RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

The RIABiz Directory

Sponsored by


Enter search or click dropdown arrow

Search by letter:

GET LISTED!

Adding your company to the RIABiz Directory is simple and quick.


Premium Listing
$ 950/year
Basic Listing
FREE
Add Your Listing

For More Info Contact:

Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

Archive Intel, Inc

Filed under: Compliance Expert, Tech: Other

Archive Intel, Inc logo

Company info:

Lawrence Shumbres
Top executive: Lawrence Shumbres

770-634-6131

8000 Avalon Blvd

Suite 100

Alpharetta, Georgia, United States, 30009

RIA department info:

Shea Werner

Contact: Shea Werner

720-637-0700

shea@archiveintel.com

Etcetera:

  • 11 FTEs

  • $3,000,000 Revenue

  • Founded in 2024


Q&A:

What is the service or product you offer to RIAs?

Archive intel offers an AI-powered archiving, record-keeping, and compliance monitoring solution designed specifically for the financial industry. We’re the only company that can monitor, archive, and whitelist client contacts directly through iMessage, Android, and WhatsApp. Our intuitive platform seamlessly captures emails, social media content, websites, and messaging apps while reducing flagged false positives by 98%. Even better, our AI Agents handle daily, weekly, or monthly compliance reviews—saving financial firms hundreds of hours per month in meeting SEC record-keeping requirements.

How do you differentiate your offering from competitors?

Archive intel is the only compliance and record keeping solution to monitor and capture your client texts directly from your personal phone(iMessage, Android, and WhatsApp). Archive intel is also the only compliance solution with an AI agent to perform 85% of all your ecomms tasks.

What else would you like to say about your business?

Archive intel continues to build out the AI compliance suite and currently has over 400 RIA offices utilizing the platform. On average 1 to 3 RIA offices subscribe daily to Archive intel.


Resources

https://meetings.hubspot.com/shea34?uuid=65aca1ca-b9da-49d4-a7e6-48596694c773

Book a Demo with Archive intel

RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2025 RIABiz Inc. All rights reserved.