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Visual31 Oct 2025
Three decades of Rolls-Royce
AtlasClear Holdings (ATCH) investor relations material
AtlasClear Holdings 2025 ThinkEquity Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.2025 ThinkEquity Conference summary30 Oct, 2025
Strategic vision and market positioning
Building a technology-enabled financial services platform focused on clearing, settlement, and custody for small and medium-sized financial institutions underserved by larger firms.
Targeting broker-dealers, RIAs, family offices, and hedge funds with integrated solutions for trading, clearing, settlement, and banking.
Emphasizing scalable margins and growth through both organic expansion and strategic acquisitions, including plans for international markets.
Positioning as a one-stop solution for institutions up to $1 billion in assets, leveraging fintech adoption and addressing legacy infrastructure challenges.
Limited competition in the correspondent clearing space, with unique licensing and regulatory positioning.
Recent acquisitions and growth initiatives
Acquired Wilson-Davis & Co., a 60-year-old correspondent clearing firm, enabling immediate service expansion.
Under contract to acquire Commercial Bancorp of Wyoming, a 110-year-old Fed member bank, with plans to file for Fed approval within 90 days.
Acquisition strategy includes both equity and cash, with total expected outlay around $10 million.
Recent performance at Wilson-Davis & Co. includes tripling revenue and a 733% increase in net income year over year.
Lockbox technology has driven significant growth in stock loan revenue, now exceeding $400,000 per month.
Financial performance and capital structure
Paid off $53 million in debt and nearly all payables related to the DSPAC, resulting in a clean balance sheet.
Secured a $20 million investment, split between $10 million in convertible debt and $10 million in equity and warrants, both at a $0.75 strike price.
Achieved profitability and strong operating results, with ongoing plans to acquire additional brokerage and crypto firms.
Commercial Bancorp of Wyoming has $3.3 million in equity, $27 million in deposits, and $27 million in loans.
The bank acquisition is expected to provide a clean, profitable charter at a fraction of typical de novo costs.
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Next AtlasClear Holdings earnings date
Q1 202615 Dec, 2025
Next AtlasClear Holdings earnings date
Q1 202615 Dec, 2025
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