Internet Software and Services
Company Overview of Smarsh, Inc.
Smarsh, Inc. provides financial technology solutions to investment advisors, broker/dealers, banks, and hedge fund enterprises. It offers message archiving and compliance that offers archiving solutions for email and instant messaging; and messaging security, a solution for incoming threats best-of-breed spam and virus protection and outgoing threats with its data-leak prevention solutions. The company also provides smarshCRM, a Web-based customer relationship management platform that enables financial advisors to navigate the program making compliance and practice management processes; file encryption solutions to archiving and compliance suite; document management solutions; and email host...
921 SW Washington Street
Portland, OR 97205
Founded in 2001
Key Executives for Smarsh, Inc.
Vice President of Sales & Operations
Vice President of Business Development & Strategic Initiatives
Compensation as of Fiscal Year 2014.
Smarsh, Inc. Key Developments
Smarsh Inc. Opens London Office to Meet Growing Global Demand for Archiving and Compliance Solutions
Sep 10 14
Smarsh Inc. announced the opening of a fully operational London-based entity. The US-headquartered company, which has successfully delivered its cloud-based archiving solutions to global financial organizations including Aberdeen Asset Management and Standard Life Investments, is now well-positioned in the Square Mile to assist UK-based customers in meeting compliance obligations from the Financial Conduct Authority (FCA), the European Supervisory Authorities (ESA) and other global regulatory agencies. The cloud-based Smarsh Archiving Platform enables customers to meet regulatory obligations for the retention and oversight of electronic communications, offering a unified compliance and e-discovery workflow across email, social media, instant messaging, mobile messaging and web content. With over a decade of experience in the financial services industry, Klein brings a deep working knowledge of global capital markets and has extensive experience in assisting regulated organisations. The Smarsh UK office is located in London's Square Mile (Warnford Court, 29 Throgmorton Street, Suite 218, London EC2N 2AT) and will be recruiting sales and customer support engineers in the coming months.
ProEquities Inc. Selects Smarsh to Leverage Social Media
Aug 12 14
Smarsh announced it has been selected by ProEquities, Inc. to provide LinkedIn, Facebook, Twitter and email archiving services. Smarsh enables ProEquities, a service and growth-oriented broker-dealer for independent registered representatives and financial advisors throughout the 50 states, to meet the needs of its advisors and its IT and compliance departments. The ProEquities compliance team is confident that, with Smarsh, the company meets the retention and supervision requirements of the securities and exchange commission and financial industry regulatory authority without piling hours of work onto staff.
Northstar Realty Securities Deploys Smarsh Archiving & Compliance
Jul 17 14
Smarsh(R) announced NorthStar Realty Securities, LLC deployed Smarsh Archiving & Compliance for Salesforce1 Chatter(TM) via the Salesforce1 AppExchange. NorthStar has deployed Salesforce1 Chatter nationwide, helping to improve communication and collaboration across a geographically dispersed sales team. For NorthStar's wholesalers, Chatter is more than a solution to organize information; it provides them with a shared, real-time awareness of events. Smarsh Archiving & Compliance for Salesforce1 Chatter enables NorthStar's compliance department to more effectively meet the electronic communication retention and supervision obligations of the Financial Industry Regulatory Authority (FINRA).
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