Company type | Private |
|---|---|
| Industry | Financial services, public sector |
| Founded | 2001 (2001) |
| Founder | Stephen Marsh |
| Headquarters | 851 SW 6th Ave #800, , |
Area served | Worldwide |
Key people | |
| Products | Archiving software |
| Revenue | |
Number of employees | 623 (2019 1) |
| Parent | K1 Investment Management 2 |
| Website | http://www.smarsh.com |
Smarsh Inc. (stylized as smarsh) is an American AI-powered software company that develops software for communications compliance, archiving, supervision, and electronic discovery.345 The company provides products that are used mainly by organizations in regulated sectors, especially financial services and government.6
Smarsh uses its “software as a service" (SaaS) platform to manage cloud-based messages across 100+ channels, including email, social media, mobile/text messaging, web and voice channels. It works with governance and supervision, enabling organizations to manage risk while capturing, retaining and archiving records.45
History
The company was founded in Brooklyn, New York in 2001.7 The founder, Stephen Marsh, believed that the financial industry needed a better way to archive, store, and regulate its data as regulations required.8 In 2004, the company relocated its headquarters to Portland, Oregon.9
In 2012, Quest Software, which owned 60% of Smarsh, was sold to Dell Computer.9 In 2013, Dell sold its stake to California investment firm Toba Capital.9
In 2018, K1 Investment Management acquired Actiance and merged with Smarsh shortly after.10
In 2020, Kim Crawford Goodman joined Smarsh as their new CEO.11
In 2024, Smarsh entered a five-year strategic agreement with Amazon Web Services to develop generative AI offerings for financial services.12 In 2025, Amazon Web Services named Smarsh as its “Vertical Technology Partner of the Year”.13
Acquisitions
Smarsh was founded in 2001 and initially focused on email archiving before expanding into web archiving, mobile and voice capture, cybersecurity, and AI-assisted surveillance through a series of acquisitions.
| Date | Acquisition | Added value | Reference |
|---|---|---|---|
| 2008 | CentraScan | Email management service | 8 |
| 2008 | Financial Visions Inc. | Website compliance | 8 |
| 2008 | iNation, LLC | Financial CRM | 8 |
| 2012 | Perpetually | Web archiving | 14 |
| 2015 | Presensoft | Cloud-based instant message archiving | 15 |
| 2016 | MobileGuard | Mobile communication monitoring and retention | 3 |
| 2017 | Cognia | Improve Smarsh’s voice communication capabilities for mobile and landline devices | 16 |
| 2018 | Actiance | K1 Investment Management acquired Actiance Inc. and merged with Smarsh | 10 |
| 2020 | Digital Reasoning | Natural language processing and machine learning application, was added to Smarsh’s portfolio to expand AI-driven analysis and risk detection services | 17 |
| 2020 | Entreda | Integrated cybersecurity risk and compliance management software and services | 18 |
| 2021 | Privva | Cybersecurity risk assessment platform, integrated with Entreda | 19 |
| 2022 | Digital Safe | Archiving and risk management portfolio from Micro Focus | 20 |
| 2024 | TeleMessage | Archives Signal conversations | 21 |
| 2025 | CallCabinet | AI voice recording and cloud analysis software | 4 |
References
References
- "Smarsh Profile". Inc.com. Retrieved September 13, 2019.
- Miller, Ron (15 November 2017). "Two Compliance Companies Merge to Build a $100M Firm". TechCrunch. Retrieved September 13, 2019.
- Spencer, Malia (December 8, 2016). "Smarsh Beefs Up Mobile Archiving Abilities". Portland Business Journal. Retrieved April 8, 2017.
- "Smarsh Acquires CallCabinet to "Transform" AI-Powered Voice Compliance in Customer Experience". CX Today. February 4, 2025. Retrieved May 14, 2026.}
- "Smarsh Introduces Groundbreaking Text Message Archiving Solution for Federal Government". Corporate Compliance Insights. July 1, 2020. Retrieved May 14, 2026.
- "Company Overview". Bloomberg Business. Retrieved April 8, 2017.
- Rogoway, Mike (June 13, 2013). "Smarsh, An Archivist for the Information Age". Oregon Live. Retrieved April 8, 2017.
- Earnshaw, Aliza (April 20, 2008). "Smarsh expects to double revenue to $10M". Portland Business Journal. Retrieved April 8, 2017.
- Rogoway, Mike (November 5, 2013). "Dell Sells its Majority Stake in Smarsh to Investment Fund Toba Capital". Oregon Live. Retrieved April 8, 2017.
- "Smarsh to merge with Actiance in bid to become a $100M compliance powerhouse". SiliconANGLE. 2017-11-15. Retrieved 2024-12-05.
- "Smarsh Welcomes Kim Crawford Goodman as New Chief Executive Officer". Smarsh. Retrieved 2025-06-24.
- "Smarsh and AWS Strengthen Partnership with New 5-Year Agreement". AWS. Retrieved May 14, 2026.
- Andrew Somera (December 1, 2025). "Announcing the 2025 Geo and Global AWS Partners of the Year". AWS. Retrieved May 14, 2026.
- Cook, Jordan (May 16, 2012). "Smarsh Acquires Former TC50 Finalist Perpetually, Founder Thanks NY Tech Scene". TechCrunch. Retrieved April 8, 2017.
- Spencer, Malia (February 4, 2015). "Smarsh Buys Houston-Based Archiving Firm". Portland Business Journal. Retrieved April 8, 2017.
- Spencer, Malia (17 August 2017). "Smarsh buys London voice archiving firm". Portland Business Journal. Retrieved 5 December 2024.
- Davis Janowski (November 10, 2020). "Smarsh to Acquire AI Pioneer Digital Reasoning". Wealth Management. Retrieved May 14, 2026.
- "Smarsh acquires cybersecurity compliance and risk analytics firm Entreda". SiliconANGLE. 2020-05-21. Retrieved 2024-12-05.
- Davis Janowski (November 1, 2021). "Smarsh Subsidiary Entreda Acquires Privva". Wealth Management. Retrieved May 14, 2026.}
- Joyce Wells (November 4, 2021). "Smarsh acquires Digital Safe product line from Micro Focus". KM World. Retrieved May 14, 2026.}
- "Smarsh Completes Acquisition of TeleMessage, Extends Communications Compliance Leadership". Smarsh. Retrieved 2024-02-29.