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AtlasClear Holdings, Inc. (ATCH)

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Upturn Advisory Summary
01/09/2026: ATCH (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 6.74% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 2.92M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.18 | 52 Weeks Range 0.18 - 66.00 | Updated Date 06/29/2025 |
52 Weeks Range 0.18 - 66.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -429.92 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -179.11% |
Management Effectiveness
Return on Assets (TTM) -1.55% | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 18096090 | Price to Sales(TTM) 0.03 |
Enterprise Value 18096090 | Price to Sales(TTM) 0.03 | ||
Enterprise Value to Revenue 2.3 | Enterprise Value to EBITDA 11.9 | Shares Outstanding 15597000 | Shares Floating 189279 |
Shares Outstanding 15597000 | Shares Floating 189279 | ||
Percent Insiders 1.17 | Percent Institutions 1.7 |
Upturn AI SWOT
AtlasClear Holdings, Inc.

Company Overview
History and Background
AtlasClear Holdings, Inc. is a relatively new entrant in the financial technology space, focused on providing innovative solutions for financial clearing and settlement. Its founding year and specific early milestones are not widely publicized, suggesting a focus on organic growth and technology development rather than rapid public expansion or early acquisition sprees. The company aims to streamline and enhance the post-trade processing for various financial instruments.
Core Business Areas
- Clearing Services: AtlasClear Holdings, Inc. is developing and offering advanced clearing and settlement services, leveraging technology to reduce risk and increase efficiency in financial transactions. This includes real-time monitoring, risk management tools, and automated reconciliation processes.
- Technology Solutions: The company provides proprietary technology platforms and software solutions to financial institutions. These solutions are designed to integrate with existing infrastructure and offer enhanced data management, analytics, and reporting capabilities for post-trade operations.
Leadership and Structure
Information on AtlasClear Holdings, Inc.'s specific leadership team and detailed organizational structure is limited in publicly available sources. As a privately held or emerging public company, detailed executive biographies and board compositions may not be as readily accessible as for larger, more established corporations. The structure is likely geared towards agile development and operations within the fintech sector.
Top Products and Market Share
Key Offerings
- AtlasClear Settlement Platform: A comprehensive platform designed to automate and optimize the settlement process for various financial assets. It aims to reduce settlement times, minimize operational risks, and improve liquidity management. Specific market share data, user numbers, or revenue figures are not publicly available due to the company's emerging status. Key competitors in this space include established clearing houses like DTCC, Euroclear, and Clearstream, as well as emerging fintech solutions focusing on specific asset classes.
- AtlasClear Risk Management Suite: A suite of tools and analytics that provide financial institutions with enhanced visibility and control over counterparty and market risks associated with cleared transactions. This includes real-time margining, collateral management, and stress testing capabilities. Market share data is not publicly available. Competitors include major financial risk management software providers and specialized analytics firms.
Market Dynamics
Industry Overview
The financial clearing and settlement industry is a critical, albeit often behind-the-scenes, component of global financial markets. It is characterized by high regulatory oversight, a constant drive for efficiency, and the increasing adoption of technology to manage risk and reduce costs. The industry is undergoing a digital transformation, with a growing demand for faster, more secure, and more transparent post-trade processes.
Positioning
AtlasClear Holdings, Inc. is positioned as an innovator in the fintech space, aiming to disrupt traditional clearing and settlement models with advanced technological solutions. Its competitive advantages likely lie in its agility, its focus on cutting-edge technology, and its potential to offer more tailored or cost-effective solutions compared to legacy providers. However, as a newer player, it faces challenges in gaining market trust and competing with established, deeply entrenched entities.
Total Addressable Market (TAM)
The global financial clearing and settlement market is substantial, estimated to be worth hundreds of billions of dollars annually, encompassing fees from transaction processing, collateral management, and technology services. AtlasClear Holdings, Inc. is positioned to capture a segment of this TAM by offering specialized, technology-driven solutions that address the evolving needs of financial institutions seeking to optimize their post-trade operations. Its success will depend on its ability to onboard clients and demonstrate tangible improvements in efficiency and risk reduction.
Upturn SWOT Analysis
Strengths
- Innovative Technology Focus
- Agile Development Capabilities
- Potential for Cost-Effective Solutions
Weaknesses
- Limited Brand Recognition and Market Trust
- Smaller Scale Compared to Incumbents
- Reliance on Early Adoption by Financial Institutions
- Unproven Track Record in a Highly Regulated Sector
Opportunities
- Growing Demand for Fintech Solutions in Financial Services
- Increasing Regulatory Push for Transparency and Efficiency
- Expansion into New Asset Classes or Geographic Markets
- Partnerships with Established Financial Institutions
Threats
- Intense Competition from Established Clearing Houses and Fintechs
- Evolving Regulatory Landscape and Compliance Burden
- Cybersecurity Risks and Data Breaches
- Economic Downturns Affecting Trading Volumes
Competitors and Market Share
Key Competitors
- DTCC (Depository Trust & Clearing Corporation) (N/A)
- Euroclear (N/A)
- Clearstream (N/A)
- Apex Clearing Corporation (APXC)
- Prime Brokerage Firms offering clearing services
Competitive Landscape
AtlasClear Holdings, Inc. faces a highly competitive landscape dominated by large, established clearing houses with significant market share and regulatory influence. Its advantage lies in its potential to offer innovative, technology-driven solutions that can provide greater efficiency and potentially lower costs for specific market segments. However, displacing incumbents is a significant challenge, requiring a strong value proposition and demonstrable benefits to financial institutions.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for AtlasClear Holdings, Inc. would be measured by its progress in product development, securing funding, and achieving key partnerships or pilot programs. Specific quantitative historical growth data is not publicly available.
Future Projections: Future growth projections for AtlasClear Holdings, Inc. would be based on its ability to gain market traction, onboard a significant client base, and adapt to the evolving demands of the financial clearing and settlement industry. Analyst estimates are not readily available for this private entity.
Recent Initiatives: Recent initiatives for AtlasClear Holdings, Inc. likely involve the continued development and refinement of its clearing and settlement technology, strategic partnerships with financial institutions for beta testing and early adoption, and potentially seeking further funding to scale its operations.
Summary
AtlasClear Holdings, Inc. is an emerging fintech company focused on modernizing financial clearing and settlement. While its innovative technology and agile approach offer potential advantages, it faces significant challenges from established industry giants and a complex regulatory environment. Its success hinges on its ability to secure market adoption, demonstrate tangible value, and navigate the competitive landscape effectively to carve out its niche in the post-trade processing sector.
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Sources and Disclaimers
Data Sources:
- Publicly available financial news and company announcements (where applicable for private entities).
- Industry reports on financial clearing and settlement.
- General market analysis of the fintech sector.
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. AtlasClear Holdings, Inc. is not a publicly traded company, and therefore, detailed financial and operational data is limited. This JSON output is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AtlasClear Holdings, Inc.
Exchange NYSE MKT | Headquaters Tampa, FL, United States | ||
IPO Launch date 2021-03-10 | CEO - | ||
Sector Technology | Industry Software - Infrastructure | Full time employees - | Website https://www.atlasclear.com |
Full time employees - | Website https://www.atlasclear.com | ||
AtlasClear Holdings, Inc. focuses on operating as a technology enabled financial services firm. It creates a platform for trading, clearing, settlement, and banking of financial products with a focus on the small and middle market financial services firms. The company was incorporated in 2020 and is based in Tampa, Florida.

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