About LiquidityBook
LiquidityBook is a Technology company based in New York (United States) founded in 2005 by Kevin Samuel, and was acquired by FactSet in February 2025. Trade management solutions for financial markets are provided. It operates on a SaaS (Software-as-a-Service) model. LiquidityBook has completed 1 acquisition, including Messer FS. Its chief executive, as recorded, is Kevin Samuel. LiquidityBook offers products and services including LBX PMS, LBX Buy-Side, LBX Sell-Side, and LBX Connect. Its focus areas include Financial Technology and Trading Platforms. Its legal entity is LiquidityBook LLC. Its competitors include GAIN Capital, ION Group and Capitolis; 3 of its 3 listed competitors have raised funding.
Company details
LiquidityBook is established as a leading provider of cloud-native trading solutions for hedge funds, asset managers, and sell-side firms. Services are offered across portfolio management, order execution, and FIX connectivity through scalable platforms like LBX PMS and LBX Connect. The company is focused on delivering efficient trade management tools within the financial technology sector. Solutions are designed to evolve with client needs, ensuring adaptability in dynamic markets.
- Headquarters New York, United States
- Founders Kevin Samuel
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website liquiditybook.com
- Social LinkedIn X
- Acquired by FactSet (Feb 2025)
- Legal Name Liquiditybook Llc
Products & Services of LiquidityBook
LiquidityBook offers a comprehensive portfolio of products and services, including LBX PMS, LBX Buy-Side, LBX Sell-Side, and LBX Connect.
Portfolio management solutions are provided for efficient tracking.
Buy-side trading tools are offered for optimized execution.
Sell-side trading capabilities are delivered for market efficiency.
Managed FIX network is provided for seamless connectivity.
Funding Insights of LiquidityBook
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of LiquidityBook with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2021 | Private Equity Round | – | Primus Capital | – |
2 investors in total: 2 institutional.
Investors in LiquidityBook
LiquidityBook has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include FactSet and Primus Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward the US and Canada. | primuscapital.com | Cleveland, United States | ||
Financial data and analytics solutions are provided for investment professionals. | 1978 | factset.com | Norwalk, United States |
Investor details for LiquidityBook
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of LiquidityBook
6 people are tracked at LiquidityBook (6 in leadership).
| Name | Role | Group |
|---|---|---|
Kevin Samuel | Co-Founder & CEO | Leadership |
Sayant Chatterjee | Chief Operating Officer | Leadership |
James Baxter | Head of Global Buy-Side Sales | Leadership |
Jonathan Cross | General Manager, EMEA | Leadership |
Andy Carroll | Chief Architect | Leadership |
Jeff Schwartz | Director Of Product Management | Leadership |
Complete people profiles for LiquidityBook
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by LiquidityBook
LiquidityBook has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Messer FS.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Software company providing financial institutions with portfolio analysis, reporting and compliance solutions. | messerfs.com | Hong Kong, China | 2013 | Oct 2023 | •••• |
Complete acquisition details for LiquidityBook
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- Acquired stakes
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Competitors of LiquidityBook
LiquidityBook has 3 listed competitors in our database, 3 of them funded. They include GAIN Capital, ION Group and Capitolis.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| iongroup.com | 1998 | New York, United States | $400M | 988 | Treasury management solutions are provided for financial institutions and banks. | |
| capitolis.com | 2016 | New York, United States | $478.46M | 62 | Trade management solutions are provided for investors in capital markets. |
Detailed competitors of LiquidityBook
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- Full competitor set
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Web traffic of LiquidityBook
The website of LiquidityBook (liquiditybook.com) receives about 7.6K visits a month.
- Monthly visits7.6K
▲ 32.1% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as LiquidityBook (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Liquiditybook
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Frequently Asked Questions about LiquidityBook
LiquidityBook was founded in 2005 and raised its 1st funding round 16 years after it was founded.
LiquidityBook is headquartered in New York, United States. It is registered at New York, New York, United States.
Kevin Samuel is the CEO of LiquidityBook, as recorded in our data. They have also founded this company.
LiquidityBook is established as a leading provider of cloud-native trading solutions for hedge funds, asset managers, and sell-side firms. Services are offered across portfolio management, order execution, and FIX connectivity through scalable platforms like LBX PMS and LBX Connect. The company is focused on delivering efficient trade management tools within the financial technology sector. Solutions are designed to evolve with client needs, ensuring adaptability in dynamic markets.
LiquidityBook's top competitors include Capitolis, ION Group and GAIN Capital.
LiquidityBook offers LBX PMS, LBX Buy-Side, LBX Sell-Side, and LBX Connect.
LiquidityBook has made 1 acquisition, including Messer FS.
LiquidityBook has 2 investors. Key investors include FactSet, and Primus Capital.
LiquidityBook operates through Liquiditybook Llc.
Yes. LiquidityBook was acquired by FactSet in February 2025.