About Vertex Inc.
Vertex Inc. is a company based in King Of Prussia (United States) founded in 1978. The company has 1,900 employees. Vertex Inc. has completed 5 acquisitions, including LCR-Dixon, Systax and Taxamo. Vertex Inc. operates in a competitive market with competitors including TaxAct, TaxDown, OnlinePajak, Blue dot and Anrok, among others.
- Annual Revenue₹10.91 Cr
FY 2025 · +461% YoY
- Net Profit₹95.1 Lakh
FY 2025 · 9% margin
- EBITDA₹1.41 Cr
FY 2025 · 13% margin
- Latest Funding Round$345M (USD), Post-IPO
Apr 2024
- Employee Count1,900
- Investments & AcquisitionsLCR-Dixon
& 4 more
Associated legal entities of Vertex Inc.
Vertex Inc. is associated with 2 registered companies on The Company Check; the primary company is Vertex Tax Solutions India Private Limited. Each company page carries the filings, financials, charges and directors of that entity.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Vertex Tax Solutions India Private Limited CIN U72300TN2013FTC093060 | Active | 20 Sep 2013 | Chennai, Tamil Nadu | ₹10.9 Cr | – | 3 | View details |
| Vertex Sales Private Limited CIN U52110MH2021PTC359558 | Active | 27 Apr 2021 | Mumbai, Maharashtra | ₹215 Cr | – | 3 | View details |
Apps and channels of Vertex Inc.
its YouTube channel Vertex Inc. has 3.32K subscribers and 30 videos.
Videos from Vertex Inc.
The most watched videos on Vertex Inc.'s YouTube channel, Vertex Inc. (3.32K subscribers). Click a video to play it here.
More on Vertex Inc..
Funding Insights of Vertex Inc.
- Total Rounds 1
- Last Round Post-IPO — $345M
- First Round $345M
(Apr 2024)
All 1 funding rounds of Vertex Inc. 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 2024 | $345M | Post-IPO | – | – | – |
Board of directors of Vertex Tax Solutions India Private Limited (Vertex Inc.)
Vertex Tax Solutions India Private Limited is the primary company behind Vertex Inc.. The boards of the 2 registered companies of Vertex Inc. currently have 6 directors; the longest-serving is Sapna Taneja, appointed in 2014. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Sapna Taneja DIN 07032173 | Director | 01 Jul 2014 | 12 yrs 3 mo | Vertex Tax Solutions India Private Limited |
| Pankaj Mahesh Malani DIN 09158744 | Director | 27 Apr 2021 | 5 yrs 5 mo | Vertex Sales Private Limited |
| Bhavika Pankaj Malani DIN 09158745 | Director | 27 Apr 2021 | 5 yrs 5 mo | Vertex Sales Private Limited |
| John R Schwab DIN 10042709 | Director | 01 Mar 2023 | 3 yrs 7 mo | Vertex Tax Solutions India Private Limited |
| Bryan Thomas Rowland DIN 10042707 | Director | 01 Mar 2023 | 3 yrs 7 mo | Vertex Tax Solutions India Private Limited |
| Sweety Mahesh Malani DIN 11140353 | Director | 09 Jun 2025 | 1 yr 4 mo | Vertex Sales Private Limited |
People of Vertex Inc.
351 people are tracked at Vertex Inc. (99 in leadership, 6 in board & advisors, 246 in team); the tracked headcount is 1,900.
| Name | Role | Group |
|---|---|---|
David DeStefano | CEO & President | Leadership |
| CFO | Leadership | |
Chris Jones | Chief Commercial Officer | Leadership |
Jeff Foucher | CMO | Leadership |
Steve Hinckley | COO | Leadership |
Lindsay Austad | Global Partner Development | Leadership |
Tonia Whitton | Vice President, Global Professional Services | Leadership |
Osric Grant | VP Of Sales | Leadership |
Joe Crivelli | Vice President, Investor Relations | Leadership |
Ryan Leib | Chief Accounting Officer | Leadership |
Daniel Sakofs | Director, Strategy And Innovation | Leadership |
Shannon Kelly | Senior Director Of Revenue Operations And Enablement | Leadership |
Ben Askin | Global Chief Digital Officer (cdo) And Chief Information Officer (cio) | Leadership |
Maximilian Borgmann | Director Sales & Value Engineering | Leadership |
Lori Sartor | Director Of Customer Success | Leadership |
Paul Beirnes | Managing Director - Partner Development | Leadership |
Daniel Maholick | Director Customer Support | Leadership |
Daniel Dinelli | Director Of Finance And Accounting | Leadership |
Dave White | European Channel And Partners Director | Leadership |
Tori Guida | Vp, Total Rewards And People Operations | Leadership |
331 more people are available in the full profile.
