What are Mission Vision & Core Values of i3 Verticals Company?

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What are the guiding principles of i3 Verticals;

Mission and vision statements are crucial for any successful enterprise, defining its purpose and aspirations. For a technology and payments company like i3 Verticals, these statements are vital in a rapidly evolving digital landscape. i3 Verticals is a significant provider of integrated payment and software solutions.

The company specializes in serving distinct industry verticals such as education, healthcare, and government. As of July 2025, its annual revenue reached $750 million, highlighting its substantial market presence. Their mission, vision, and core values guide strategic decisions and shape their corporate identity, influencing product development and recent strategic shifts to become a pure vertical market software business. Explore their strategic environment with an i3 Verticals PESTEL Analysis.

The i3 Verticals mission statement emphasizes delivering tailored technology solutions. This includes integrated payment processing and specialized software designed to streamline operations for businesses in specific sectors. Their focus is on reducing operational complexities and fostering growth within these targeted vertical markets, such as government and education.

Targeted Vertical Markets

i3 Verticals focuses on specific industries like public sector, education, and non-profit organizations, providing specialized solutions.

Integrated Solutions

The company offers a blend of software and payment processing, creating comprehensive tools for clients.

Efficiency and Growth

A core objective is to enhance operational efficiency and drive business growth for their diverse client base.

Complexity Reduction

i3 Verticals aims to simplify complex processes, making business operations more manageable for clients.

Customer-Centric Approach

Their mission is rooted in understanding and addressing the unique needs of each vertical market.

Innovation-Driven

Leveraging technology is central to their strategy, ensuring cutting-edge solutions for their clients.

The i3 Verticals mission statement, a key aspect of i3 Verticals business philosophy, highlights its commitment to delivering specialized software and integrated payment solutions. This strategic focus is evident in their recent divestitures, including the merchant services business in September 2024 and the healthcare Revenue Cycle Management (RCM) business in May 2025, which sharpened their alignment with core vertical market software for state and local governments. This strategic mission and vision underscore their dedication to enhancing efficiency and driving growth for clients within targeted sectors. For a broader understanding of their market position, consider exploring the Competitors Landscape of i3 Verticals.

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i3 Verticals' vision is to achieve market leadership in its specialized vertical segments. This involves continuous innovation and expanding its footprint, particularly within the public sector, education, and healthcare verticals. The company's strategic moves in fiscal year 2024 and 2025, such as concentrated investment in cloud-native software solutions for state and local governments, underscore this vision.

Market Leadership

i3 Verticals aims to be the leading provider in its targeted vertical markets, focusing on integrated software and payment solutions.

Innovation Focus

The company emphasizes continuous innovation, particularly in developing cloud-native software solutions.

Vertical Expansion

Strategic expansion into public sector, education, and healthcare verticals is a key component of the i3 Verticals vision.

Public Sector Growth

Public sector IT spending is projected to grow at a 7.2% CAGR through 2030, supporting i3 Verticals' leadership ambition.

Financial Performance

Q3 2025 SaaS revenue surged 24% to $160.8 million in annualized recurring revenue (ARR), demonstrating strong progress.

Strategic Direction

CEO Greg Daily noted that fiscal 2025 marks a year of 'new beginnings' for the company's unfolding vision.

i3 Verticals' vision is centered on becoming the leading provider of integrated software and payment solutions in its chosen vertical markets. This ambition drives its strategic mission and vision, particularly within the public sector, education, and healthcare. The company's commitment to core values and its business philosophy are evident in its focus on innovation and market penetration. As detailed in the Brief History of i3 Verticals, the company's strategic moves in fiscal year 2024 and 2025, including significant investment in cloud-native software for state and local governments, align with this i3 Verticals vision. Public sector IT spending is projected to grow at a 7.2% Compound Annual Growth Rate (CAGR) through 2030, providing a substantial growth runway for i3 Verticals to achieve its leadership ambition. The company's strong financial performance, with Q3 2025 SaaS revenue surging 24% to $160.8 million in annualized recurring revenue (ARR), further demonstrates its trajectory towards becoming a dominant force in these targeted markets. This reflects the i3 Verticals company vision and mission explained by its leadership.

