AtlasClear (ATCH) Emerging Growth Conference summary

Strategic vision and market positioning

• Building a technology-enabled platform to modernize trading, clearing, settlement, and banking for small and midsize financial institutions, fintechs, and advisors.

• Targeting underserved institutions with revenues up to $1 billion, offering them tools and efficiencies typically reserved for larger players.

• Aims to be the connective tissue between trading, clearing, settlement, and banking, leveraging acquisitions for end-to-end capabilities.

• Focused on scalable margins through automation and a fixed cost foundation, enabling growth without proportional increases in overhead.

• Positioned for organic and acquisition-driven growth, with plans to expand into crypto and international markets by 2027.

Leadership and organizational strengths

• Leadership team and board have decades of experience in fintech, wealth management, and clearing, with proven track records in building and selling financial firms.

• Board members include former executives from major clearing and trading firms, providing deep industry expertise.

• Recent investments from industry insiders and partners reinforce confidence in the company’s growth trajectory.

• Management’s relationships and reputation are driving organic client interest and pipeline growth.

Acquisitions, partnerships, and platform integration

• Acquired Wilson-Davis & Co., a correspondent clearing firm, and under contract to acquire Commercial Bancorp of Wyoming, a Federal Reserve member bank.

• Integration of bank and clearing firm will enable internal cash sweeps, credit extension, and digital asset custody, creating a unique ecosystem.

• Partnership with LockBox enhances stock loan operations, driving profit growth.

• Dawson James Securities and a third confidential introducing broker are onboarding, expected to significantly increase revenues.