Waton Financial Limited · NASDAQ:WTF
Waton Financial — Investor Presentation (August 2025)
27 slides from Waton Financial's investor presentation, Aug 13, 2025
Slide 1: Waton Financial Limited Investor Presentation
WATON FINANCIAL LIMITED Investor Presentation 8/12/2025
Slide 2: Disclaimer
DISCLAIMER 2 This presentation contains forward-looking statements. Forward looking statements are predictions based on Waton Financial Limited (the "Company", "our" and "we") management’s beliefs and assumptions based on information available to management at the time the statements are made. Thus,
Slide 3: Table of Contents
ABOUT US Company vision and overview INVESMENT HIGHLIGHTS Our value proposition and growth opportunities 02 01 03 APPENDIX Supplementary data and supporting information TABLE OF CONTENTS Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome
Slide 4: About Us
ABOUT US Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative and illiquid and there is a risk of loss. 10
Slide 5: Company Vision
COMPANY VISION Empower and redefine finance with AI technologies We believe that AI will surpass humans in investment capabilities Our goal is to be at the forefront of this trend and become the leading creator, trainer and employer of AI traders Please see offering documents for further risks and d
Slide 6: Our Roadmap
OUR ROADMAP Acquisition of Waton Securities International Limited Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative and illiquid and there is a risk of loss. 10 2022 Successful IPO listing
Slide 7: Current Company Snapshot
CURRENT COMPANY SNAPSHOT Waton Financial Limited is a HOLDING COMPANY We currently have 2 EXISTING BUSINESS SEGMENTS SECURITIES BROKERAGE Offers brokerage, margin financing and other ancillary services SOFTWARE LICENSING AND RELATED SERVICES Broker cloud solutions, trading platform APP development &
Slide 8: Investment Highlights
INVESTMENT HIGHLIGHTS Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative and illiquid and there is a risk of loss. 10
Slide 9: Value Proposition
VALUE PROPOSITION Accelerated access to an INNOVATIVE AND SCALABLE AI TECHNOLOGY A COMPETITIVE POSITIONING to capitalize on a rapidly growing market FIRST MOVER ADVANTAGE to an anticipated first of its kind AI-powered investment analytics app > 35+ YEARS OF PROVEN EXPERTISE in the securities brokera
Slide 10: A Seasoned Securities Firm
A SEASONED SECURITIES FIRM INTEGRATED SECURITIES BROKER Drives business growth through both traditional brokerage services and its SaaS business EXTENSIVE EXPERIENCE Post the acquisition, we retained its key management to ensure business continuity > 35 YEARS OF OPERATION Founded in 1989, proven to
Slide 11: What Is the TradingWTF App?
DESCRIPTION A real-time investment analytics app that provides insights into the portfolio management strategies and trading performances of AI traders REVENUE MODEL Subscription fees and carry revenue Subscription includes: AI-based pre-investment research, access to the complete position holdings
Slide 12: User Experience
USER EXPERIENCE User login to CREATE AN ACCOUNT CERTAIN AI TRADERS’ POSITION holdings will be accessible to users for free Access to the COMPLETE POSITION HOLDINGS of all AI traders requires users to SUBSCRIBE AND PAY A MONTHLY FEE THE 'COPY TRADE' FEATURE enable users to designate a specific AI tra
Slide 13: Investor Confidence in AI Traders Is Growing
INVESTOR CONFIDENCE IN AI TRADERS IS GROWING 58% 55% 54% 38% 35% 34% 28% 22% 20% 18% 18% 17% 14% India China United Arab South Africa Singapore Australia Ireland UK Germany Japan 41% 41% 29% 14% Millennials Gen Z Gen X Baby Boomers Brazil US France By population demographics SURVEY BY BCG – TOPIC: I
Slide 14: Market Opportunities
Source: Chinese Securities Depository Data, 2025 132 Million 3,447 319,000 TOTAL ADDRESSABLE MARKET SERVICEABLE ADDRESSABLE MARKET TARGET NO. OF SUBSCRIBERS IN 2030E TARGET NO. OF “COPY TRADE” CLIENTS IN 2030E RETAIL INSTITUTIONAL MARKET OPPORTUNITIES Represents an implied 0.003% market share of SAM
