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 transaction determination; compliance and reporting, including workflow management tools; tax data management and document management solutions; analytics and insights; pre-built integration that includes mapping data fields, and business logic and configurations; industry-specific solutions support certain industries for indirect tax needs, such as retail, communications, and leasing; 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; E-invoicing, an end-to-end e-invoicing process; and managed services, including indirect 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. has a strategic collaboration with xSuite Group GmbH to support SAP customers. The company 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 | 2,100 |
| CEO | Christopher Young |
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 |
| Share Class | Class A Shares |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| IPO Price | $19.00 |
| CIK Code | 1806837 |
| CUSIP Number | 92538J106 |
| ISIN Number | US92538J1060 |
| Employer ID | 23-2081753 |
| SIC Code | 7372 |
Key Executives
| Name | Position |
|---|---|
| Christopher David Young | Chief Executive Officer, President and Director |
| 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 |
| Aneel Jaeel | Chief Operations Officer |
| Salvatore Visca | Chief Technology Officer |
| Joseph J. Crivelli | Vice President of Investor Relations |
| Carlo Cautilli | Senior Vice President of Sales |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| May 12, 2026 | SCHEDULE 13G | Filing |
| May 7, 2026 | 10-Q | Quarterly Report |
| May 7, 2026 | 8-K | Current Report |
| Apr 29, 2026 | SCHEDULE 13G | Filing |
| Apr 28, 2026 | 8-K | Current Report |
| Apr 27, 2026 | ARS | Filing |
| Apr 27, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 27, 2026 | DEF 14A | Other definitive proxy statements |
| Apr 2, 2026 | SCHEDULE 13G/A | Filing |
| Mar 27, 2026 | SCHEDULE 13G/A | Filing |