Headquarters:
Denver, CO
Year founded:
1969
Number of employees:
2400
Phone:
800 444 4813
Email:
cheyne@yalecapitalcorp.com
Website:
vertafore.com
LinkedIn:
linkedin.com/company/vertafore
“We believe the future of our industry belongs to organizations that can eliminate distribution drag, improve the flow of work within their businesses, and strengthen connections across the insurance distribution ecosystem”
Amy Zupon, CEO, Vertafore
Balaji Devarasetty
Chief Technology Officer
Curt Richtermeyer
Chief Revenue Officer
Manisha Patel
Chief Financial Officer
Leadership
Balaji Devarasetty is a seasoned technology executive with over 20 years of experience in banking, crypto, and payments. As the CTO at Vertafore, he drives innovation and growth, overseeing product engineering, cloud infrastructure, and SaaS operations, shapes the product roadmap, and fosters key client and partner relationships. Prior to joining Vertafore, Devarasetty was CPTO at Paya, leading platform transformation and ensuring competitiveness in the payments landscape. His strategic vision earned him a spot on the 2023 Constellation Research Business Transformation 150 list, recognizing his ability to leverage digital technologies for business transformation.
Chief Technology Officer
Balaji Devarasetty
Rick Warter brings nearly three decades of experience as a successful professional services executive to his role at Vertafore. He’s held management roles with Accenture, AT&T Wireless Services, Oracle, and Point B. In addition, in 2012, he started Breo Solutions, a management consulting firm. During his career, he has been responsible for providing overall strategic direction, ensuring the satisfaction of clients, attracting, developing, and retaining employees, and driving results within organizations. He has broad leadership experience in telecommunications, high technology and healthcare, serving some of the largest, most respected companies in Colorado.
Chief Customer Officer
Rick Warter
Manisha Patel is a seasoned finance executive with deep experience leading strategic finance organizations across technology, insurance, home services, and energy industries. Prior to joining Vertafore, she held senior finance leadership roles at Porch Group and APR Energy, where she led initiatives spanning financial planning and analysis, treasury, investor relations, mergers and acquisitions, and public market transactions. She began her career at KPMG and holds a Bachelor of Science in Business Administration from the University of California, Berkeley. Patel brings extensive expertise in scaling organizations, driving growth, and aligning financial strategy with business objectives.
Chief Financial Officer
Manisha Patel
Rick Warter
Chief Customer Officer
Curt Richtermeyer leads Vertafore’s revenue organization with a focus on helping customers grow, compete, and win in a rapidly evolving insurance landscape. With over 30 years of experience building, leading, and managing high-performance sales, services, and operational organizations, he is an accomplished leader who has a passion for helping customers leverage technology to unlock high levels of business value and performance. Prior to joining Vertafore, Richtermeyer held executive positions at Fourth, SparkCognition, Aurea Software, CallidusCloud (now SAP), Oracle, and Trilogy, where he played a pivotal role in building strong customer relationships and long-term partnerships. He studied philosophy and business at the University of Texas at Austin for both undergraduate and graduate degrees.
Chief Revenue Officer
Curt Richtermeyer
Wendy Steinle
Chief Marketing Officer
Wendy Steinle brings more than two decades of experience leading high-impact marketing, customer engagement, and go-to-market organizations across enterprise technology companies. Prior to joining Vertafore as chief marketing officer, she held executive leadership roles at Domo, Degreed, and Adobe, where she helped drive significant business growth, lead AI-focused transformation initiatives, and strengthen customer engagement programs. Her experience spans global marketing strategy, customer success, strategic partnerships, and brand leadership. Steinle holds a BA in Communication from the University of California, San Diego, and an MBA from the University of Utah David Eccles School of Business.
Chief Marketing Officer
Wendy Steinle
Few technology providers can claim 55 years inside the insurance industry. Vertafore can, and its IB’s Global 5-Star Technology and Software Provider 2026 award shows that longevity has not dulled its edge. The company’s identity rests on the belief that insurance powers progress, a conviction sharpened by an industry contending with rising complexity, talent shortages, and rapidly evolving technology.
The company frames its vision as Distribution Velocity, accelerating every part of the insurance value chain with speed and intentional outcomes. The aim is to eliminate what Vertafore calls distribution drag, the fragmented, stop-and-start execution that slows work within insurance organizations and as it passes between agencies, MGAs, carriers, and regulators. “We believe the future of our industry belongs to organizations that can eliminate distribution drag, improve the flow of work within their businesses, and strengthen connections across the insurance distribution ecosystem,” says Amy Zupon, Vertafore’s CEO.
