AtlasClear Holdings, Inc.

AtlasClear Holdings, Inc. is a technology-enabled financial services firm headquartered in Tampa, Florida. The company's core mission is to simplify and strengthen the fundamental functions of trading, clearing, settlement, and banking within the financial ecosystem. It aims to redefine how financial institutions operate by integrating technology, regulatory expertise, and operational excellence to foster greater efficiency and transparency.

AtlasClear provides institutional-grade tools and services for financial institutions, fintechs, and advisors, particularly those with annual revenues up to $1 billion, including brokerage firms, hedge funds, pension plans, and family offices, who may be underserved by larger clearing firms. Its offerings include clearing, settlement, custody, risk management, and compliance services, primarily through its wholly-owned subsidiary, Wilson-Davis & Co., Inc. The company also offers fintech assets such as AtlasFX and Rubicon for currency exchange management, SURFACExchange for FX trading, and BondQuantum for bond analysis.

In recent developments, AtlasClear Holdings has reported significant growth, including an 84% increase in revenue and positive net profit and stockholders' equity for fiscal Q2 2026. The company has been actively expanding its reach through strategic acquisitions and partnerships, including a letter of intent to acquire Ark Financial Services, Inc. and its subsidiary Dawson James Securities, Inc., and regulatory applications to acquire Commercial Bancorp, parent of Farmers State Bank, to enhance its banking capabilities. Leadership changes have also occurred, with Jeff Sime appointed CEO of its subsidiary Wilson-Davis & Co., Inc. in late 2024, and Sandip I. Patel becoming Chief Financial Officer and General Counsel in September 2025. John Schaible serves as Executive Chairman and Craig Ridenhour as President.