or client-facing mobile application is disclosed, and pricing is not publicly listed — consistent with a fee-based, AUM/AUA wealth-management model organized around long-cycle advisory mandates. Distribution is anchored in a bottom-of-funnel referral channel (trusted advisors and professional networks) with top-of-funnel activity through industry events; the firm does not advertise transactional pricing.
Commercially, the firm monetizes through advisory and management fees on client assets, with award-category language referencing AUM/AUA tiers of $15bn+ and $25bn+ for multi-family-office business. The firm has been recognized with Family Office of the Year 2024 (Wealth Management Awards), Best Multi-Family Office serving clients with assets over $25bn (Family Wealth Report), Best Outsourced CIO, Best Philanthropy and Charitable Giving Advisory, and Top Wealth Manager (With Intelligence). Operating headcount of 101-250 supports a mid-size RIA/MFO profile; ownership sits with AlTi Global, Inc. and no public listing, IPO, or venture/private-equity capital raise is disclosed in the available data.
Tiedemann Advisors firmographics
Firmographics- Name
- Tiedemann Advisors
- Legal name
- AlTi Global, Inc.
- Website
- https://tiedemannadvisors.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Tiedemann Advisors is a New York-based independent wealth management firm serving ultra-high-net-worth individuals, families, family offices, fiduciaries, and endowments, operating in the U.S., U.K., Switzerland, and Denmark as part of AlTi Tiedemann Global.
- Ownership category
- akta.pro rank
Tiedemann Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Corporate & Institutional Trust Services (FSAAANAB), Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Tiedemann Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Tiedemann Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Distribution channels1 record
Marketing channels2 records
Tiedemann Advisors product offering
Product offeringCore offering
Tiedemann Advisors provides independent, fee-only wealth advisory and multi-family office services to ultra-high-net-worth individuals, families, and institutional clients. Offerings span discretionary investment management, financial and intergenerational planning, trust and fiduciary services, and consolidated reporting across jurisdictions. The firm operates as a Registered Investment Advisor with fiduciary obligations under the AlTi Tiedemann Global platform.
Product overview
Tiedemann Advisors operates within the AlTi Tiedemann Global ecosystem (AlTi Global, Inc. is the holding company with subsidiaries around the world under the AlTi Tiedemann Global brand). The company provides wealth management services for UHNW (ultra-high-net-worth) individuals, families, family offices, endowments, and foundations. Services include global investment management, purpose-built financial solutions, and fiduciary services. The offering is structured as a unified service offering rather than a distinct product-platform architecture.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management and Investment Advisory Discretionary and non-discretionary investment management, asset allocation, and portfolio construction for ultra-high-net-worth individuals and families on a fee-only, fiduciary basis.
- Family Office Services Integrated family office services including consolidated wealth reporting, governance, lifestyle coordination, bill pay, and financial administration for UHNW families and single-family offices.
- Trust and Fiduciary Services Trust administration, estate planning, and fiduciary services for UHNW individuals and families, often delivered in conjunction with outside legal counsel.
- Institutional Investment Management (OCIO) Discretionary outsourced investment management / OCIO-style mandates for endowments, foundations, and family offices requiring independent portfolio management and reporting.
- Philanthropy and Next-Generation Advisory Advisory services covering philanthropic strategy, foundation governance, and financial education for next-generation family members.
Companies that use Tiedemann Advisors
Customer profileSegments4 records
Ideal customer profiles2 records
Tiedemann Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tiedemann Advisors partnerships and signals
Strategic signalRecent moves6 records
Expansion highlights4 records
Tiedemann Advisors competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Tiedemann Advisors social profiles
Digital presenceTiedemann Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tiedemann Advisors leadership team
Management profileNumber of profiles
Profiles4 records
Tiedemann Advisors subsidiaries and ownership
Company hierarchySubsidiaries3 records
Tiedemann Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tiedemann Advisors M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tiedemann Advisors
What does Tiedemann Advisors do?
Tiedemann Advisors provides independent, fee-only wealth advisory and multi-family office services to ultra-high-net-worth individuals, families, and institutional clients. Offerings span discretionary investment management, financial and intergenerational planning, trust and fiduciary services, and consolidated reporting across jurisdictions. The firm operates as a Registered Investment Advisor with fiduciary obligations under the AlTi Tiedemann Global platform.
Is Tiedemann Advisors a public or private company?
Tiedemann Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Tiedemann Advisors founded?
Tiedemann Advisors was founded in 2021. It employs 101 to 250 people.
Where is Tiedemann Advisors based?
Tiedemann Advisors is headquartered in New York, United States, in the North America region.
Does Tiedemann Advisors have an API?
No public API is recorded for Tiedemann Advisors.
What industry is Tiedemann Advisors in?
Tiedemann Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAANAB, Corporate & Institutional Trust Services. Its NAICS code is 523940 and its SIC code is 6282.