Our Philosophy

Be Adaptive

Being a midsize fintech firm can be both a blessing and a challenge. On the one hand, we don’t have the luxury of getting it wrong too often, but on the other we can be much more nimble than larger firms. With our modular, web-based architecture we can embrace the latest technologies and development approaches, allowing us to match each client’s unique workflows rather than forcing the client to conform to ours.

Be Open

For many years, the walled garden philosophy ruled the financial sector. While many banks have adopted a much more collaborative approach, far too many vendors have not. Our platform integrates with all major prime brokerages, executing brokers and front-, middle- and back-office trading technology vendors, providing a seamless flow of order information throughout the investment process regardless of your provider.

Be Transparent

A confluence of factors are forcing both the buy- and sell-side to take a hard look at costs, which means understanding not only the implicit and explicit price of trade execution, but the total cost of ownership for the entire trading infrastructure (platform, hardware, networking and connectivity, etc.) as well. We are transparent about what our economic model is and what the total costs will be, whether borne by the client or their broker.

By the Numbers

20+
Integrated Primes and Clearing Brokers
250+
FIX Routing Destinations
80+
Markets Supported Globally
124
Active Clients

Client Mix

LBX Sell-Side35%
LBX Buy-Side43%
LBX Connect22%

Client Testimonials

“Our workflow is complex and unique, and because of that other vendors have struggled to service us. LiquidityBook’s platform has been extremely flexible yet also simple to use, which is a very rare combination.”- Head Trader | $2B AuM US Hedge Fund
“LiquidityBook’s service organization is among the industry’s best. From handshake through the onboard to the ongoing support, the team has been professional, proactive and attentive.”- CTO | Mid-Size Global Agency Broker
“Too often software sales come with hidden, opaque charges and other ‘gotchas’ not discussed initially. LiquidtyBook has been up front about its model and licensing costs throughout. I’ve been very impressed with the value they’ve provided and the transparency with which they’ve delivered it.”- Head of Operations | US-Based Proprietary Trading Firm

Management Team

Kevin Samuel

Chief Executive Officer

One of the two co-founders, Kevin Samuel has been the driving force behind LiquidityBook’s industry-leading software platform since the firm’s inception. As the leader of LiquidityBook’s technology organization, Mr. Samuel and his team work closely with clients to ensure that the system meets our user’s evolving needs. Mr. Samuel began his career as a development engineer at CosmoCom, a provider of cloud-based contact center solutions. He is a graduate of the University of Chicago.

Shawn Samuel

Chief Technology Officer

Shawn Samuel is CTO of LiquidityBook, joining the firm in 2011. In this role he is responsible for all aspects of the firm’s technology platform globally. Mr. Samuel previously served as CTO for Contact Networks, which was eventually acquired by Thomson Reuters. Earlier in his career Samuel spent time in several senior technology roles at Art Technology Group, i2 Technologies and Actuality Systems. Mr. Samuel attended Harvard University, graduating Magna Cum Laude.

Sean Sullivan

Chief Revenue Officer

Sean Sullivan joined LiquidityBook as CRO in February 2016. In this role he is responsible for the firm’s sales and business development strategy globally. Mr. Sullivan previously served as CRO for REDI Global Technologies, and prior to that was Head of Global Sales for Eze Software Group and a member of the firm’s executive committee. He began his career at Bridge Information Systems, where he eventually became EVP of Sales. Mr. Sullivan is a graduate of the University of Connecticut.

Taylor Wielage

Chief Financial Officer

Taylor Wielage has served as CFO since joining LiquidityBook in January 2015. He brings a wide range of experience, having worked on the buy-side, sell-side and vendor community. Most recently Mr. Wielage served as CFO of accounting software provide PlanGuru, and before that worked in financial positions at Jefferies and Och-Ziff Capital Management. Mr. Wielage is a graduate of the University of Vermont.

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