What sets Vertafore apart, in its own assessment, is the breadth of its vantage point. Because it works across agencies, MGAs, carriers, regulators, and insurance professionals, it sees firsthand where work slows down, where data becomes disconnected, and where organizations struggle to scale. That perspective shapes an innovation philosophy Vertafore describes as customer-centric and insight-driven, prioritizing foundational problem-solving over novelty for its own sake. Rather than chasing individual market trends, the company invests ahead of the structural challenges it sees coming.
“AI is fundamentally changing how insurance work gets done, but in our complex and regulated industry, where trust is key, AI needs to be designed at the intersection of innovation and trust”
James Thom, Chief Product Officer, Vertafore
Jake Gilbert
Senior Vice President and General Manager
Amy Zupon
Chief Executive Officer
James Thom
Chief Product Officer
Liane Brown
Partner
Peter Lovasz is senior vice president of ecosystem solutions at Cotality, where he leads go-to-market strategy, revenue growth, and customer success across enterprise and SMB markets. He oversees teams spanning sales, strategic accounts, client enablement, customer engagement, and operations, helping customers maximize business outcomes through technology, data, and workflow solutions. Prior to Cotality, Lovasz spent much of his career at Mitchell International in a variety of leadership roles. He is recognized for leading high-performing teams and delivering growth through a relentless focus on customers, execution, and business outcomes. Lovasz holds a bachelor’s degree in International Business and an MBA in Marketing from San Diego State University.
Senior Vice President, Ecosystem Solutions
Peter Lovasz
Amy Zupon is a veteran software and data solutions executive, having spent two decades in senior leadership roles in the B2B software industry. As Vertafore’s Chief Executive Officer, Amy has a strong passion for providing an exceptional experience and products that deliver real value and performance for Vertafore’s customers. Her approach drives Vertafore’s commitment to continuous improvement through a vibrant company culture that inspires employees to innovate and be creative to solve customers’ ever-changing needs.
Chief Executive Officer
Amy Zupon
James Thom joined Vertafore in 2017 to lead corporate development and strategy, shepherding the company through major acquisitions and its transition in ownership to Roper Technologies. Today he oversees Vertafore's product management organization as Chief Product Officer. With extensive experience in strategy, technology, and insurance, James and his team are driving Vertafore’s leadership in insurance technology. Previously, James was a strategy consultant at McKinsey & Company with a focus on financial services. James also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.
Chief Product Officer
James Thom
Liane Brown is committed to representing individuals who have suffered serious personal injuries and to families who have suffered the loss of a loved one. Her practice concentrates on personal injury law, including accident benefits, motor vehicle collisions, medical malpractice, occupiers’ liability, product liability and wrongful death cases.
Partner
Liane Brown
SPECIAL REPORT
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Ben Irantalab
Partner
Ben Irantalab enjoys the complexities of personal injury litigation. His practice is exclusively devoted to representing clients with brain injuries, spinal cord injuries, and severe orthopedic injuries. For him, the cases that require special creativity and thinking outside the box are the most gratifying.
Partner
Ben Irantalab
Backing that approach is a substantial commitment: by its own account, Vertafore reinvests nearly a quarter of its revenue into research and development. Those funds underwrite sustained work in AI, data, connectivity, and workflow automation, headlined by the Vertafore Velocity AI Platform, which the company unveiled in 2026 to bring embedded, agentic AI into the solutions customers already use.
“AI is fundamentally changing how insurance work gets done, but in our complex and regulated industry, where trust is key, AI needs to be designed at the intersection of innovation and trust,” says James Thom, Chief Product Officer, adding that it should strengthen the human side of insurance rather than replace it. ReferenceConnect AI, which helps professionals quickly find and interpret policy and coverage information, is a case in point.
That breadth extends across the rest of Vertafore’s portfolio, from the connected AgencyOne platform to MGA tools such as Surefyre, and Sircon for Carriers, each built to help streamline workflows. The company counts 98 of the top 100 agencies, 96 of the top 100 carriers, and 85% of the fastest growing MGAs among its relationships.
The road ahead runs in the same direction: deeper investment in AI, data, and connected workflows, with the Velocity AI Platform as the foundation for new embedded capabilities across the portfolio. For Vertafore, it comes back to a straightforward aim: helping customers adapt faster and grow smarter with the teams they have.
Award Winner
VERTAFORE