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The core values of i3 Verticals are fundamental to its operational success and client relationships. These principles guide the company's approach to technology, service, and overall business conduct, ensuring a consistent and reliable experience for all stakeholders.

i3 Verticals officially articulates six core values: Trust, Accountability, Client Focus, Entrepreneurialism, Simplicity, and Approachability. These values collectively shape the company's culture and strategic decisions, fostering an environment of integrity, innovation, and client-centricity.

Trust

i3 Verticals strives to earn client trust by providing sound counsel, reliable solutions, and exceptional service. This commitment is reflected in their transparent and integrity-driven corporate culture, where their word is their bond.

Accountability

Accountability is central to i3 Verticals' operations, with teams taking ownership of outcomes from project implementation to ongoing support. This fosters a culture where employees are responsible for their contributions to client success and organizational goals.

Client Focus

A strong client focus drives i3 Verticals' dynamic and innovative business, measured by their dedication to understanding and meeting client needs. They provide top-tier, 24/7 U.S.-based client support, ensuring tailored solutions for specific verticals.

Entrepreneurialism

i3 Verticals fosters an environment that welcomes innovation and entrepreneurship, continuously pursuing new technologies and solutions. This encourages employees to think creatively and adapt to evolving market demands, such as investments in AI-driven Justice Tech.

Simplicity

The value of simplicity focuses on offering products that are easy to install, customize, and maintain. Their browser-based payment solutions, for example, simplify transactions for constituents and staff, streamlining processes for tax collection and court fees.

Approachability

i3 Verticals emphasizes being always available, ready to listen, and providing a single point of contact for clients. This value underpins their customer relations, ensuring accessible and responsive support that builds strong, long-term partnerships.

These i3 Verticals core values collectively differentiate the company, fostering a highly responsive, innovative, and reliable partnership for businesses in specialized verticals. For a deeper dive into their overarching goals, explore the Mission, Vision & Core Values of i3 Verticals and understand how these principles influence the company's strategic decisions.

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A company's mission and vision statements serve as the bedrock for its strategic decisions, providing a clear direction for growth and operations. These statements not only define the company's purpose but also guide its approach to market challenges and opportunities.

i3 Verticals: Mission, Vision, and Strategic Alignment

The mission and vision of i3 Verticals are central to its strategic decisions, as evidenced by its significant portfolio adjustments. The company's strategic divestitures in 2024 and 2025, including the sale of its merchant services business for $440 million in September 2024 and its healthcare RCM business for $96 million in May 2025, underscore a focused shift towards becoming a specialized vertical market software provider.

• Focus on specific vertical markets: Public sector, education, and healthcare.
• Commitment to industry-specific software solutions.
• Vision to be a leading provider in chosen verticals.
• Strategic realignment to a 'pure vertical market software business'.
• Disciplined M&A strategy for targeted growth.

Guiding Product Development and Market Expansion

The company's mission and vision directly influence its product development and market expansion strategies. Acquisitions, such as the $9.0 million purchase of a utility billing software company in April 2025, bolster its public sector offerings. Investments in AI and Justice Tech talent further align with the goal of delivering advanced, integrated software solutions for specific government needs.

Measurable Success Through Strategic Focus

Measurable success metrics reflect the impact of this strategic direction. In Q3 2025, revenue from continuing operations grew by 12.4% year-over-year to $51.9 million. Annualized recurring revenue (ARR) from SaaS products surged by 24% to $160.8 million, demonstrating the effectiveness of its specialized software and recurring revenue model.

Leadership Affirmation of Strategic Direction

Leadership consistently reinforces this strategic path. In Q4 2024, Chairman and CEO Greg Daily stated, 'We are now a streamlined and scaled vertical market software provider... poised to add more great businesses through M&A'. He anticipated 2025 as a 'year of 'new beginnings'', highlighting the company's forward-looking approach.

Impact on Daily Operations and Long-Term Planning

The mission and vision shape daily operations by prioritizing client-focused, integrated solutions. They also drive long-term planning through disciplined M&A and continuous innovation within targeted high-growth sectors, as detailed in the Revenue Streams & Business Model of i3 Verticals.

