Vertex SMB
Vertex SMB (Vertex, Inc., NASDAQ: VERX) provides cloud-based indirect tax calculation, compliance, and reporting software across 19,000+ jurisdictions for enterprise customers in retail, communications, hospitality, medical, and oil & gas, integrating with major ERP and e-commerce platforms via subscription licensing.
- Company typePublic
- Founded1981
- HeadquartersBerwyn, United States
- Headcount501–1,000
- GTM typeB2B
- OfferingSoftware
What Vertex SMB does
Vertex SMB (operating as Vertex, Inc., NASDAQ: VERX) is a US-incorporated, publicly traded provider of indirect tax calculation, compliance, and reporting software headquartered in Berwyn, Pennsylvania. Founded in 1981 (with firmographic data citing 1978), the company has built its platform over more than 40 years, serving enterprise customers across multiple industries including retail, communications, hospitality, medical, and oil & gas. The core product is the Vertex O Series tax engine, which automates sales, use, and value-added tax calculations across more than 19,000 jurisdictions globally, supplemented by specialized premium content for verticals such as leasing, telecom, healthcare, hospitality, and oil & gas.
The technology stack includes a customizable calculation engine, USPS ZIP+4 address cleansing with lat/long conversion, and three deployment models — on-premise, cloud (Vertex Cloud), and hybrid edge (Vertex O Series Edge) — the last using containerized architecture for point-of-transaction tax determination. The company integrates with major ERP and commerce platforms including SAP, Oracle, Microsoft Dynamics 365, NetSuite, Workday, and Shopify, and offers an AI-powered assistant (Vertex Copilot) for natural-language tax queries. Complementary modules include Vertex Express Returns, Vertex Indirect Tax Returns (North America), Vertex Certificate Center for exemption certificate management, Vertex Indirect Tax Intelligence for analytics, and e-Invoicing for global mandate compliance. Taxamo, acquired in 2016, extends international VAT capabilities.
The business model is enterprise subscription-based with two primary revenue streams: software platform licensing and tax content licensing. Sales are conducted via direct enterprise field sales targeting C-suite, VP, director, and manager-level decision-makers in tax, finance, IT, and procurement functions, with a quote-based (non-publicly priced) motion. The company also distributes through technology integration partners, certified systems integrators, and accounting/consulting firms, and operates in five primary geographies: the United States, Canada, the United Kingdom, Germany, and Brazil. Notable disclosed customer relationships include Patagonia (retail). The company employs 501-1000 people and supports customers via Vertex University, Vertex Community, and a Developer Hub.
Vertex SMB firmographics
Firmographics- Name
- Vertex SMB
- Legal name
- Vertex, Inc.
- Website
- https://vertexsmb.com
- Company type
- Public
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Vertex SMB (Vertex, Inc., NASDAQ: VERX) provides cloud-based indirect tax calculation, compliance, and reporting software across 19,000+ jurisdictions for enterprise customers in retail, communications, hospitality, medical, and oil & gas, integrating with major ERP and e-commerce platforms via subscription licensing.
- Ownership category
- akta.pro rank
Where Vertex SMB is headquartered
LocationHeadquarters
- HQ city
- Berwyn
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Vertex SMB business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- Software Platform Licensing: Enterprise software licensing for Vertex O Series tax engine with flexible deployment options including on-premise, cloud, and hybrid edge environments.
- Tax Content Licensing: Licensing of continually updated tax rules and rates for 19,000 jurisdictions globally. Customers license content needed today and add as business grows.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels9 records
Vertex SMB product offering
Product offeringCore offering
Vertex SMB, the consumer-facing brand of Vertex, Inc., provides the Vertex O Series platform — a cloud-based indirect tax calculation, compliance, and reporting solution that automates sales, use, and VAT calculations across 19,000+ jurisdictions worldwide. The platform is sold via enterprise software subscriptions and content licensing, with deployment options spanning on-premise, cloud, and container-based edge environments.
Product overview
Vertex SMB offers the Vertex O Series as its primary indirect tax calculation and compliance platform. The platform is complemented by the Vertex Cloud delivery mechanism and includes specialized deployment options like Vertex O Series Edge for edge computing. The product portfolio consists of the core calculation engine plus modular add-ons including Vertex Express Returns, Vertex Indirect Tax Returns (North America), Vertex Sales & Use Tax Compliance Service, Vertex Certificate Center, Vertex Indirect Tax Intelligence, and e-Invoicing capabilities. The platform also incorporates AI through Vertex Copilot for natural language-based tax queries. The company integrates with major ERP and e-commerce systems including SAP, Oracle, Microsoft Dynamics 365, NetSuite, Workday, and Shopify.
Differentiator
Problem solved
Functional benefit
Brands
- Vertex O Series: Indirect tax software for calculation, compliance and reporting - supports sales, use, and value added tax across 19,000+ jurisdictions
- Vertex O Series Edge
- Vertex Copilot
- Vertex Exchange
- Vertex University
- Vertex Cloud
- Taxamo
Products and services
- Vertex O Series
- Vertex O Series Edge Edge computing deployment option for the Vertex O Series that enables tax calculation at the point of transaction using containerized architecture, providing highest availability, performance control, and scalability for enterprises with high transaction volumes.
- Vertex Cloud Cloud-based delivery platform for Vertex tax solutions, providing innovation at speed, scale, and simplicity as the SaaS deployment layer for the Vertex O Series and related capabilities.
