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Vertex

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Comprehensive tax technology solutions for accurate and efficient compliance management

Upper Merion Township, United StatesFounded 1978Other B2B Software
Valuation $1.90B Market cap · 2026
Revenue $827M Latest reported FY
EBITDA $69M Latest reported FY

About Vertex

Vertex Inc. is a leading provider of comprehensive tax technology solutions, serving businesses across various industries. The company specializes in offering end-to-end tax software solutions that enable clients to manage compliance accurately and effectively. Vertex operates in the global market, providing services to over 10,000 businesses since its inception in 1978. The business model revolves around offering integrated tax technology solutions that streamline tax processes, enhance efficiency, and ensure continuous compliance with evolving global e-invoicing requirements. Vertex generates revenue through the sale of its software solutions, subscriptions, and professional services. The company serves a diverse clientele, including large enterprises and small to medium-sized businesses, particularly those dealing with complex tax environments.

Source: Dealroom company data

At a glance

Status
Listed
Founded
1978
Headquarters
Upper Merion Township, United States
Listing
IPO 2020
Employees
1,435
Open positions
13
Dealroom signal
59.8/100
Industry
Enterprise Software
Sector
Other B2B Software, Tax, Enterprise Resource Planning, ICT Services
Client focus
b2b
Investment activity
7 companies, latest Mar 2026
Capital deployed
$76M
Preferred round
ACQUISITION

Funding history

3 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
POST IPO CONVERTIBLE✓Other financing Apr 2024 $345M — Undisclosed ↗
IPO✓Exit Jul 2020 $0 — Undisclosed —
Showing the latest 2 of 3 recorded eventsBook a demo for the full funding history →

Financials

Revenue, earnings and profit over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

YearRevenueGrowthEBITDAMarginProfitMarginR&D
2026 $827M +10.5% $69M 8.3% $7.2M 0.9% $84M
2025 $748M +12.2% $69M 9.2% $7.2M 1% $84M
2024 $667M +16.5% $120M 17.9% −$53M -7.9% $67M
2023 $572M +16.4% $57M 9.9% $58M
2022 $492M +15.5% $53M 10.8%
2021 $426M +13.6% $42M 9.8%
2020 $375M — −$73M -19.4%
Company filings, research estimates and Dealroom dataBook a demo for the full financial model →

Growth signals

Vertex website traffic

Latest recorded traffic for Vertex is 130K monthly website visits, up 46.1% over the last three months. Vertex's team grew 0% over the past year.

Latest monthly visits130K 3-month web change+46.1% 1-year team growth0%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Similar companies

Closest operating peers by Dealroom taxonomy

Company identity and context are open; selected comparison metrics preview what is available on the platform.

Showing 8 of the closest matchesCompare every metric →
Team profiled 67 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 12 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · Upper Merion Township HQ
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Market sentiment

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Vertex on X, ranked by likes and reposts, corporate channels excluded.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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