About Vertafore
Vertafore is a Financial Services company based in Denver (United States) founded in 1985, and was acquired by Roper Technologies in August 2020. Agency and content management solutions for insurance are provided. Vertafore has completed 8 acquisitions, including AgencyZoom, Benefit Point and Keal. Its chief executive, as recorded, is Amy Zupon. Its website vertafore.com draws about 771 thousand monthly visits. Its Indian entity Vertafore India Private Limited reported revenue of ₹150 Cr. Vertafore offers products and services including AMS360, QQCatalyst, Sagitta, and ImageRight. Its focus areas include FinTech, Insurance IT, Insurance Policy Solutions and Insurance Software Suite. Its competitors include Socotra, ReSource Pro and Novidea; 3 of its 3 listed competitors have raised funding.
Company details
Vertafore was founded in 1985 and is based in Denver, United States. Operations focus on the insurance sector, where solutions for agency management and content management are delivered. Services encompass claims management, policy management, distribution management, compliance management, data and analytics, customer management, insurance quoting, and sales support. These offerings assist insurance agencies in streamlining processes and ensuring regulatory adherence.
- Headquarters Denver, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Insurance
- Website vertafore.com
- Social LinkedIn X Facebook YouTube
- Acquired by Roper Technologies (Aug 2020)
- Legal Name Vertafore, Inc.
- Date of Incorporation 02 Dec, 1998
- Indian entity revenue₹150 Cr
FY 2025 · -1% YoY
- Indian entity net profit₹19.58 Cr
FY 2025 · 13% margin
- Indian entity EBITDA₹28.22 Cr
FY 2025 · 19% margin
- InvestorsTPG
& 4 more
- Investments & AcquisitionsAgencyZoom
& 7 more
- Acquired by
Associated legal entities of Vertafore
Vertafore operates through Vertafore India Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Vertafore India Private Limited CIN U72200TG1998PTC030601 | Active | 02 Dec 1998 | Hyderabad, Telangana | ₹150 Cr | 812 | 4 | View details |
Products & Services of Vertafore
Vertafore offers a comprehensive portfolio of products and services, including AMS360, QQCatalyst, Sagitta, and ImageRight.
Software for agency operations and client management in insurance.
Tool for insurance quoting and policy management processes.
System for property and casualty insurance agency workflows.
Platform for document and data management in insurance.
Apps and channels of Vertafore
Vertafore publishes 1 mobile app with over 1K+ downloads; its YouTube channel Vertafore has 1.22K subscribers and 30 videos.
Videos from Vertafore
The most watched videos on Vertafore's YouTube channel, Vertafore (1.22K subscribers). Click a video to play it here.
More on Vertafore.
Investors in Vertafore
Vertafore has secured backing from 5 investors, including venture fund investors. Prominent investors backing the company include TPG, Bain Capital Private Equity and Roper Technologies.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private investment firm managing assets and expanding into equity, credit, and real estate services. | 1984 | baincapitalprivateequity.com | London, United Kingdom | |
Investments are directed toward high-growth enterprise software and technology companies. | vistaequitypartners.com | Austin, United States | ||
Fund of funds focused on pre-seed and seed-stage companies | 1992 | tpg.com | Fort Worth, United States | |
Private equity firm focused on acquisitions | hf.com | San Francisco, United States | ||
Diversified technology products are manufactured for industrial and scientific sectors. | 1981 | ropertech.com | Sarasota, United States |
Investor details for Vertafore
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Board of directors of Vertafore India Private Limited (Vertafore)
Vertafore India Private Limited is the primary company behind Vertafore. The board of Vertafore India Private Limited currently have 4 directors; the longest-serving is Robert William Fincutter, appointed in 2021. 11 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Robert William Fincutter DIN 09228716 | Director | 02 Sep 2021 | 5 yrs 1 mo | Vertafore India Private Limited |
| John Kenneth Stipancich DIN 02852575 | Director | 01 Feb 2022 | 4 yrs 8 mo | Vertafore India Private Limited |
| Sathbir Kaur DIN 09752716 | Director | 26 Sep 2022 | 4 yrs 1 mo | Vertafore India Private Limited |
| Girish Chandran Nair DIN 07044684 | Additional Director | 23 May 2025 | 1 yr 5 mo | Vertafore India Private Limited |
People of Vertafore
128 people are tracked at Vertafore (45 in leadership, 83 in team).
