Smarsh
About
Smarsh is a digital communications governance and archiving company that provides AI-powered compliance technology to regulated organizations, including financial institutions, government entities, and enterprises. The platform captures, archives, supervises, and analyzes business communications across more than 100 channels including email, voice, mobile, social, and collaboration tools to help organizations meet regulatory requirements from SEC, FINRA, FCA, MiFID II, and other global bodies. T...
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Website
smarsh.comOfferings
14 active
VenSearch Intelligence
Ideal Customer
- Smarsh serves organizations across the full spectrum from SMB to large enterprise, but its primary sweet spot is mid-market to large enterprise regulated organizations — particularly financial services firms with substantial employee populations and high volumes of digital communications to monitor.
- The Forrester TEI composite customer was modeled as a $5 billion revenue financial services firm with 7,500 surveilled employees and 625 TB of archived communications, reflecting the scale of its typical enterprise buyer.
Key Differentiators
- Smarsh differentiates on the breadth of its communications coverage (100+ channels), its AI-native Agentic AI architecture for proactive compliance surveillance, and its position as the steward of what it claims is the world's largest financial services communications dataset — enabling more effective AI model training than competitors.
- The company was named a Leader in the 2025 Gartner Magic Quadrant for Digital Communications Governance and Archiving Solutions, has appeared on the Inc. 5000 list for 18 consecutive years, and a 2024 Forrester TEI study found customers realized 124% ROI over three years with 25% reductions in archiving costs and 27,000+ hours saved annually.
Industries Served
- Smarsh primarily serves financial services organizations — including global banks, broker-dealers, investment advisors, and insurers — as well as government agencies (federal, state, and local), healthcare and life sciences, insurance, and legal/technology sectors.
- The platform is especially purpose-built for regulated industries requiring adherence to SEC, FINRA, CFTC, FCA, MiFID II, GDPR, HIPAA, and FOIA requirements.
Service Coverage
- Smarsh is a global, multinational SaaS company headquartered in Portland, Oregon, with 11 office locations spanning the United States (Portland, Atlanta, New York, Pleasanton CA, Raleigh NC, and Acton MA), the United Kingdom (London and Belfast), India (Bengaluru), Israel (Petah Tikva), and Singapore.
- The company serves clients worldwide and has also expanded into Latin America with a Costa Rica Center of Excellence.
Partnerships
- Smarsh's most significant technology partnership is with Amazon Web Services (AWS), with whom it signed a five-year strategic agreement in 2024 to develop generative AI offerings for financial services using Amazon Bedrock, SageMaker, and Amazon Q; Smarsh was named AWS Vertical Technology Partner of the Year – Global in 2025.
- Additional technology partnerships include Microsoft, Bloomberg, Salesforce, Google (for encrypted RCS capture), and eDiscovery platforms Exterro and Relativity.
Company Size & Ownership
- Smarsh was founded in 2001 by Stephen Marsh and employs approximately 1,400–1,600 people as of 2026, with offices across the US, UK, India, Israel, Singapore, and Costa Rica.
- Estimated annual revenue ranges from approximately $186M (ARR per GetLatka) to $294M (per ZoomInfo/Datanyze), reflecting strong growth from $111M in 2021.
Compliance & Certifications
- Smarsh's platform and Cyber Compliance solution are built on ISO/IEC 27001 and SOC 2 Type II-certified controls, and the company aligns with NIST Cybersecurity Framework (CSF), FFIEC Cybersecurity Assessment Tool (CAT), and GDPR frameworks.
- As of April 2026, Smarsh has initiated the FedRAMP authorization process for its Smarsh Capture Mobile offering, partnering with advisory firm Coalfire to support that effort, and already integrates with FedRAMP-authorized archives for federal agency customers.
Compiled from public sources by VenSearch · Last researched October 14, 2026
Offerings
14 offeringsAdoption Services
Professional services that help organizations go beyond initial go-live by fine-tuning platform architecture, optimizing AI and ML configurations, and guiding customers through complex rollouts to accelerate results and ROI. Smarsh experts assist with implementation, integration, and onboarding to ensure organizations realize the full value of the platform from day one. This service is designed to scale smart and help customers expand capabilities over time.
Archive
A compliant, cloud-native, hyper-scalable communications archive that preserves unstructured communications data with complete context, metadata, and enrichment from third-party data sources. It automates retention policies, reconciliation, and lifecycle management while maintaining regulatory compliance, and supports growing data volumes with flexible tiered data architecture. The archive serves as a trusted foundation for surveillance, investigations, conduct risk detection, and Agentic AI workflows.
Call Recording and Analytics
A voice compliance solution that captures, secures, and analyzes every business conversation across UCaaS, CCaaS, PBX, mobile, and trading turret platforms, converting recordings into searchable transcripts with AI-generated summaries, sentiment analysis, and contextual redaction. It meets global regulatory requirements including GDPR, MiFID II, HIPAA, FINRA, and SEC with secure, audit-ready voice records and automated redaction of PII and PHI. The solution includes advanced QA scoring, coaching dashboards, trend analysis, and agent insights to improve customer experience and compliance oversight.