Core Values in Practice

While specific core values are not explicitly detailed in public statements, the company's actions reflect a commitment to specialization, client success, and strategic growth. This business philosophy is evident in its targeted acquisitions and divestitures, aiming to build a robust portfolio of vertical market software solutions.

Purpose and Objectives

The purpose of i3 Verticals is to provide specialized software solutions that address the unique needs of its target vertical markets. Its objectives include achieving market leadership through organic growth and strategic acquisitions, enhancing its recurring revenue base, and delivering value to its stakeholders.

The mission and vision statements of i3 Verticals are instrumental in guiding its strategic decisions, from portfolio management to product development, ensuring a focused approach to market leadership. Explore how these elements can be further refined in the next chapter: Core Improvements to Company's Mission and Vision.

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Enhancing the clarity and impact of an organization's mission and vision statements is crucial for stakeholder alignment and strategic direction. For i3 Verticals, refining these statements can further solidify its market position and inspire future growth.

Formalize the Vision Statement

Currently, the vision appears centered on becoming a leading provider rather than a direct, publicly stated declaration. A more definitive and inspiring vision statement, similar to those of leading fintech competitors, would provide clearer direction and motivation for all stakeholders.

Integrate Emerging Technologies and Sustainability Explicitly

Explicitly integrating the commitment to emerging technologies, such as AI for Justice Tech, and sustainability initiatives like 'Greener Pastures' into the core mission or vision would better reflect current market demands and corporate responsibility trends.

Refine Vision for Technological Leadership and Sustainability

A suggested refinement for the vision could be: 'To be the indispensable, technologically advanced, and sustainably-driven leader in integrated software and payment solutions for critical vertical markets, transforming operations and enriching communities.'

Emphasize AI's Disruptive Potential

Explicitly stating how i3 Verticals plans to leverage AI to disrupt its chosen markets would further enhance its visionary appeal, addressing evolving industry trends and solidifying its position as a forward-thinking enterprise.

While i3 Verticals' operational focus aligns with a mission to provide specialized software and payment solutions, a more explicit articulation of its i3 Verticals mission and i3 Verticals vision would benefit stakeholders. The company's business philosophy appears centered on serving specific vertical markets, aiming to become a leading provider in these sectors. Understanding the Target Market of i3 Verticals is key to appreciating this focus.

The i3 Verticals core values are not explicitly detailed in publicly available statements, but its business operations suggest a commitment to innovation, customer service, and efficiency. The i3 Verticals company values likely support its strategic mission and vision by fostering a culture that prioritizes delivering specialized solutions to its chosen industries. The i3 Verticals purpose and objectives are geared towards empowering businesses within these verticals through integrated technology.

The i3 Verticals mission statement breakdown would likely highlight its dedication to specific industries, aiming to simplify complex processes through tailored software and payment systems. The i3 Verticals company vision and mission explained would emphasize its goal of becoming an indispensable partner for businesses in its target markets. The i3 Verticals core values and their impact on business are evident in its specialized approach, suggesting a focus on integrity and expertise.

The i3 Verticals company culture and values are inferred from its operational success in niche markets, pointing towards a culture of collaboration and problem-solving. The i3 Verticals purpose and objectives are to drive digital transformation within these verticals, enhancing operational efficiency. The i3 Verticals business goals and values are intertwined, with growth objectives supported by a commitment to providing high-value, specialized solutions.

The i3 Verticals leadership mission and vision are likely focused on sustained growth and market leadership within its specialized segments. The i3 Verticals employee values and expectations would probably include a dedication to understanding and serving the unique needs of each vertical market. The i3 Verticals strategic mission and vision are executed through a focused approach to product development and customer engagement.

The i3 Verticals commitment to core values, though not explicitly stated, is demonstrated through its consistent performance and specialized market penetration. The i3 Verticals mission statement breakdown would reveal a dedication to simplifying complex business operations. The i3 Verticals vision for the future likely involves continued expansion and technological advancement within its established vertical markets.

The i3 Verticals core values in practice are seen in its tailored solutions and customer-centric approach. The i3 Verticals company mission and values statement, if formalized, would likely underscore its dedication to specialized service and technological innovation, driving its i3 Verticals purpose and objectives forward.