Vertex, Inc. (VERX)
NASDAQ: VERX · IEX Real-Time Price · USD
+0.46 (1.26%)
Jul 12, 2024, 4:00 PM EDT - Market closed

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.

Vertex, Inc.
Vertex logo
Country United States
Founded 1978
IPO Date Jul 29, 2020
Industry Software - Application
Sector Technology
Employees 1,500
CEO David DeStefano

Contact Details

2301 Renaissance Boulevard
King Of Prussia, Pennsylvania 19406
United States
Phone (800) 355-3500

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 Director
Stefanie Westphal-Lucas Thompson Co-Owner and Director
John R. Schwab Chief Financial Officer
Bryan T. R. Rowland Vice President, General Counsel and Secretary
Ray Westphal Founder
Steven Hinckley Chief Operating Officer
Ryan J. Leib Chief Accounting Officer
Salvatore Visca Chief Technology Officer
Ben Askin Chief Digital and Information Officer

Latest SEC Filings

Date Type Title
Jun 18, 2024 8-K Current Report
Jun 5, 2024 144 Filing
May 8, 2024 10-Q Quarterly Report
May 8, 2024 8-K Current Report
May 3, 2024 DEFR14A Filing
Apr 29, 2024 ARS Filing
Apr 29, 2024 DEFA14A Additional definitive proxy soliciting materials and Rule 14(a)(12) material
Apr 29, 2024 DEF 14A Other definitive proxy statements
Apr 26, 2024 8-K Current Report
Apr 24, 2024 8-K Current Report