Executive Spotlight: Dave Morton, Chief Financial Officer of Intapp (2027)
Dave Morton (David H. Morton, Jr.) is the Chief Financial Officer of Intapp, the Nasdaq-listed software company that serves professional firms in regulated industries. Intapp's leadership profile says he has held the job since August 2023, and it describes him as a finance executive with more than 20 years in the technology industry.
Before Intapp he was CFO of the cybersecurity company DigiCert and of the software company Anaplan. In October 2026 Commvault also named him to its board of directors.
This page uses public professional information only.
Current role and company
Intapp's own profile lists him as Chief Financial Officer. A news report on his Commvault board appointment calls him executive vice president and CFO of Intapp, and describes Intapp as a governed AI platform for professional firms in highly regulated industries.
- Intapp (company profile)Chief Financial Officer since August 2023.
- Intapp (company announcement)Appointment announced July 13, 2023, effective August 7, 2023.
- Commvault (StorageNewsletter, October 1, 2026)Joined the board of directors, effective immediately, and chairs its operating committee.
Career path
- Tesla. Intapp's profile lists him as Tesla's Chief Accounting Officer from August to September 2018.
- Anaplan. He was CFO of the planning software company from September 2018 to July 2021. Intapp's 2023 announcement says he helped take Anaplan public in 2018.
- DigiCert. CFO of the cybersecurity company from November 2021 to August 2023, the job he left for Intapp.
- Seagate. Intapp's announcement and the Commvault news report both name Seagate Technology among his earlier finance leadership roles.
- Intapp. He took over from Steve Robertson, who stayed on as a non-executive senior advisor to help with the handover and planned to retire in 2024.
What he is known for
- Public-company finance. The announcement describes an experienced software CFO, and its mention of the 2018 Anaplan listing is the clearest public-markets credit on his record.
- Software and security backgrounds. The Commvault report says he brings experience in SaaS, cybersecurity and data infrastructure, based on stints at Anaplan, DigiCert and Seagate.
- Intapp's cloud shift. He has been CFO while Intapp's cloud business grew to 84% of total annual recurring revenue at June 30, 2026, per the company's results release. The release does not credit any one executive for that mix.
Leadership style and philosophy
We did not find an interview, talk or essay by Morton on his own management philosophy in the pages we read, so we do not characterize it. What is on record is how others framed his hire: Intapp CEO John Hall said in the 2023 announcement that Morton's strategic, capital markets and operational experience would add to the leadership team and help drive the next phase of Intapp's growth.
Key numbers (company-reported, fiscal 2026)
Intapp's fiscal year ends June 30. These figures come from its August 4, 2026 earnings release, filed with the SEC, and cover the fiscal year ended June 30, 2026 unless noted.
- Total revenue (fiscal 2026)$577.8 million, up 15% from fiscal 2025.
- SaaS revenue (fiscal 2026)$422.8 million, up 27%.
- Fourth-quarter total revenue (quarter ended June 30, 2026)$152.5 million, up 13% year over year.
- Cloud ARR (June 30, 2026)$495.7 million, up 29%, or 84% of total ARR.
- Total ARR (June 30, 2026)$590.5 million, up 22%.
- Cloud net revenue retention (trailing twelve months to June 30, 2026)123%.
- Free cash flow (fiscal 2026, non-GAAP)$144.7 million, compared with $121.9 million in fiscal 2025.
- Share repurchases (fiscal 2026)8.4 million shares for $275.2 million.
- Fiscal 2027 outlook (company guidance)Total revenue of $656.5 million to $660.5 million.
What to watch next
Worth tracking: how Intapp performs against its fiscal 2027 revenue guidance, and how his Commvault board seat, which began October 1, 2026, sits alongside his CFO duties.
Questions people ask
Who is Dave Morton?
He is the Chief Financial Officer of Intapp, a role he has held since August 2023, and a former CFO of DigiCert and Anaplan.
Is Dave Morton still Intapp's CFO?
Intapp's profile page lists him as CFO, and an October 1, 2026 news report on his Commvault board appointment still describes him that way.
Where did Dave Morton work before Intapp?
DigiCert (CFO, November 2021 to August 2023), Anaplan (CFO, September 2018 to July 2021) and Tesla (Chief Accounting Officer, August to September 2018), per Intapp's profile. Seagate is also named as an earlier employer.
Does he sit on any boards?
A report dated October 1, 2026 says Commvault appointed him to its board of directors, where he chairs the operating committee.
How big is Intapp?
For the fiscal year ended June 30, 2026, Intapp reported total revenue of $577.8 million and total ARR of $590.5 million, per its earnings release.
Sources
- Intapp: David Morton profile · Title, career dates, headshot
- Intapp: David Morton to join Intapp as Chief Financial Officer · 2023 appointment, background, CEO comment
- SEC: Intapp Form 8-K Exhibit 99.1, fiscal 2026 results · Company-reported fiscal 2026 figures
- StorageNewsletter: Commvault appoints David Morton to board of directors · October 2026 board appointment
Facts were read from the linked pages on October 31, 2026. Some pages were read through a fetch tool that returns summaries, so confirm details on the original page. The hero photo is Intapp's headshot from his profile page, centered on a card. Financial figures are company-reported and non-GAAP where labeled. This page covers public professional information only.
Top photo: Intapp (intapp.com/profiles/david-morton)