Complete people profiles for Vertex Inc.
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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IPO & Listings of Vertex Inc.
Vertex Inc. is a publicly listed company on the NASDAQ with ticker symbol VERX in USA, operating in the Technology services sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date29 Jul 2020
- Listed onNASDAQ: VERX
- Listed entityVertex, Inc.
- Exchange sectorTechnology services
- ISINUS92538J1060
- Share price$12.95 (+1.41% on the day) · 2026-10-09
- Market capitalisation$2.10B
- Price to earnings602.3
- EPS (diluted, trailing year)$0.02
- Volume (last session)961,527
Financials of Vertex Inc.
Figures of Vertex Tax Solutions India Private Limited, the primary company behind Vertex Inc., for FY 2025. Revenue was ₹10.91 Cr (+461% year on year). Net profit was ₹95.1 Lakh (9% margin). EBITDA was ₹1.41 Cr (13% margin). Revenue has grown at a compounded annual rate of +90% over three years and +71% over five years.
- ₹10.91 CrRevenue · FY 2025 · +461% YoY
- ₹95.1 LakhNet profit · 9% margin
- ₹1.41 CrEBITDA · 13% margin
- ₹5 LakhPaid-up capital
- +90%Revenue CAGR, 3 years
- +71%Revenue CAGR, 5 years
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $748.4M | $7.2M | $109.3M |
| 2024 | $666.8M | -$52.7M | $113.7M |
| 2023 | $572.4M | -$13.1M | $79.4M |
| 2022 | $491.6M | -$12.3M | $74.1M |
| 2021 | $425.6M | -$1.5M | $63.8M |
Balance sheet, profit and loss, cash flow and ratios of Vertex Tax Solutions India Private Limited are on its company page.
Detailed financial statements for Vertex Inc.
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by Vertex Inc.
Vertex Inc. has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include LCR-Dixon, Systax and Taxamo.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Automated B2B communication and e-invoicing services are provided via cloud. | ecosio.com | London, United Kingdom | 2012 | Aug 2024 | •••• | |
Transaction tax automation services and solutions are provided by LCR-Dixon. | lcrdixon.com | San Francisco, United States | 2006 | Sep 2021 | •••• | |
Tax management solutions for international e-commerce are provided. | taxamo.com | Tralee, Ireland | 2010 | May 2021 | $200M | |
Tax management solutions are provided for business compliance and digitization. | tellutax.com | Danville, United States | 2018 | Jan 2021 | •••• | |
Finance and accounting services are provided by Systax in Brazil. | systax.com.br | Sao Paulo, Brazil | 2009 | Jan 2020 | •••• |
Complete acquisition details for Vertex Inc.
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Vertex Inc.
8 dated milestones of Vertex Inc. across 46 years, from founding to its latest funding, stage changes and deals.
Competitors of Vertex Inc.
Vertex Inc. operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as TaxAct, TaxDown, OnlinePajak, Blue dot and Anrok, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| taxact.com | 1998 | Dallas, United States | $85M | 133 | Tax filing software is offered for individuals and businesses. | |
| taxdown.es | 2018 | Madrid, Spain | $26.08M | – | Cloud and app-based tax management solutions for individuals and businesses | |
| online-pajak.com | 2014 | Jakarta, Indonesia | $37M | – | Tax reporting SaaS platform is provided for SMEs. | |
| bluedotcorp.com | 2013 | Amstelveen, Netherlands | $76M | – | Tax compliance solutions are delivered for employees and businesses. | |
| anrok.com | 2020 | San Francisco, United States | $113.6M | – | Cloud-based sales tax compliance solution that automates tax calculation and filing for software-as-a-service companies, enabling them to focus on growth while ensuring compliance with global tax regulations | |
| drakesoftware.com | 1976 | Knoxville, United States | – | – | Professional tax preparation software is developed for tax professionals. | |
| taxscouts.com | 2017 | London, United Kingdom | $8.22M | 24 | Tax planning is delivered via chatbots and human advisors. | |
| exactera.com | 2001 | Tarrytown, United States | $73M | – | Tax compliance software solutions are provided for business operations. | |
| taxbuddy.com | 2018 | Mumbai, India | $3.68M | 68 | Assisted and DIY online tax filing services are provided. |
Detailed competitors of Vertex Inc.
