Date of inception
WHAT MOTIVATES AND SUSTAINS US?
Our guiding principles influence our relationships with clients, partners and co-workers
Milestones of Excellence
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.
The Smarsh client base surpassed 250, including over 100 broker-dealers with email archiving service.
Smarsh opens an office at 75 Broad Street, steps from the New York Stock Exchange.
Smarsh formally moves to Portland, Oregon with a handful of employees, focusing on archiving solutions for broker-dealers and investment advisors.
Smarsh signed its 500th financial firm for email and message archiving services.
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.
Smarsh raises its first outside capital from Kayne Anderson Capital Advisors, a growth capital firm located in Los Angeles, CA.
Smarsh completes the acquisition of CentraScan.
Smarsh ranked No. 2 on the Portland Business Journal’s list of Oregon’s fastest growing private companies.
Smarsh ranked No. 184 on the Inc. 500, Inc. Magazine’s annual list of the fastest-growing private companies in the United States.
Smarsh completes the acquisition of Financial Visions.
Smarsh crosses over 50 employees.
Founder/CEO Stephen Marsh named to Portland Business Journal’s “40 Under 40.”
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.
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.
Smarsh named to Inc 500 for second straight year.
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.
Smarsh customer count passes 9,000.
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.
Smarsh named to Portland Business Journal’s Private 100 for third straight year.
Smarsh adds text message archiving to its archiving and compliance services.
Smarsh Named to Inc. 5000 for third consecutive year.
Smarsh named to the Deloitte Technology Fast 500 for second consecutive year. Smarsh named Oregon Entrepreneurs Network Growth Stage Company of the Year.
Smarsh named one of the 100 best Companies to Work For in Oregon by Oregon Business.
Smarsh named to Portland Business Journal’s Private 100 for fourth straight year.
Smarsh named to Inc. 5000 for fourth consecutive year.
Smarsh opens an office and R&D hub in Boston, MA.
Smarsh adds Quest Software as a strategic investor and partner. Smarsh named to the Deloitte Technology Fast 500 for third consecutive year.
Smarsh crosses over 100 employees.
Smarsh Introduces Web archiving to its product portfolio.
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.
Smarsh named to Inc. 5000 for fifth consecutive year.
Smarsh customer count passes 20,000.
Smarsh adds Salesforce Chatter® and Microsoft® Yammer as supported content through direct relationships between both companies.
Smarsh named to the Deloitte Technology Fast 500 for fourth consecutive year.
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.”
Smarsh named to Portland Business Journal’s Private 100 for sixth straight year.
Smarsh partners with Toba Capital to grow and expand the business. Smarsh Named to Inc. 5000 for Sixth Consecutive Year.
Email Management Suite named a KM World Trend-Setting Product for 2013. Smarsh opens East Coast technology hub in Atlanta, GA.
Smarsh awarded Inc. Magazine’s Hire Power award as a top private job creator.
Smarsh named to the Deloitte Technology Fast 500 for fifth consecutive year.
Smarsh passes 200 employees.
FTF News awards Smarsh Best Social Media and Compliance Solution. FTF News awards Steve Marsh FinTech Person of the Year.
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.
KM World: Trend-Setting Products of 2014 Smarsh Named as a Trend-Setting Product of 2014
Inc. 5000 Smarsh Named to Inc. 5000 for 7th Consecutive Year.
Radicati Top Player Smarsh Recognized as “Top Player” In Cloud Information Archiving by Independent Analyst Research Firm.
Oregon Technology Award Smarsh Chosen as a 2014 Oregon Tech Awards Finalist
Oregon Business 100 Best Companies to Work in Oregon Smarsh Named to Oregon Business 100 Best Companies to Work in Oregon
Smarsh named to the Deloitte Technology Fast 500 for sixth consecutive year.
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.