In the News

OptimX Releases White Paper on the Future of Bilateral Trading

July 29, 2025

OptimX, a next-generation institutional trading technology provider, today announced the release of its first white paper, “Reconnecting the Market: How OptimX Rebuilds Trust in Institutional Trading.”

OptimX Executes First U.S. Trades, Ushering in a New Chapter for Bilateral Equity Markets

July 17, 2025

OptimX, a next-generation institutional trading technology provider, today announced the successful completion of its first live U.S. equity trades on its bilateral liquidity network. The milestone confirms a growing appetite across the industry for integrated, transparent, and broker-aligned workflows.

OptimX Markets and PureStream Collaborate to Enhance Institutional Trading Efficiency

February 3, 2025

OptimX Markets and PureStream LLC are pleased to announce a partnership aimed at enhancing liquidity discovery and execution efficiency for institutional investors by enabling OptimX clients to access PureStream’s streaming protocol through the OptimX platform.

OptimX Integrates with Charles River to Deliver Bilateral Liquidity to Institutional Desktops

January 7, 2025

A pioneer in advanced liquidity management, OptimX Markets has been certified as a sweep partner with the Charles River Investment Management Solution, a leading order and execution platform, to deliver broker bilateral liquidity opportunities directly to institutional traders’ desktops.

OptimX Partners with BMO Capital in European Markets

December 5, 2024

Innovative liquidity management service provider OptimX Markets has partnered with global financial services provider BMO Capital Markets to bring the firm’s institutional algorithmic trading flow directly to institutional buy-side trading desks in European markets.

OptimX Securities Approved as Broker Dealer

November 19, 2024

OptimX Markets is pleased to announce that its wholly owned subsidiary, OptimX Securities LLC, has received regulatory approval from the Financial Industry Regulatory Authority (FINRA) to operate as a broker dealer.

OptimX Markets Europe Receives FCA Authorization

April 23, 2024

OptimX Markets, the innovative institutional liquidity management platform, today announced its UK entity, OptimX Markets Europe Ltd, has been authorized as a service company by the UK Financial Conduct Authority (“FCA”).

Peter Coffey Joins OptimX Markets as Advisor to Canadian Markets

March 27, 2024

OptimX Markets is excited to announce the appointment of Peter Coffey as our strategic advisor to the Canadian markets. With over 30+ years in equities sales and trading, Peter brings a deep knowledge of and extensive experience in the Canadian marketplace.

OptimX Welcomes Michelle Butler as Head of Institutional Sales EMEA

March 21, 2024

OptimX Markets is thrilled to announce the appointment of Michelle Butler as Head of Institutional Sales EMEA. Michelle has over 25 years of valuable experience collaborating with the buyside and delivering technology solutions and innovation to the liquidity space.

OptimX Announces Strategic Partnership with LiquidityBook

December 12, 2023

OptimX Markets, an innovative liquidity management platform built to optimize interactions between institutions and their broker counterparties, today announced a new strategic partnership with LiquidityBook, a leading provider of cloud-native trading solutions.

Partnership Announcement: Peel Hunt

December 7, 2023

Peel Hunt is excited to announce its participation as a block provider in OptimX Markets’ liquidity management platform scheduled to be launched in the first quarter of 2024.

New Hire: Patrick DeGroat

December 5, 2023

OptimX Markets is excited to announce the appointment of Patrick DeGroat as Executive Director of Client Services. Most recently, Pat held the role of Director, EMS Sales at SS&C Eze, a unit of SS&C Technologies.

Partnership Announcement: Liberum

November 28, 2023

Liberum’s new A-PEX algorithm, which connects to Clearpool’s algorithmic management system (AMS), is set to allow the business to more easily smart order route, with extra configuration abilities, to OptimX.

24 for ’24: Prediction #2

November 21, 2023

David Barnett, Founder and CEO of OptimX, shares his prediction for 2024 for the financial services industry along with other senior executives from buy- and sell-side firms, technology providers, venue operators, and market structure consultancies.

OptimX Welcomes John Cosenza as Strategic Advisor

October 10, 2023

OptimX Markets is excited to announce the appointment of John Cosenza as a strategic advisor who brings over two decades of equity market expertise, knowledge and relationships including his most recent role as Head of Americas Electronic Trading and Global Co-Head of Product, Research and Development at Goldman Sachs.

Aquis Acquires Minority Stake in OptimX Markets Inc

August 7, 2023

Aquis Exchange PLC (AQX.L), announces that on 7 August 2023 it acquired a minority stake in OptimX Markets Inc. (OptimX) a, US-based financial services start-up focused on the block trading market (the “Investment”).

Deutsche Börse’s DB1 Ventures to invest in block trading platform OptimX Markets

August 7, 2023

Deutsche Börse’s Corporate Venture Capital arm DB1 Ventures has led the Seed funding round in OptimX Markets, a future block trading platform.