List of Smarsh Archiving Customers
Portland, 97204, OR,
United States
Since 2010, our global team of researchers has been studying Smarsh Archiving customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Smarsh Archiving for Archive as a Service (AaaS) from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Smarsh Archiving for Archive as a Service (AaaS) include: BNY, a United States based Banking and Financial Services organisation with 51800 employees and revenues of $18.60 billion, Advisor Group, a United States based Banking and Financial Services organisation with 2500 employees and revenues of $1.10 billion, Colorado Financial Service Corporation, a United States based Banking and Financial Services organisation with 800 employees and revenues of $200.0 million, Benton County, WA, a United States based Government organisation with 350 employees and revenues of $173.0 million, Franklin Pierce School District, a United States based Education organisation with 800 employees and revenues of $130.0 million and many others.
Contact us if you need a completed and verified list of companies using Smarsh Archiving, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Smarsh Archiving customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Advisor Group | Banking and Financial Services | 2500 | $1.1B | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2020 | n/a |
In 2020, Advisor Group implemented Smarsh Archiving as an Archive as a Service (AaaS) solution and is using Smarsh Archiving on its website. The deployment aligns with Archive as a Service (AaaS) patterns, provisioning cloud-based capture, indexed retention, and searchable archives that support policy-driven retention and supervised review workflows. The Smarsh Archiving implementation is positioned to support regulated communication oversight across Advisor Group, explicitly tying the application to compliance, legal, and IT business functions responsible for records management and audit readiness.
The architecture centers on a cloud-hosted archival repository with secure access controls and role-based governance consistent with AaaS operations, enabling e-discovery readiness and tamper-evident storage. Configuration focuses on retention policies, indexed search and supervised review queues to operationalize regulatory workflows, while administrative controls and audit logging provide governance for corporate compliance teams. The narrative documents Advisor Group Smarsh Archiving Archive as a Service (AaaS) relationship, emphasizing the application, category, and impacted business functions.
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Alpha Omega Wealth Management | Banking and Financial Services | 10 | $9M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2020 | n/a |
In 2020, Alpha Omega Wealth Management deployed Smarsh Archiving as an Archive as a Service (AaaS) solution to capture and retain website-hosted content from its public site. The Smarsh Archiving implementation is focused on continuous capture of web pages and on-site communications, routing captured content into a cloud-based managed archive for retention and indexed retrieval.
Architecturally the deployment centralizes ingestion, indexing, retention policy enforcement, and searchable storage in Smarsh Archiving, providing immutable time-stamped records and full text search capabilities typical of Archive as a Service (AaaS) platforms. Operational coverage is centered on compliance and records management for this US wealth management firm, giving compliance and legal users controlled access to archived website content and e-discovery export workflows to support regulatory recordkeeping and internal governance processes.
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Annex Wealth Management | Banking and Financial Services | 150 | $48M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2020 | n/a |
In 2020, Annex Wealth Management implemented Smarsh Archiving as its Archive as a Service (AaaS) solution to capture and retain content originating from the company website. Annex Wealth Management Smarsh Archiving Archive as a Service (AaaS) supports compliance and records management functions across the firm.
The deployment uses a cloud hosted archive model typical of Archive as a Service (AaaS), with a capture pipeline focused on web channel artifacts. Functional modules in use include content capture for website interactions, immutable retention storage, indexing and full text search, e discovery tooling, retention policy management, and audit trail logging. The narrative explicitly restates Smarsh Archiving as the application providing these capabilities.
Operational scope centers on web channel data, with access and workflows oriented to compliance, legal, and records management teams within the United States based firm. The configuration emphasizes searchable archival stores and role based access controls to support supervised review and records retrieval workflows, consistent with standard regulatory recordkeeping in Banking and Financial Services.
Governance is implemented through centralized retention schedules and administrative controls, with indexed archives and audit logging to support e discovery and internal review processes. Rollout details indicate the solution is provisioned for website content capture, with governance and access scoped to compliance and legal functions rather than broad enterprise system integration.