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Vertex Inc.
The website of Vertex Inc. (vertexinc.com) receives about 147.9K visits a month and ranks #291,098 among all websites worldwide, #6,811 in Programming and Developer Software.
- Monthly visits147.9K
▲ 5.9% vs previous month
- Unique visitors47.1K
per month
- Global rank#291,098
among all websites
- Category rank#6,811
Computers Electronics and Technology · Programming and Developer Software
- Bounce rate45%
- Pages per visit2.6
- Average visit2 min 04 sec
- DevicesDesktop 55% · Mobile 45%
Websites whose visitors overlap most with Vertex Inc.. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| taxtechnologies.com | 100% | – | #5,045,241 | View details | |
| vertex.com | 96% | 8.2K | #2,717,088 | View details | |
myworkday.com | myworkday.com | 82% | – | #420 | – |
| github.com | 82% | 542.6M | #65 | View details | |
tritechsoft.com | tritechsoft.com | 79% | – | #5,560,168 | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Vertex Inc.
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Verified entity values are shown only after access is granted.
Latest news on Vertex Inc.
Complete news archive for Vertex Inc.
Full article history, source details, and older brand coverage require an active premium plan.
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Similar companies to Vertex Inc.
10 companies that operate in the same segment as Vertex Inc. (Finance & Accounting Applications), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 2,360 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 | |
Spend management and accounts payable solutions are delivered to businesses. | 2019 | New York, New York, United States | USD 3.21 B | – | – | |
Business spends, payments, and rewards are streamlined by automated workflows. | 2011 | Hyderabad, Telangana, India | USD 13.75 M | USD 149.43 M | 431 | |
SaaS-driven credit card and spend management solutions platform for businesses | 2017 | Draper, Utah, United States | USD 1.16 B | – | 1 | |
Subscription-based online banking is offered to SMEs and freelancers. | 2017 | Paris, France | USD 717.15 M | – | – | |
Cloud-based ERP software is provided for business management across segments. | 1996 | Oslo, Oslo, Norway | USD 198.09 M | – | – | |
Payflow is recognized as a financial wellness application for employees. | 2020 | Alcobendas, Comunidad De Madrid, Spain | USD 58.23 M | – | – | |
Cloud-based HR and payroll solutions are offered for small businesses. | 2012 | San Francisco, California, United States | USD 718.35 M | – | – |
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Frequently Asked Questions about Vertex Inc.
Vertex Inc. was founded in 1978 and raised its 1st funding round 46 years after it was founded.
Vertex Inc. is headquartered in King Of Prussia, United States. It is registered at King Of Prussia, Pennsylvania, United States.
David DeStefano is the current CEO of Vertex Inc..
Vertex Inc. has 1,900 employees.
The primary company behind Vertex Inc., Vertex Tax Solutions India Private Limited, reported revenue of ₹10.91 Cr for FY 2025, up 461% year on year.
Vertex was founded in 1978 and is headquartered in King of Prussia, United States. Cloud-based software and consulting services are offered for tax management in the corporate sector. Solutions cover income and transaction taxes, including sales and use tax, value-added tax, lease tax, and communications tax. Key features encompass tax determination, data management, compliance, and reporting. Operations focus on global tax challenges for businesses.
Yes, Vertex Inc. is publicly traded on NASDAQ under the ticker symbol VERX.
Vertex Inc. is associated with 2 legal entities: Vertex Tax Solutions India Private Limited, Vertex Sales Private Limited.
The legal entities of Vertex Inc. currently have 6 directors, including Pankaj Mahesh Malani, Bhavika Pankaj Malani, Sweety Mahesh Malani and others.
The website of Vertex Inc. receives about 148 thousand visits a month and ranks #291,098 among all websites worldwide.