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Vertex Inc
2301 Renaissance Blvd.
KING OF PRUSSIA, PA  19406  United States Ticker: VERXVERX
Business Summary
Vertex, Inc. is a global provider of indirect tax solutions. The Company operates as a solution provider of state, local and value-added tax calculation, compliance and analytics, offering software products which are sold through software license and software as a service (cloud) subscription. It also provides implementation and training services in connection with its software license and cloud subscriptions, transaction tax returns outsourcing and other tax-related services. The Company offers a range of solutions, including tax determination, compliance and reporting, tax data management, document management, analytics and insights, industry-specific solutions, pre-built integrations, implementation services, and managed services. Its artificial intelligence (AI) capabilities leverage proprietary and private large language models (LLM) to deliver generative pre-trained transformer (GPT) capabilities to maintain a framework that increases the accuracy for tax compliance.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/202412/31/2023YesYes-YesYes

Industries
SIC Code Description
7372 Prepackaged software

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer DavidDestefano 62 1/1/2020 1/1/2020
Chief Financial Officer John R.Schwab 56 1/1/2020 1/1/2020
Chief Accounting Officer Ryan J.Leib 46 3/15/2024 3/15/2024
6 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
ecosio InterCom GmbH Leoprechtingstrabe 32 Munchen Germany
LCR-Dixon Corporation 16236 San Dieguito Road Rancho Santa Fe CA United States

Business Names
Business Name
ecosio InterCom GmbH
LCR-Dixon Corporation
Systax Sistemas Fiscais Ltda.
14 additional Business Names available in full report.

General Information
Number of Employees: 1,500 (As of 12/31/2023)
Outstanding Shares: 155,959,960 (As of 11/1/2024)
Shareholders: 28
Stock Exchange: NASD
Federal Tax Id: 232081753


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Thursday, January 30, 2025