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Benton County, WA | Government | 350 | $173M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2012 | n/a |
In 2012, Benton County, WA implemented Smarsh Archiving, deploying the Smarsh Professional Archive in Q1 2012 to host county message archives under an Archive as a Service (AaaS) model. The initiative targeted improved search and retrieval performance, support for planned cloud and email migration activities, and mitigation of public records compliance risk under Washington State law.
The Smarsh Professional Archive configuration emphasized indexed search and retrieval, eDiscovery workflows, and records retention policy enforcement consistent with Archive as a Service (AaaS) capabilities. Configuration work included ingestion of historical message stores to reduce disclosure backlog and setup of capture profiles for email and messaging channels, with provisions to extend capture to social media and mobile sources.
Operational scope centered on county public records and disclosure workflows, affecting records management and legal teams responsible for responding to public records requests. Integration and extension planning focused on enabling future cloud and email platform interoperability and exportable archives for disclosure, while provisioning capture for social media and mobile channels to support long term compliance readiness.
Governance adjustments formalized retention and eDiscovery procedures to align with Washington State public records requirements and to accelerate disclosure processing. Outcomes reported by the county included reduced backlog on disclosure requests, improved responsiveness to public records requests, and a future proofed capture posture for social media and mobile needs.
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BNY | Banking and Financial Services | 51800 | $18.6B | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2020 | n/a |
In 2020, Bank of New York Mellon deployed Smarsh Archiving as its Archive as a Service (AaaS) solution. Smarsh Archiving was provisioned to centralize capture and retention of regulated communications and to provide a searchable archive layer across the enterprise.
The implementation focused on capture and retention for email, instant messaging, Bloomberg feeds, and voice records, with configuration of retention policies, indexing, and compliance export capabilities typical of Archive as a Service (AaaS) platforms. Smarsh Archiving was configured to support eDiscovery workflows by providing indexed search, custodial exports, and preserved message trails for regulatory and litigation use cases.
Integrations were implemented with enterprise eDiscovery and archive tooling explicitly referenced in the program, including Veritas Enterprise Vault Discovery Accelerator, Smarsh Connected Archive, Veritas eDiscovery Platform Clearwell, and Exterro for legal hold orchestration. Operational coverage was centered on litigation matters, regulatory inquiries, internal investigations, data subject access requests, and MIFID II requests, and the archive supported interactions with external law firms and third party eDiscovery vendors.
Governance and operational workflow centered on an eDiscovery Specialist Project Manager role responsible for identifying, collecting, processing, and delivering electronically stored information in coordination with Legal, Human Resources, Corporate Security, Compliance, and Information Security. Workflows were designed to adhere to jurisdictional legal and regulatory protocol and Global Data Privacy Regulations, with the eDiscovery program managing discovery project portfolios and coordinating system exports and legal hold actions through the integrated archive and eDiscovery tooling.
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Banking and Financial Services | 800 | $200M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2020 | n/a |
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Insurance | 20 | $2M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2014 | n/a |
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Banking and Financial Services | 250 | $65M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2025 | n/a |
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Professional Services | 20 | $3M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2020 | n/a |
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Education | 800 | $130M | United States | Smarsh | Smarsh Archiving | Archive as a Service (AaaS) | 2025 | n/a |
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Buyer Intent: Companies Evaluating Smarsh Archiving
- Edward Jones, a United States based Banking and Financial Services organization with 55000 Employees
- OP Financial Group, a Finland based Banking and Financial Services company with 14000 Employees
- City of Norfolk, a United States based Government organization with 5000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Edward Jones | Banking and Financial Services | 55000 | $16.3B | United States | 2026-02-21 | |
| OP Financial Group | Banking and Financial Services | 14000 | $5.2B | Finland | 2026-01-30 | |
| City of Norfolk | Government | 5000 | $1.0B | United States | 2025-07-01 | |
| Professional Services | 44000 | $10.7B | United States | 2025-05-06 | ||
| Professional Services | 1400 | $200M | United States | 2025-03-12 | ||
| Banking and Financial Services | 76800 | $72.2B | United States | 2024-07-01 |