| Name | Role | Group |
|---|---|---|
Amy Zupon | CEO | Leadership |
Debbie Fletcher | Director, Professional Services | Leadership |
Heidi Blashaw | Director Total Rewards | Leadership |
David Kallman | Vice President Product | Leadership |
Gareth Walter | Chief Revenue Officer (cro) | Leadership |
Kristin Nease | Chief People Officer | Leadership |
Rick Warter | Chief Customer Officer | Leadership |
Dustin Pettit | Director Of Product Management | Leadership |
James Thom | Chief Product Officer | Leadership |
Alex Bautista | VP Of Product And Services | Leadership |
Tracey Brown | Svp, General Manager | Leadership |
Andy Mickelson | Vice President, Customer Support | Leadership |
Jess Butler | Vice President Of Product Management | Leadership |
Molly Garrison | Senior Director Human Resources | Leadership |
Kelly Morales | Vp, Product Management Operations | Leadership |
Mike Erlandson | Vp, Strategic Partnerships - Professional Services | Leadership |
Stephanie Stuckey | Vice President, Enterprise Sales | Leadership |
Alison Betts | Senior Director, Marketing Communications | Leadership |
Mike Manganelli | Director, Strategic Sales | Leadership |
Jessica Kerouac | Vp, Revenue Operations | Leadership |
108 more people are available in the full profile.
Complete people profiles for Vertafore
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Financials of Vertafore
Figures of Vertafore India Private Limited, the primary company behind Vertafore, for FY 2025. Revenue was ₹150 Cr (-1% year on year). Net profit was ₹19.58 Cr (13% margin). EBITDA was ₹28.22 Cr (19% margin). Revenue has grown at a compounded annual rate of +9% over three years and +13% over five years.
- ₹150 CrRevenue · FY 2025 · -1% YoY
- ₹19.58 CrNet profit · 13% margin
- ₹28.22 CrEBITDA · 19% margin
- ₹25 LakhPaid-up capital
- 812Employees (provident fund records)
- +9%Revenue CAGR, 3 years
- +13%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Vertafore India Private Limited are on its company page.
Detailed financial statements for Vertafore
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Investments & Acquisitions by Vertafore
Vertafore has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include AgencyZoom, Benefit Point and Keal.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance policy management software is offered for carriers and MGAs. | surefyre.co | San Francisco, United States | 2017 | Nov 2024 | •••• | |
Sales management software is provided for insurance agencies. | agencyzoom.com | Columbus, United States | 2014 | Nov 2021 | •••• | |
Insurance distribution management software for streamlined operations and efficiency. | vuesoftware.com | Coconut Creek, United States | 1991 | May 2019 | •••• | |
Web-based solutions for insurance brokers and underwriters | riskmatch.com | Greenwich, United States | 2012 | Apr 2017 | •••• | |
Delivers comprehensive broker and commercial management systems. | keal.com | Vaughan, Canada | 1988 | Feb 2016 | •••• | |
Cloud-based management systems for insurance agencies are offered. | qqsolutions.com | Deerfield Beach, United States | 1988 | Jun 2015 | •••• | |
Insurance licensing and compliance are automated via SaaS platform. | sircon.com | 1997 | Jun 2008 | •••• | ||
Secure web-based insurance software is provided for benefits management. | benefitpoint.com | Roswell, United States | 1998 | Aug 2006 | •••• |
Complete acquisition details for Vertafore
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Timeline of Vertafore
13 dated milestones of Vertafore across 39 years, from founding to its latest funding, stage changes and deals.
