AlTi Global, Inc.
In their words
“We've grown our AUM in our wealth platform by 70% while maintaining industry-leading client retention rates above 95%.”
“Our client relationships are exceptionally strong, tenured and built on trust with a 96% retention rate, supported by senior advisers to bring more than 20 years of industry experience.”
“The firm has not only grown its client base but has doubled its average client size since 2016, all while maintaining a client retention rate of 97%.”
NPS disclosures (0)
No NPS disclosures yet.
Retention disclosures (9)
Retention rate (wealth management): 96% (2021-2025) — “we have a long-tenured, multi-generational client base with a retention rate of 96% since 2021”
Retention rate: 95% (Q4 2025) — “we've grown our AUM in our wealth platform by 70% while maintaining industry-leading client retention rates above 95%.”
Retention rate: 96% (Q2 2025) — “Our client relationships are exceptionally strong, tenured and built on trust with a 96% retention rate, supported by senior advisers to bring more than 20 years of industry experience.”
Retention rate (wealth management): 96% (2020-2024) — “In the wealth management business we have a long-tenured, multi-generational client base with a retention rate of 96% since 2020.”
Retention rate (Wealth Management): 96% (since 2020) — “Client retention rate since 2020 96%”
Retention rate (Envoi): 97% (Q1 2024) — “the firm has not only grown its client base but has doubled its average client size since 2016, all while maintaining a client retention rate of 97%.”
Retention rate (Wealth Management): 97% (since 2019) — “high client retention rate of 97%, as measured by lost clients since 2019”
Retention rate: 97% (2019-2022) — “Our success is manifested in our annual client retention rate, which averaged 97% from 2019 to 2022.”
Retention rate: 95% (as of December 31, 2021) — “we have a high client retention rate of more than 95%, as measured by lost client assets since 2018”
Lighthouse companies in Payments, wealth & financial services
About these figures
Every figure here was publicly disclosed by the named company: press releases, annual reports, SEC filings, earnings calls and news coverage. Companies tend to publish their NPS when it is good, so these numbers run higher than a true industry average: read them as what leading companies in this vertical say publicly, not as an industry benchmark.
NPS runs from −100 to +100. Retention figures are reported as the company defines them (net revenue retention, gross revenue retention, customer retention rate, churn). Every entry links to its source in the full database.