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AlTi Global, Inc. announces strategic investment from Allianz X

Jul 31, 2024almost 2 years ago

Contract Type

partnership

KelownaFinancial ServicesFinanceAngel Investment

Description

AlTi Global, Inc. has closed a strategic investment of up to $300 million by Allianz X, an investment arm of Allianz SE. This investment is part of a previously announced strategic investment of up to $450 million from Allianz X and Constellation Wealth Capital (CWC). The capital will be used to fund mergers and acquisitions pipeline and organic growth activities.

Company Information

Company

AlTi Global

Location

Kelowna, British Columbia, Canada

About

AlTi is a leading independent global wealth and asset 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’s comprehensive offering is underscored by a commitment to impact or values-aligned investing and generating a net positive impact through its business activities. The firm currently manages or advises on approximately $69 billion in combined assets and has an expansive network with over 470 professionals across three continents.

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.