AtlasClear Holdings (NYSEAM:ATCH) 2025 Conference October 30, 2025 04:30 PM ET Speaker1Good afternoon, ladies and gentlemen. This is the last presentation of the day. We'll save the best for last. My name is Mark Haley. I'm with Century Consulting. We're an accounting consulting firm doing a host of services for small public companies. It's my pleasure to introduce Craig Ridenhour and John Schaible from AtlasClear Holdings.Speaker0Good afternoon. I typically don't have a problem being heard. Normally, they ...

Presentation scheduled for 4:30 p.m. ETNEW YORK, Oct. 29, 2025 (GLOBE NEWSWIRE) -- AtlasClear Holdings, Inc. (NYSE American: ATCH) (“AtlasClear” or the “Company”), a technology-enabled financial services platform modernizing trading, clearing, settlement, and banking, today announced that it will present at the ThinkEquity Conference being held at the Mandarin Oriental, New York on Thursday, October 30, 2025, at 4:30 p.m. Eastern Time. John Schaible, Executive Chairman of AtlasClear Holdings, and Craig Ride ...

TAMPA, Fla., Oct. 27, 2025 (GLOBE NEWSWIRE) -- AtlasClear Holdings, Inc. (NYSE American: ATCH) (“AtlasClear Holdings” or the “Company”), a technology-enabled financial services platform modernizing trading, clearing, settlement, and banking, today announced that its wholly owned subsidiary, Wilson-Davis & Co. (“WDCO”), has reported strong financial results to its regulatory authority, highlighted by material improvements in revenue, net income, and net capital. For the quarter ended September 30, 2025 (Q1 F ...

Summary of Atlas Clear Holdings Conference Call (October 22, 2025) Company Overview - **Company Name**: Atlas Clear Holdings - **Ticker Symbol**: ATCH - **Industry**: Financial Services, Fintech - **Market Position**: Aiming to build a technology-enabled financial services platform to modernize trading, clearing, settlement, and banking for small to mid-sized financial institutions [1][6][9] Key Market Data - **Stock Price**: $0.40 as of October 14, 2025 - **Shares Outstanding**: Approximately 127 million - **Market Capitalization**: Over $50 million - **Average Daily Trading Volume**: Approximately 58 million shares [11][12] Core Business Strategy - **Target Market**: Underserved small to mid-sized financial institutions, including broker-dealers, hedge funds, and family offices [10][20] - **Mission**: To empower smaller financial institutions with technology and efficiency comparable to larger firms like Pershing and Fidelity [9][10] - **Key Offerings**: Integrated platform for trading, clearing, settlement, custody, and future banking services [14][15] Growth and Expansion Plans - **Strategic Acquisitions**: Recently acquired Wilson Davis and Company; plans to acquire Commercial Bancorp of Wyoming to enhance banking capabilities [16][41] - **Market Focus**: Targeting financial services firms with revenues up to $1 billion, which are historically underserved by larger clearing services [20] - **Future Plans**: Aiming for organic growth and selective acquisitions, including potential expansion into crypto and international markets by 2027 [52][54] Financial Performance and Projections - **Debt Management**: Successfully reduced debt from approximately $53 million to over $45 million; new financing includes $20 million in convertible debt with a floor of $0.75 [55][56] - **Revenue Growth**: Anticipated growth in correspondent clearing, underwriting, and stock loan services; reported a 42% month-over-month increase in stock loan transactions [58][59] - **Profitability Target**: Aiming for profitability by 2026 through scaling operations and adding new clients [62][63] Technology and Competitive Advantage - **Technology Differentiation**: Emphasizes flexibility and speed in product development compared to larger competitors; claims superior technology in certain aspects [68][70] - **Operational Efficiency**: Focus on automation and real-time data analytics to enhance scalability and reduce operational costs [26][69] Leadership and Management - **Experienced Leadership Team**: Comprised of industry veterans with extensive backgrounds in fintech and financial services [30][31][32] - **Board of Directors**: Includes experts in clearing, settlement, and trading, enhancing the company's strategic positioning [35][36][37] Challenges and Market Conditions - **Legacy Infrastructure Issues**: Identifies challenges posed by outdated systems that hinder growth for smaller financial institutions [23][24] - **Regulatory Environment**: Plans to navigate regulatory approvals for banking operations and digital asset custody [65][66] Conclusion - **Outlook**: Atlas Clear Holdings is positioned for significant growth in the financial services sector, targeting underserved markets with a scalable and integrated technology platform. The company is focused on strategic acquisitions, improving operational efficiency, and enhancing profitability by 2026 [19][60][62]

Core Viewpoint - AtlasClear Holdings, Inc. will present at the Emerging Growth Conference on October 22, 2025, discussing its growth strategy, technology platform, and recent milestones [1][2]. Company Overview - AtlasClear Holdings is a technology-enabled financial services platform focused on modernizing trading, clearing, settlement, and banking for small- and middle-market financial institutions [5]. - The company combines industry expertise with longstanding infrastructure through its subsidiary Wilson-Davis & Co., Inc., a full-service correspondent securities broker-dealer, and its planned acquisition of Commercial Bancorp of Wyoming [5]. Conference Details - The Emerging Growth Conference allows public companies to present their new products and services to the investment community efficiently [3]. - The conference targets a wide range of growth sectors and includes a diverse audience of individual and institutional investors, as well as investment advisors and analysts [4]. Leadership Presentation - John Schaible, Executive Chairman, and Craig Ridenhour, President of AtlasClear Holdings, will lead the presentation and engage with attendees in real time [2].

