AtlasClear (ATCH) investor relations material

Company overview and business model

• Building a technology-enabled financial services platform focused on trading, clearing, settlement, and banking for financial services firms.

• Operates as a fintech-driven B2B platform targeting firms with annual revenues up to $1 billion, including brokerages, hedge funds, pension plans, and family offices underserved by larger clearing firms.

• Recent acquisitions include Wilson-Davis & Co. (correspondent clearing) and a pending acquisition of Commercial Bancorp, aiming to expand specialized clearing and banking services.

• Developing a proprietary trading platform with clearing and settlement capabilities through a multi-year agreement with Pacsquare Technologies.

Financial performance and metrics

• As of June 5, 2026, public float is approximately $32.5 million, with 150,337,774 shares outstanding and a closing price of $0.22 per share.

• The company qualifies as an emerging growth company and a smaller reporting company, allowing for reduced disclosure and compliance obligations.

Use of proceeds and capital allocation

• Net proceeds from any primary offerings will be used for general corporate purposes and working capital, with broad discretion retained over allocation.

• Proceeds from sales by selling security holders will not go to the company.