AtlasClear Holdings, Inc.
AtlasClear Holdings, Inc. (NYSE: ATCH) is a fintech-driven business-to-business platform that provides integrated trading, clearing, settlement, and banking services to financial services firms. The company operates through a combination of recently acquired and developed technology platforms designed to modernize the… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What AtlasClear Holdings, Inc. does
In the company’s own words
AtlasClear Holdings, Inc. (NYSE: ATCH) is a fintech-driven business-to-business platform that provides integrated trading, clearing, settlement, and banking services to financial services firms. The company operates through a combination of recently acquired and developed technology platforms designed to modernize the financial services infrastructure for mid-market clients that are underserved by larger incumbent providers.
The company's core business encompasses three primary operational divisions. Wilson-Davis, acquired in 2022, is a self-clearing correspondent securities broker-dealer that specializes in over-the-counter microcap securities liquidation and provides clearing services to introducing brokers. Commercial Bancorp, a federal reserve member bank, was in the process of being acquired to provide banking and prime brokerage capabilities. The AtlasClear Platform, developed through a partnership with Pacsquare Technologies, represents the company's modern technology stack featuring cloud-based architecture with real-time processing capabilities for trading, clearing, and custody operations.
AtlasClear's product suite includes back and middle office solutions spanning trading APIs, integrated margin lending, portfolio management, account opening and maintenance, cash management, regulatory compliance, and communications infrastructure. The company also acquired intellectual property assets including AtlasFX and Rubicon FX systems for foreign exchange trading and risk management, the SURFACExchange platform for OTC FX options trading, and BondQuantum for fixed income analytics.
The company targets financial services firms with annual revenues up to one billion dollars, including brokerage firms, hedge funds, pension plans, and family offices seeking alternatives to larger clearing firms that have raised minimum service requirements. AtlasClear positions itself as a comprehensive one-stop-shop solution that reduces transaction costs and operational complexity compared to traditional correspondent clearing arrangements.
Revenue is generated through both transactional sources such as clearing fees, execution commissions, and banking services, as well as recurring revenue streams from custody fees, asset-based charges, securities lending, and account maintenance. The company's growth strategy emphasizes organic client acquisition, expansion of client revenue through enhanced product offerings, international expansion opportunities, and strategic acquisitions that enhance product capabilities or broaden market reach.
Company details
- Sector
- Financials
- Industry
- Finance Services
- Headquarters
- TAMPA, FL
- Fiscal year end
- June
- CIK
- 1963088
- SIC
- 6199
Financial performance, year by year
Fiscal 2023–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns AtlasClear Holdings, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · AtlasClear Holdings, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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