Smarsh

SMS & Email

Smarsh provides trusted AI compliance technology that secures your communications data, meets regulatory requirements, and provides the insights you need to stay ahead.

Trusted AI compliance technology for electronic communications—capture, archive, and surveillance across 80+ channels with FINRA/SEC/FFIEC retention.

• Founded: 2001
• Headquarters: Portland, OR, USA
• Ownership: Private (PE-backed)
• Funding / valuation: ~$120M+; PE-growth
• Serves: Banks, broker-dealers, insurance — All tiers
• Notable customers: Thousands of banks and FIs
• Core integrations: Microsoft 365, Google Workspace, major comms channels
• Capabilities: Capture; Archive; Surveillance; Discovery; Smarsh AI; Professional Services

Compliance watch-outs

Smarsh captures and archives FI marketing downstream; Warrant adds upstream pre-publish AI review—a complete, end-to-end compliance story.

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