OptimX provides a cloud‑based platform that streams the full depth and breadth of broker liquidity directly to institutional buy‑side traders' desktops, delivering real‑time, relevant liquidity at the top of the workflow. The service integrates via standard APIs with existing OMS/EMS systems, requiring no new infrastructure and enabling institutions to go live in days while maintaining compliance and secure broker relationships.
Funding
$750K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Buy‑side institutions often struggle to access deep, relevant broker liquidity because traditional trading platforms require extensive integration, create development delays, and add noise to the workflow, limiting efficient bilateral block trading.
Solution
OptimX offers a cloud‑based platform that streams the full depth and breadth of broker flow directly to the trader’s desktop, placing real‑time liquidity at the top of the workflow waterfall. The service creates secure, direct pathways between institutions and their trusted brokers, aligning incentives and reducing market noise. Integration is achieved through standard APIs that connect to existing order‑management and execution systems, eliminating the need for new infrastructure or lengthy development cycles. Users can go live within days, gaining immediate access to relevant liquidity without compromising compliance or security.
Target Audience
OptimX serves institutional buy‑side traders, including asset managers, hedge funds, and proprietary trading desks that need efficient access to broker liquidity for large block trades.
Features
- Real‑time delivery of broker‑provided depth and breadth of liquidity to the buy‑side desktop
- Secure, direct connections to institutional brokers that preserve existing relationships and incentives
- API‑driven integration with existing OMS/EMS platforms, requiring no additional infrastructure
- Rapid deployment timeline (days) allowing institutions to start trading without prolonged development
- Top‑of‑workflow “waterfall” view that surfaces the most relevant liquidity first, reducing noise
- Compliance‑ready architecture with FINRA and SIPC regulatory disclosures