Slide 15: Developing an App That Allows Traders to Train AI Agents
DEVELOPING AN APP that allows traders to train their respective AI trading agents PILOT COMPLETION OF AI STRATEGY ROADMAP AI traders are MARKETED VIA OUR PLATFORM and can be TRANSACTED THROUGH CRYPTO EXCHANGES (similar to NFTs) PIONEER ORGANIZATION that fosters the development of AI traders AI trade
Slide 16: Capitalize a Growing Market
14 16 20 23 28 34 40 49 58 70 0 10 20 30 40 50 60 70 80 2025 2026E 2027E 2028E 2029E 2030E 2031E 2032E 2033E 2034E CAPITALIZE A GROWING MARKET 4 5 6 7 8 10 12 14 17 20 0 5 10 15 20 25 2025 2026E 2027E 2028E 2029E 2030E 2031E 2032E 2033E 2034E ESTIMATED GLOBAL AI TRADING PLATFORM MARKET FORECAST (US$
Slide 17: Growth Drivers for the Industry
GROWTH DRIVERS FOR THE INDUSTRY INCREASING DEMAND FOR AI TRADING CAPABILITIES Institutions are seeking solutions to enhance their trading strategies through AI CUSTOMIZATION AND ACCESSIBILITY AI traders can cater to diverse trading strategies and various market conditions RISING NEED FOR REAL- TIME
Slide 18: Appendix
APPENDIX Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative and illiquid and there is a risk of loss. 19
Slide 19: Meet the Team
Previous experiences: Executive Director and General Manager of Shenzhen Peach Education. CEO of Shenzhen Jinhui Technology. Former VP and CEO of Shenzhen Hurricane Asset Management Bachelor’s degree in Finance from the University of Toronto TONY ZHOU CHAIRMAN & CTO 7+ years of managerial and operat
Slide 20: Financial Summary: Revenue and Breakdown
FINANCIAL SUMMARY 5.7 10.1 7.4 12 9 6 3 0 2023 2025 40% 60% Brokerage commission and interest income Software licensing FY 2023 FY 2024 86% 14% Brokerage commission and interest income Software licensing FY 2025 76% 24% Brokerage commission and interest income Software licensing Notes: These figures
Slide 21: Financial Summary: Adjusted Net Profit and Cash
2023 2024 2025 FINANCIAL SUMMARY “Adjusted net profit removes non-recurring extraordinary expenses and show a true reflection of operating net profit. The primary reason for the decrease in net profit in 2025 is attributable to increases in compensation and R&D expenses (necessary for our app launch
Slide 22: Financial Summary: Revenues
FINANCIAL SUMMARY US$MM YEAR ENDED MARCH 31 2023 2024 2025 REVENUES BROKERAGE AND COMMISSION INCOME 2.1 8.2 4.4 PRINCIPAL TRANSACTIONS AND PROPRIETARY TRADING 0.0 -0.7 0.1 INTEREST INCOME 0.2 1.2 1.2 SOFTWARE LICENSING AND RELATED SUPPORT SERVICES 3.5 1.4 1.8 TOTAL REVENUES 5.7 10.1 7.4 % GROWTH 75.
Slide 23: Financial Summary: Operating Expenses
FINANCIAL SUMMARY US$MM YEAR ENDED MARCH 31 2023 2024 2025 OPERATING EXPENSES COMMISSIONS AND BROKERAGE FEES 0.1 0.4 0.2 SOFTWARE LICENSING AND RELATED SUPPORT 0.6 0.8 1.0 INTEREST EXPENSES 0.0 0.2 0.3 COMPENSATION AND BENEFITS 0.7 2.1 3.2 SHARE-BASED COMPENSATION EXPENSES 0.4 0.0 8.8 RESEARCH AND D
Slide 24: Financial Summary: Profit and Loss
FINANCIAL SUMMARY US$MM YEAR ENDED MARCH 31 2023 2024 2025 OPERATING PROFIT (LOSS) 3.1 2.9 -10.7 OTHER INCOME (LOSS) 0.7 0.0 -1.2 PROFIT (LOSS) BEFORE INCOME TAX 3.8 2.9 -11.8 INCOME TAX (EXPENSE) BENEFIT -0.7 -0.4 -0.2 NET PROFIT (LOSS) 3.1 2.5 -12.0 % MARGIN 24.8% -160.7% Notes: These figures are
Slide 25: App's Completed Pilot Program
APP’S COMPLETED PILOT PROGRAM Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative and illiquid and there is a risk of loss. 25
Slide 26: App's Completed Pilot Program
APP’S COMPLETED PILOT PROGRAM Please see offering documents for further risks and disclosures. There is no guarantee that any specific outcome will be achieved. Investments may be speculative and illiquid and there is a risk of loss. 25
Slide 27: Our Team Brings Diverse Backgrounds Together
The belief that AI will surpass traditional human methods in investments and financial trading. Our goal is to establish a strong presence at the forefront of this trend OUR TEAM BRINGS DIVERSE BACKGROUNDS TOGETHER, UNITED BY ONE CORE BELIEF Contact us: ir@waton.com Please see offering documents for
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