- Vertex Copilot AI-powered virtual assistant that enables context-driven Q&A, allowing tax professionals to ask natural-language questions about tax compliance and receive relevant answers without leaving their workflow.
- Vertex Sales & Use Tax Compliance Service Outsourced sales and use tax returns preparation and filing service that complements Vertex's tax calculation software with managed compliance support for enterprises.
- Taxamo Acquired brand retained for international tax solutions, extending Vertex's tax technology offering to cross-border and digital service tax scenarios.
Companies that use Vertex SMB
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Vertex SMB technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability2 records
Feature5 records
Vertex SMB partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- SAPcoreTechnology partnership providing integration between Vertex tax engine and SAP enterprise systems. SAP is listed as a primary ERP platform option in the demo request form.
- OraclecoreTechnology partnership providing integration between Vertex tax engine and Oracle enterprise systems. Oracle is listed as a primary ERP platform option in the demo request form.
- MicrosoftcoreTechnology partnership with deployment options in Microsoft Azure cloud infrastructure. Microsoft is listed as a primary ERP platform option in the demo request form.
- ShopifycoreTechnology partnership enabling Vertex tax calculation integration with Shopify e-commerce platform for online merchants.
- WorkdaycoreTechnology partnership providing integration between Vertex tax engine and Workday enterprise systems. Workday is listed as a primary ERP platform option in the demo request form.
- NetSuitecoreTechnology partnership providing integration between Vertex tax engine and NetSuite ERP platform. NetSuite is listed as a primary ERP platform option in the demo request form.
Scale indicators1 record
Recent moves6 records
Expansion highlights7 records
Vertex SMB competitors and assessment
Company assessmentBroad incumbents
- SAP: SAP is a core ERP partner and distribution channel for Vertex, but also has internal tax localization capabilities. As an incumbent ERP platform, it competes at the margin by offering native tax functions for less complex deployments.
- Oracle: Oracle is both a Vertex integration partner and a potential competitor through Oracle Fusion Tax and other native tax capabilities. As an ERP incumbent, it sets the platform context in which Vertex's enterprise tax engine operates.
- Thomson Reuters (ONESOURCE): Thomson Reuters' ONESOURCE suite offers indirect tax determination and compliance for large multinationals. It is a broader content and information services incumbent with overlapping tax compliance capabilities.
- Wolters Kluwer (TeamMate / CCH): Wolters Kluwer provides tax and accounting compliance software including CCH and related suites for indirect tax. It is a broader professional information services incumbent with overlap in enterprise tax compliance.
Emerging players
- Marosa: Marosa provides VAT compliance and reporting solutions focused on European and international markets. It overlaps with Vertex/Taxamo on cross-border VAT compliance for enterprises.
- TaxJar: TaxJar (a Stripe company) provides sales tax calculation and filing for SMB and e-commerce merchants. It is an emerging player addressing the smaller end of the market where Vertex SMB-branded offerings are positioned to compete.
- Stripe Tax: Stripe Tax is an emerging player offering automated sales tax and VAT calculation for digital-first and platform businesses. It is gaining share in the SMB and digital-merchant segment where Vertex's enterprise motion is weaker.
Direct peers
- Sovos: Sovos provides global tax compliance software including VAT, sales tax, excise tax, and e-invoicing. It competes directly with Vertex in enterprise indirect tax calculation and increasingly in e-invoicing mandates.
- Avalara: Avalara is the leading cloud-native indirect tax compliance platform, offering sales/use tax calculation, VAT, and related compliance services to enterprises and mid-market. It is the most direct competitor to Vertex in tax determination software.
Others
- Deloitte / EY / PwC / KPMG (Big 4 tax practices): Big 4 advisory firms often recommend, implement, and influence purchasing decisions for enterprise tax technology like Vertex. They are ecosystem participants that drive or co-opt enterprise tax software selection rather than direct software competitors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Vertex SMB social profiles
Digital presenceVertex SMB financial estimates
Financial estimateRevenue estimate
Valuation estimate
Vertex SMB leadership team
Management profileNumber of profiles
Vertex SMB subsidiaries and ownership
Company hierarchySubsidiaries5 records
Vertex SMB funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Vertex SMB M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Vertex SMB
What does Vertex SMB do?
Vertex SMB, the consumer-facing brand of Vertex, Inc., provides the Vertex O Series platform — a cloud-based indirect tax calculation, compliance, and reporting solution that automates sales, use, and VAT calculations across 19,000+ jurisdictions worldwide. The platform is sold via enterprise software subscriptions and content licensing, with deployment options spanning on-premise, cloud, and container-based edge environments.
Is Vertex SMB a public or private company?
Vertex SMB is a public company. It is classified as public and is currently operating.
When was Vertex SMB founded?
Vertex SMB was founded in 1981. It employs 501 to 1,000 people.
Where is Vertex SMB based?
Vertex SMB is headquartered in Berwyn, United States, in the North America region.
How does Vertex SMB make money?
Two revenue lines are on record. Software Platform Licensing is the primary driver. The others are tax Content Licensing.
Who are Vertex SMB's main competitors?
Broad incumbents on record are SAP, Oracle, Thomson Reuters (ONESOURCE) and Wolters Kluwer (TeamMate / CCH). Emerging players are Marosa, TaxJar and Stripe Tax. Direct peers are Sovos and Avalara. Deloitte / EY / PwC / KPMG (Big 4 tax practices) is listed as an others.
Does Vertex SMB have an API?
No public API is recorded for Vertex SMB.