Hightouch hits $100 million ARR as AI marketing platform drives growth

Hightouch said it passed $100 million in annual recurring revenue after adding $70 million in just 20 months, a rapid climb that shows how fast AI is being budgeted into marketing stacks when it can promise more than content generation alone. The San Francisco company has turned its original warehouse-native customer data platform into a broader data and AI system for agentic marketing, betting that enterprise buyers want software that can choose messages, coordinate campaigns and act on customer data with less manual intervention.

Founded in 2019 by Joshua Curl, Kashish Gupta and Tejas Manohar, Hightouch first built its business around the customer data layer before recasting itself as a composable CDP and then as an AI platform for marketers. Its current products include AI Decisioning, the Agentic Marketing Platform, or AMP, and Ad Studio. Hightouch says the platform helps marketers launch personalized campaigns across ads and CRM, and its site says it integrates with 300 marketing and data platforms. That breadth matters: much of the value proposition is not a brand-new channel, but a new control layer over data, workflows and execution.

The company’s momentum has been helped by a February 2025 financing round, when Hightouch raised $80 million at a $1.2 billion valuation in a Series C led by Sapphire Ventures, with participation from NVC, Bain Capital Ventures, ICONIQ Growth, Y Combinator, Afore Capital and Amplify Partners. Hightouch said the capital would support AI Decisioning, which it framed as a move beyond manual rules and A/B tests toward AI agents selecting the best message for each customer. The company said it designed the product after speaking with marketing and digital leaders at large retail, media and financial-services companies.

Hightouch has also used customer examples to make the case that its software can move beyond theory. The company says PetSmart has more than 70 million Treats Rewards members, and Databricks has said PetSmart used Databricks and Hightouch AI Decisioning Agents to improve engagement after traditional email and campaign testing stalled. Hightouch’s site also highlights Warner Music Group, Chime, Fundrise and WHOOP.

The sharper question behind the $100 million ARR mark is where AI spending is actually landing inside corporate America. In Hightouch’s case, the money is not flowing into a standalone creative tool so much as into a platform that layers agentic automation onto existing customer-data infrastructure. When Hightouch introduced Hightouch Agents in November 2025, it said they were trained on real marketing workflows and connected directly to a company’s warehouse and marketing stack through a marketing context layer that includes customer data, campaign details, creative performance and brand guidelines. That suggests the next phase of enterprise demand may favor systems that rebundle old martech categories with AI-driven decisioning, not entirely new software categories.