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Vertex, Inc.: Business Overview, Financials & Competitive Analysis

Vertex, Inc. provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company enables global businesses to transact, co...

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What's in This Report
Vertex, Inc. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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7/ 10Solid

Cyborg Score thesis

Tax automation software provider recovering to profitability with strong cloud/e-invoicing growth and AI capabilities, trading at...

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Industry Enterprise Tax Software & Indirect Tax Automation
3 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 15, 2026
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Vertex, Inc. Overview

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Vertex, Inc. provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company enables global businesses to transact, comply and grow with confidence, automating end-to-end indirect tax processes for companies with complex tax operations.

Strategic Profile

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Vertex serves enterprise and mid-market customers across industries with a recurring revenue model supported by long-term subscription contracts and embedded integrations with major ERP and commerce platforms. Cloud revenue totaled $94.6 million growing 23% year-over-year, with e-invoicing business growth supported by upcoming regulatory mandates in Europe, and AI-driven Smart Categorization capabilities improving tax workflow automation.

Competitive Landscape

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Vertex operates in a competitive tax software environment and remains exposed to execution risks related to technology innovation, AI deployment, regulatory changes, and international expansion. Key competitors include tax software providers serving enterprise indirect tax compliance such as Thomson Reuters, Avalara, and ERP-embedded solutions from SAP and Oracle.

Industry Context

Vertex, Inc. operates in Enterprise Tax Software & Indirect Tax Automation.

Key facts

Founded: 1982 · Headquarters: King of Prussia, PA · Revenue: $194.7M (Q4 2025)

What the analysts stress-tested

The top findings that survived the multi-agent debate for Vertex, Inc..

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

ONESOURCEEnterprise tax software and compliance solutionsAvaTaxCloud-based sales tax automation and reportingSAP TaxERP-integrated tax compliance module

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Industry context

Vertex, Inc. operates in Enterprise Tax Software & Indirect Tax Automation. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Vertex, Inc. do?+
Vertex, Inc. provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally. The company enables global businesses to transact, co...
What is Vertex, Inc.'s Cyborg Score?+
Vertex, Inc. has a Cyborg Score of 7/10 (Solid). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Vertex, Inc.'s main competitors?+
Named competitors include ONESOURCE, AvaTax, SAP Tax. The full competitive landscape is in the AskCyborg report.
How can I get the full Vertex, Inc. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Vertex, Inc. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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