Company Description
Vertex, Inc., together with its subsidiaries, provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.
The company offers tax determination; compliance and reporting, including workflow management tools, role-based security, and event logging; tax data management; document management; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions; and technology specific solutions, such as chain flow accelerator and SAP-specific tools.
It provides implementation services, such as configuration, data migration and implementation, and support and training; and managed services, including tax return preparation, filing and tax payment, and notice management.
The company sells its software products through software licenses and software as a service subscription.
Vertex, Inc. was founded in 1978 and is headquartered in King of Prussia, Pennsylvania.
| Country | United States |
| Founded | 1978 |
| IPO Date | Jul 29, 2020 |
| Industry | Software - Application |
| Sector | Technology |
| Employees | 1,500 |
| CEO | David DeStefano |
Contact Details
Address: 2301 Renaissance Boulevard King of Prussia, Pennsylvania 19406 United States | |
| Phone | 800 355 3500 |
| Website | vertexinc.com |
Stock Details
| Ticker Symbol | VERX |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| IPO Price | $19.00 |
| CIK Code | 0001806837 |
| CUSIP Number | 92538J106 |
| ISIN Number | US92538J1060 |
| Employer ID | 23-2081753 |
| SIC Code | 7372 |
Key Executives
| Name | Position |
|---|---|
| David DeStefano | Chief Executive Officer, President and Chairman of the Board |
| Amanda Westphal Radcliffe | Co-Owner and Independent Director |
| Stefanie Westphal-Lucas Thompson | Co-Owner and Independent Director |
| John R. Schwab | Chief Financial Officer |
| Bryan T. R. Rowland | Senior Vice President, General Counsel and Secretary |
| Ray Westphal | Founder |
| Steven Hinckley | Chief Operating Officer |
| Salvatore Visca | Chief Technology Officer |
| Ben Askin | Chief Information Officer |
| Joseph J. Crivelli | Vice President of Investor Relations |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 20, 2024 | 144 | Filing |
| Nov 18, 2024 | 144 | Filing |
| Nov 15, 2024 | 144 | Filing |
| Nov 14, 2024 | 144 | Filing |
| Nov 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 14, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 12, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Nov 12, 2024 | 144 | Filing |