AtlasClear Holdings is a fintech driven business to brokerage platform aiming to build a cutting edge technology enabled financial services firm that provides a more efficient platform for trading, clearing, settlement and banking, including innovative products such as crypto, to serve financial services firms.

The company generates revenue through transactional and recurring sources. Transactional revenue comes from customer driven activities such as clearing, execution, banking and confirmation fees. Recurring revenue is expected from acting as custodian of customer assets and cash, including platform minimums, asset based fees, credit and debit balances, securities lending, statements and account maintenance.

AtlasClear Holdings believes its integrated technology platform and acquisitions give it a competitive edge over legacy providers, as few competitors offer a comparable modern platform that combines flexibility, speed, execution and broad asset class capabilities, while the company benefits from a leadership team with extensive experience in technology, investing, custody, banking and clearing.

The company's target client base consists of financial services firms with annual revenues up to $1 billion, including brokerage firms, hedge funds, pension plans and family offices that are underserved by larger correspondents, and Wilson Davis serves individual investors and private entities that frequently purchase private placement securities, with referral partners such as Canaccord Genuity.