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Archive Intel

Alpharetta, Georgia, USA · ≈21 employees · Public Finance Activities · archiveintel.com

Archive Intel is an AI-powered SaaS company founded in 2024, based in Alpharetta, Georgia, with additional operations in Denver and Atlanta. The company specializes in providing a comprehensive communications archiving, monitoring, and compliance platform tailored for regulated financial businesses, including Registered Investment Advisors (RIAs), financial advisors, broker-dealers, and wealth management firms. The platform automates the capture, storage, and review of digital communications across various channels, such as email, social media, and text messages. Key features include off-channel monitoring that archives client texts directly from personal phones, AI compliance agents that handle a significant portion of compliance tasks, and real-time editing to ensure compliance during communication. Archive Intel operates on a subscription model, offering flexible pricing options to meet the needs of its clients while helping them adhere to SEC record-keeping requirements.

Also: compliance · archiving · surveillance · 17a4 · regtech · ai · fintech · compliant · text · social media · website · email

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