Date of inception






Content Types

Messages Archived in 2015

Growing Headcount and Market Presence
with a Global Focus

Smarsh Contact Portland

Portland, OR

Smarsh Contact

Atlanta, GA

Smarsh Contact New York

New York, NY

Smarsh Contact

Boston, MA

Smarsh Contact Los Angeles

Los Angeles, CA

Smarsh London



Our guiding principles influence our relationships with clients, partners and co-workers

Smarsh People First
Smarsh Inspire Confidence
Smarsh Embrace the Impossible

Milestones of Excellence

December 2001
We’ve been at it since 2001. With a background in the financial industry, founder Steve Marsh saw his consulting clients scrambling to meet the electronic communications mandates from regulators. At the top of the list was section 17a-4 of the Securities Exchange Act of 1934, which had expanded to require the retention and supervision of email and electronic communications.


November 2005
The Smarsh client base surpassed 250, including over 100 broker-dealers with email archiving service.

February 2005
Smarsh opens an office at 75 Broad Street, steps from the New York Stock Exchange.

January 2005
Smarsh formally moves to Portland, Oregon with a handful of employees, focusing on archiving solutions for broker-dealers and investment advisors.


September 2006
Smarsh signed its 500th financial firm for email and message archiving services.


April 2007
Smarsh announces its groundbreaking policy engine, the Virtual Compliance Officer®, designed to make email supervision more efficient. Expertise with compliance and supervision tools leads to significant traction with independent broker-dealers.

May 2007
Smarsh raises its first outside capital from Kayne Anderson Capital Advisors, a growth capital firm located in Los Angeles, CA.


February 2008
Smarsh completes the acquisition of CentraScan.

June 2008
Smarsh ranked No. 2 on the Portland Business Journal’s list of Oregon’s fastest growing private companies.

August 2008
Smarsh ranked No. 184 on the Inc. 500, Inc. Magazine’s annual list of the fastest-growing private companies in the United States.

November 2008
Smarsh completes the acquisition of Financial Visions.

December 2008
Smarsh crosses over 50 employees.


April 2009
Founder/CEO Stephen Marsh named to Portland Business Journal’s “40 Under 40.”

May 2009
Smarsh adds email encryption and data-leak prevention services to its product portfolio. Smarsh also extended its archiving support to Twitter, becoming the first archiving provider to include this social network in its consolidated services.

June 2009
Smarsh ranked No. 1 on the Portland Business Journal’s list of Oregon’s fastest growing private companies. Founder/CEO Stephen Marsh named a finalist for Ernst & Young’s Entrepreneur of the Year Award for the Pacific Northwest.

August 2009
Smarsh named to Inc 500 for second straight year.

October 2009
Smarsh ranked No. 61 on the Deloitte Technology Fast 500, Deloitte’s ranking of 500 of the fastest-growing technology, media, telecommunications, life sciences and clean technology companies.

December 2009
Smarsh customer count passes 9,000.


May 2010
Smarsh introduces archiving support for Facebook and LinkedIn, eight months before FINRA releases Regulatory Notice 10–06, guidance on social media.. Smarsh wins the Oregon Technology Award for Technology Service Company of the Year.

June 2010
Smarsh named to Portland Business Journal’s Private 100 for third straight year.

July 2010
Smarsh adds text message archiving to its archiving and compliance services.

August 2010
Smarsh Named to Inc. 5000 for third consecutive year.

September 2010
Smarsh named to the Deloitte Technology Fast 500 for second consecutive year. Smarsh named Oregon Entrepreneurs Network Growth Stage Company of the Year.


March 2011
Smarsh named one of the 100 best Companies to Work For in Oregon by Oregon Business.

June 2011
Smarsh named to Portland Business Journal’s Private 100 for fourth straight year.

August 2011
Smarsh named to Inc. 5000 for fourth consecutive year.

September 2011
Smarsh opens an office and R&D hub in Boston, MA.

October 2011
Smarsh adds Quest Software as a strategic investor and partner. Smarsh named to the Deloitte Technology Fast 500 for third consecutive year.

December 2011
Smarsh crosses over 100 employees.


May 2012
Smarsh Introduces Web archiving to its product portfolio.

June 2012
Smarsh Acquires AdvisorSquare from Symantec and opens an office in Los Angeles, CA. Smarsh named to Portland Business Journal’s Private 100 for fifth straight year.

August 2012
Smarsh named to Inc. 5000 for fifth consecutive year.

September 2012
Smarsh customer count passes 20,000.

October 2012
Smarsh adds Salesforce Chatter® and Microsoft® Yammer as supported content through direct relationships between both companies.

November 2012
Smarsh named to the Deloitte Technology Fast 500 for fourth consecutive year.


May 2013
NASDAQ OMX and Smarsh establish partnership to deliver deeper compliance risk capabilities. Web Archiving named a finalist for Technology Association of Oregon “Cool Product of the Year.”

June 2013
Smarsh named to Portland Business Journal’s Private 100 for sixth straight year.

August 2013
Smarsh partners with Toba Capital to grow and expand the business. Smarsh Named to Inc. 5000 for Sixth Consecutive Year.

September 2013
Email Management Suite named a KM World Trend-Setting Product for 2013. Smarsh opens East Coast technology hub in Atlanta, GA.

October 2013
Smarsh awarded Inc. Magazine’s Hire Power award as a top private job creator.

November 2013
Smarsh named to the Deloitte Technology Fast 500 for fifth consecutive year.

December 2013
Smarsh passes 200 employees.


May 2014
FTF News awards Smarsh Best Social Media and Compliance Solution. FTF News awards Steve Marsh FinTech Person of the Year.

September 2014
Beagle Research: WizKids 2014 Beagle Research named Smarsh one of the winners of the annual WizKids Award for innovation in front-office technology. Wizkids 2014 specifically recognized the Smarsh Salesforce1 Chatter archiving and compliance solution.

August 2014
KM World: Trend-Setting Products of 2014 Smarsh Named as a Trend-Setting Product of 2014

July 2014
Inc. 5000 Smarsh Named to Inc. 5000 for 7th Con­sec­u­tive Year.

June 2014
Radicati Top Player Smarsh Rec­og­nized as “Top Player” In Cloud Infor­ma­tion Archiv­ing by Inde­pen­dent Ana­lyst Research Firm.

March 2014
Ore­gon Tech­nol­ogy Award Smarsh Chosen as a 2014 Oregon Tech Awards Finalist

February 2014
Ore­gon Busi­ness 100 Best Com­pa­nies to Work in Oregon Smarsh Named to Ore­gon Busi­ness 100 Best Com­pa­nies to Work in Oregon

November 2014
Smarsh named to the Deloitte Technology Fast 500 for sixth consecutive year.

Smarsh Archiving Platform

Want to Join Our Team?

We’re seri­ously passionate about every­thing we do at Smarsh—from how we inno­vate, to how we grow and lead the indus­try, to how we serve our customers.

Smarsh Full Circle

Smarsh Full Circle

It’s impor­tant to our com­pany and employ­ees to make a meaning­ful dif­fer­ence in the com­mu­ni­ties where we work and live.

Full Cir­cle is our com­pany ser­vice pro­gram that’s ded­i­cated to giv­ing back to these com­mu­ni­ties and the causes that inspire our employ­ees to take action.