- Founded Vertafore is founded.
- Exit Acquired by Hellman & Friedman.
- Acquisition Acquires Benefit Point.
- Acquisition Acquires Sircon.
- Exit Acquired by TPG.
- Acquisition Acquires QQSolutions.
- Acquisition Acquires Keal.
- Exit Acquired by Bain Capital Private Equity.
- Acquisition Acquires RiskMatch.
- Acquisition Acquires VUE Software.
- Exit Acquired by Roper Technologies.
- Acquisition Acquires AgencyZoom.
- Acquisition Acquires Surefyre.
Competitors of Vertafore
Vertafore has 3 listed competitors in our database, 3 of them funded. They include Socotra, ReSource Pro and Novidea.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| socotra.com | 2014 | San Francisco, United States | $85.09M | 37 | Cloud-based solutions for insurance policy management and underwriting are offered. | |
| resourcepro.com | 2003 | New York, United States | $87.37M | 3,180 | Insurance policy and claim management solutions for the insurance industry | |
| novidea.com | 2009 | Milwaukee, United States | $110M | Agency management platform for insurance brokers and agents is offered. |
Detailed competitors of Vertafore
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Web traffic of Vertafore
The website of Vertafore (vertafore.com) receives about 771K visits a month and ranks #42,032 among all websites worldwide, #2,680 in Insurance.
- Monthly visits771K
▼ 8.8% vs previous month
- Unique visitors67.2K
per month
- Global rank#42,032
among all websites
- Category rank#2,680
Finance · Insurance
- Bounce rate17%
- Pages per visit10.4
- Average visit12 min 36 sec
- DevicesDesktop 93% · Mobile 7%
Websites whose visitors overlap most with Vertafore. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| sircon.com | 100% | 526.8K | #68,992 | View details | |
foragentsonly.com | foragentsonly.com | 92% | #18,718 | – | |
northerninsuring.sharepoint.com | northerninsuring.sharepoint.com | 92% | – | ||
natgenagency.com | natgenagency.com | 87% | #54,330 | – | |
agentexchange.com | agentexchange.com | 87% | #88,406 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Vertafore
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Top companies in Insurance Technology & Support Services
3 companies that operate in the same segment as Vertafore (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based platform for property and casualty insurance is provided. | 2001 | San Mateo, California, United States | USD 1.48 B | 226 | ||
Claims administration, loss adjusting, and benefits management services are provided. | 1969 | Memphis, Tennessee, United States | USD 2.63 M | |||
Online property and casualty insurance is provided for businesses. | 2017 | San Francisco, California, United States | USD 800 M | 699 |
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Related news about Vertafore
Complete news archive for Vertafore
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Frequently Asked Questions about Vertafore
Vertafore was founded in 1985.
Vertafore is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Amy Zupon is the CEO of Vertafore, as recorded in our data.
The primary company behind Vertafore, Vertafore India Private Limited, reported revenue of ₹150 Cr for FY 2025, down 1% year on year.
Vertafore was founded in 1985 and is based in Denver, United States. Operations focus on the insurance sector, where solutions for agency management and content management are delivered. Services encompass claims management, policy management, distribution management, compliance management, data and analytics, customer management, insurance quoting, and sales support. These offerings assist insurance agencies in streamlining processes and ensuring regulatory adherence.
Vertafore's top competitors include Socotra, ReSource Pro and Novidea.
Vertafore offers AMS360, QQCatalyst, Sagitta, and ImageRight.
Vertafore has made 8 acquisitions, including AgencyZoom, Benefit Point, and Keal.
Vertafore has 5 investors. Key investors include TPG, Bain Capital Private Equity, Roper Technologies, Vista Equity Partners, and Hellman & Friedman.
Vertafore operates through Vertafore India Private Limited.
Yes. Vertafore was acquired by Roper Technologies in August 2020.
The legal entities of Vertafore currently have 4 directors, including John Kenneth Stipancich, Girish Chandran Nair, Robert William Fincutter and others.