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Zacks Company Profile for AlTi Global, Inc. (ALTI : NSDQ)

• Company Description    AlTi Global Inc. is a wealth manager providing entrepreneurs, multi-generational families, institutions and emerging next-generation leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. AlTi Global Inc., formerly known as AITI GLOBAL INC, is based in NEW YORK. Number of Employees: 430

• Price / Volume Information    Yesterday's Closing Price: $4.14 Daily Weekly Monthly 20 Day Moving Average: 176,382 shares Shares Outstanding: 142.24 (millions) Market Capitalization: $588.87 (millions) Beta: 0.80 52 Week High: $5.25 52 Week Low: $2.33 Short Interest Ratio:   % Price Change % Price Change Relative to S&P 500 4 Week 13.74% 8.68% 12 Week 38.00% 17.87% Year To Date -6.12% -12.07%

• Address & Contact Information Street Address Phone / Fax Email Address Web URL 22 Vanderbilt Avenue 27th Floor - New York,NY 10017 USA ph: 212-396-5900 fax: - investor@alti-global.com https://alti-global.com

• General Corporate Information    Officers Michael Tiedemann - Chief Executive Officer Timothy Keaney - Chairman Kevin Moran - President and Chief Operating Officer (Principal Michael Harrington - Chief Financial Officer Patrick Keenan - Chief Accounting Officer Peer Information AlTi Global, Inc. (EIIN) AlTi Global, Inc. (AFMI) AlTi Global, Inc. (DRL) AlTi Global, Inc. (GRFPY) AlTi Global, Inc. (IGOT) AlTi Global, Inc. (ATLC) Industry / Sector / Ticker Info Analyst Coverage: No Industry Group: FIN-MISC SVCS Sector: Finance CUSIP: 02157E106 SIC: 6282 Fiscal Year Fiscal Year End: December Last Reported Quarter: 03/01/25 Next Expected EPS Date: 08/08/25 Share - Related Items Shares Outstanding: 142.24 Most Recent Split Date: 1.00 (1.12:1) Beta: 0.80 Market Capitalization: $588.87 (millions)

• EPS Information     • Dividend Information Analyst Coverage: No Dividend Yield: 0.00% Current Fiscal Quarter EPS Consensus Estimate: $0.03 Indicated Annual Dividend: $0.00 Current Fiscal Year EPS Consensus Estimate: $0.06 Payout Ratio: Number of Estimates in the Fiscal Year Consensus: 1.00 Change In Payout Ratio: Estmated Long-Term EPS Growth Rate: % Last Dividend Paid: NA - $0.00 Next EPS Report Date: 08/08/25

• Fundamental Ratios P/E Current FY Estimate: 69.00 Trailing 12 Months: - PEG Ratio: - Price Ratios Price/Book: 0.89 Price/Cash Flow: - Price / Sales: 2.75 EPS Growth vs. Year Ago Period: 33.33% vs. Previous Quarter: 93.55% Sales Growth vs. Year Ago Period: 14.07% vs. Previous Quarter: 8.69% ROE 06/30/25 - - 03/31/25 - 0.64 12/31/24 - 0.46 ROA 06/30/25 - - 03/31/25 - 0.35 12/31/24 - 0.26 Current Ratio 06/30/25 - - 03/31/25 - 1.25 12/31/24 - 1.02 Quick Ratio 06/30/25 - - 03/31/25 - 1.25 12/31/24 - 1.02 Operating Margin 06/30/25 - - 03/31/25 - 2.12 12/31/24 - 1.64 Net Margin 06/30/25 - - 03/31/25 - -58.66 12/31/24 - -47.42 Pre-Tax Margin 06/30/25 - - 03/31/25 - -103.87 12/31/24 - -94.44 Book Value 06/30/25 - - 03/31/25 - 4.66 12/31/24 - 4.77 Inventory Turnover 06/30/25 - - 03/31/25 - - 12/31/24 - - Debt-to-Equity 06/30/25 - - 03/31/25 - 0.00 12/31/24 - 0.00 Debt-to-Capital 06/30/25 - - 03/31/25 - 0.14 12/31/24 - 0.40

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