Core Viewpoint - AtlasClear Holdings, Inc. has successfully closed a $20 million financing round, which includes convertible debt and equity units, aimed at accelerating its growth strategy and expanding its operations [1][4]. Financing Details - The financing consists of $10 million in convertible debt with a 5-year term at an 11% coupon and a conversion price of $0.75 per share [2]. - An additional $10 million was raised through units sold at $0.60 per unit, with each unit comprising one share of common stock and one warrant [2]. - After accounting for the rollover of recent debt financing, the transaction yielded gross cash proceeds of $15.75 million, excluding placement agent fees and other transaction expenses [3]. Strategic Implications - The capital raised will enable the company to onboard new correspondents and expand into additional revenue lines, enhancing its operational capabilities [4]. - The financing is viewed as a strong vote of confidence from existing investors, which will support the company's growth strategy and technological advancements [4]. Company Overview - AtlasClear Holdings is focused on modernizing financial services through a technology-enabled platform, targeting small- and middle-market financial institutions [6]. - The company combines its expertise with established infrastructure, including Wilson-Davis & Co., Inc., a full-service correspondent securities broker-dealer, and plans to acquire Commercial Bancorp of Wyoming [6]. - The leadership team comprises industry veterans with extensive experience in financial services, positioning AtlasClear to deliver a comprehensive suite of brokerage, clearing, risk management, and banking solutions [6].

Core Viewpoint - AtlasClear Holdings, Inc. has announced a $20,000,000 financing deal, which includes a reinvestment led by Funicular Funds, LP and participation from Sixth Borough Capital, aimed at accelerating its business model and expanding revenue streams [2][4]. Financing Details - The financing consists of a rollover of $4,250,000 from recent debt financing, resulting in gross proceeds of $15,750,000 after accounting for placement agent fees and other transaction expenses [2][6]. - The investment includes $10,000,000 in convertible debt with a 5-year term at an 11% coupon and a conversion price of $0.75, and $10,000,000 in units sold at $0.60 per unit, which include one share of common stock and one warrant with a strike price of $0.75 [6]. Business Expansion Plans - The capital raised will enable the company to increase its staff, enhance its capabilities, and deploy various technologies to create competitive advantages [3][4]. - The company aims to onboard new correspondents and expand into additional lines of revenue as part of its growth strategy [2][4]. Company Overview - AtlasClear Holdings is focused on building a technology-enabled financial services platform to modernize trading, clearing, settlement, and banking for small- and middle-market financial institutions [4]. - The company combines industry expertise with established infrastructure through its subsidiary, Wilson-Davis & Co., Inc., and plans to acquire Commercial Bancorp of Wyoming, enhancing its service offerings [4]. Leadership and Expertise - The leadership team of AtlasClear includes industry veterans with experience in founding and leading notable companies in the financial services sector, positioning the company for future growth [4].

AtlasClear Holdings (NYSEAM:ATCH) Q4 2025 Earnings Call September 30, 2025 08:30 AM ET Speaker0Good day, and welcome to Atlas Clear Holdings fourth quarter and full year twenty twenty five earnings conference call. All participants will be in listen only mode. Please note, today's call is being recorded. Today's call will be led by John Shively, Executive Chairman and Craig Ridenour, President of Atlas Clear Holdings. Also joining us is Jeff Rampson, CEO of PCG Advisory, who will provide the safe harbor sta ...

Core Insights - AtlasClear Holdings, Inc. reported significant financial improvements, including over $43 million in debt conversion and an 83% reduction in De-SPAC liabilities [1][10][2] - The company is expanding its operations with the onboarding of a third correspondent clearing customer and the acquisition of Commercial Bancorp of Wyoming [1][5][2] - Leadership has been strengthened with the addition of new executives, enhancing governance and strategic direction [1][5][2] Recent Accomplishments - Closed a $5 million financing round in September 2025, with $2 million coming from Board members or affiliates, indicating strong leadership alignment with shareholders [5] - Filed the fiscal year 2025 Form 10-K on September 29, reinforcing the company's commitment to timely reporting and operational transparency [5] - Engaged PCG Advisory to enhance investor relations and communications, expanding visibility across institutional and retail markets [5] Financial Highlights - The company ended fiscal 2025 with $11.2 million in net capital at Wilson-Davis, significantly above regulatory requirements [10] - Reduced De-SPAC related debt from $52.6 million as of June 30, 2024, to approximately $8.9 million as of September 29, 2025, reflecting an 83% reduction [10] - Reported continued growth in net stock loan revenue, totaling $258k in July, $281k in August, and $400k month-to-date in September 2025, representing a 42.3% increase over August [10][2]

Core Insights - AtlasClear Holdings, Inc. (NYSEAmerican: ATCH) experienced a significant stock price increase of 23.15%, closing at $0.8251, following the announcement of Steven Carlson's return to the board of directors [1][3]. Group 1: Board Changes - Steven Carlson has returned to the board of AtlasClear effective September 24, after stepping down for personal reasons a year prior [2]. - Carlson replaces Sandip Patel, who transitioned from an independent director to the role of chief finance officer and general counsel [2]. - Executive Chairman John Schaible expressed excitement about Carlson's return, highlighting the loss of talent when he previously stepped down [3][4]. Group 2: Leadership Experience - Carlson's extensive experience includes being a co-founder of Marco Polo Exchange, CEO of MPS, former President of StoneX's securities business, and Head of the global Emerging Markets business at Lehman Brothers [4]. - His prior service as a board member of both the SPAC and ATCH made him a preferred choice for the board's independent members [4]. Group 3: Financial Developments - AtlasClear successfully raised $2.4 million through a private placement of convertible promissory notes [5].