AtlasClear (ATCH) 2025 ThinkEquity Conference summary

Strategic vision and market positioning

• Focused on building a modern, scalable, regulated financial institution serving small and medium-sized financial institutions, broker-dealers, and RIAs with integrated trading, clearing, settlement, and banking services.

• Targeting an underserved market segment abandoned by larger clearing firms due to high minimums and legacy infrastructure.

• Strategic acquisitions are central, with Wilson-Davis (a 60-year-old correspondent clearing firm) already acquired and Commercial Bancorp of Wyoming (a 110-year-old Fed member bank) under contract, aiming to file for Fed approval within 90 days.

• Plans to expand both organically and through further acquisitions, with a focus on fintech adoption and international opportunities, especially in Latin America.

• Emphasizes scalable margins and growth potential, leveraging technology to minimize overhead and maximize efficiency.

Leadership, team, and board expertise

• Executive team and board bring decades of fintech, banking, and clearing experience, including successful exits and deep industry knowledge.

• Board members include former heads of major clearing and brokerage firms, providing strategic guidance and credibility.

• Recent investments from board members and industry specialists have strengthened capital and positioned the company for macro-level growth.

Financial performance and capital structure

• Wilson-Davis acquisition has led to rapid revenue and net income growth, with September revenue tripling and net income up 733% year-over-year.

• Balance sheet has been cleaned up post-DSPAC, with all debt paid off and a recent $20 million investment split between convertible debt and equity/warrants at $0.75 strike price.

• Company is now profitable and capitalized for future acquisitions and product expansion.