Capture
A communications capture solution that automatically ingests and unifies business communications data across email, mobile, voice, AI tools, video, chat, social media, and more in their native formats. It is purpose-built to handle large data volumes without requiring manual employee action and preserves full context for compliance, surveillance, and investigations. Captured data is delivered to the Smarsh Platform or an existing archive, records management solution, or enterprise data lake.
Cyber Compliance
A cybersecurity compliance solution that provides visibility into an organization's overall security posture across devices, networks, employees, and vendors. The Smarsh third-party risk management dashboard allows organizations to monitor vendor security compliance and satisfy regulatory and security requirements. It includes real-time vulnerability detection, monitoring of weak credentials and missing encryption, and fast reconciliations to keep organizations compliant and audit-ready.
Data Services
A professional services offering that consolidates, migrates, and enriches customer communications data to cut costs, reduce risk, and deliver long-term value. Smarsh data services help organizations turn communications archives into strategic assets by structuring and contextualizing data for compliance, surveillance, and downstream analytical use. This service addresses data migration and consolidation needs for organizations moving to the Smarsh Platform or integrating with existing systems.
Discovery
An AI-assisted eDiscovery and investigations solution that helps compliance and legal teams accelerate Early Case Assessment, surface relevant communications with context-aware search, and reduce review time through AI-assisted culling, categorization, and prioritization. It streamlines investigations by connecting communications, conduct signals, and related evidence while automating review and export workflows with defensibility. Teams can quickly identify, preserve, review, and export flagged communications for audits, litigation, and regulatory examinations.
Email Archiving and Surveillance
A solution that automatically captures, preserves, and archives business email from Microsoft Exchange, Microsoft 365, Google Workspace, Salesforce, Bloomberg Mail, Notes/Domino, and other supported platforms in native format with full attachments, metadata, and conversation history. It supports configurable supervision workflows for SEC, FINRA, CFTC, FCA, and public sector recordkeeping requirements, and provides search, legal hold, and export capabilities for audits, investigations, FOIA requests, and eDiscovery. Captured email can be delivered to the Smarsh Platform or an organization's existing archive or enterprise data lake.
Managed Services
A managed services offering where certified Smarsh specialists extend customer compliance team capabilities by providing expert support across supervision, review, and advisory functions on an ongoing basis. This service is designed for organizations that want compliance confidence without expanding internal headcount, and specialists are available to handle day-to-day compliance operations. It frees up internal teams while maintaining rigorous compliance standards.
Smarsh Partner Program
A partner program offering a broad range of partner models for organizations that want to extend their portfolio through the Smarsh platform. Partners can join the program to access deep expertise and diverse partnership structures designed to maximize portfolio potential. The program provides a partner portal for managing the partnership relationship.
Smarsh Platform
A unified, AI-native communications intelligence platform that combines capture, cloud archiving, AI-powered surveillance, and discovery into a single solution. It uses Agentic AI workflows to help regulated organizations manage communications risk, meet global regulatory requirements, and turn communications data into actionable business intelligence. The platform supports over 100 communication channels and is built for enterprise-scale data volumes.
Surveillance
An AI-powered communications surveillance solution that uses Agentic AI workflows to analyze context, sentiment, behavioral patterns, and communication intent beyond simple keywords and lexicons to detect misconduct, policy violations, market abuse risks, and non-financial misconduct. It reduces alert fatigue with advanced noise suppression that filters low-value content and prioritizes high-risk activity, and integrates with compliance, HR, legal, and investigative workflows. The solution provides real-time monitoring, intelligent alerting, and automated escalation workflows.
Training and Support
A training and support service that provides role-based, hands-on training, deep documentation, and dedicated support engineers to help organizations drive confident platform adoption and faster compliance outcomes. Smarsh offers a support community, a Smarsh Central portal, and certified support services available around the clock to keep teams productive. Training is designed to equip employees with the skills they need to use the platform effectively for compliance and investigations workflows.
Voice Capture and Archiving
A platform capability that captures voice communications from supported carrier networks, UCaaS platforms, contact center systems, legacy PBX infrastructure, trading environments, and AI-enabled channels, then converts recordings into searchable transcripts with AI-generated summaries, sentiment analysis, and metadata enrichment. Voice data is securely delivered to the Smarsh Platform, an existing archive, or an enterprise data lake with consistent retention policies and legal hold capabilities. The solution supports SEC, FINRA, MiFID II, GDPR, and HIPAA recordkeeping and supervisory requirements without replacing existing communications infrastructure.
Considering Smarsh?
Our team will work with you to determine if Smarsh is the right fit for your organization. From research and assessment through procurement negotiation and ongoing vendor management — we handle the entire process at no cost to you.