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Archive Intel

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What Archive Intel is

Archive Intel is paid software for capturing, reviewing, archiving, and retrieving business communications at SEC- and FINRA-regulated firms. It serves registered investment advisors, broker-dealers, wealth managers, and enterprise organizations across Android, iOS, and the web. Contextual AI evaluates communications against recordkeeping requirements rather than isolated keywords. Personal-device capture covers business iMessage, WhatsApp, and Android SMS using contact-level allow or block lists. Listed integrations include LinkedIn, Facebook, X, Instagram, YouTube, Slack, Microsoft Teams, Zoom Chat, Bloomberg IB, Microsoft Outlook, Google Workspace, Salesforce, and Microsoft Dynamics. Human review supports configurable escalation and random sampling. AI Marketing Review flags potentially noncompliant language before distribution, suggests alternatives, and archives decisions. Customers can access and export records without retrieval or export fees, with 1TB included. Archive Intel states that records use non-alterable WORM storage and that it is SOC 2 Type II certified. Pricing is $99/month platform, $12/user/month per connector, and $40/user/month text archiving; AI Marketing Review starts at $500/month.

Who it suits

It suits regulated firms that must capture communications across social, messaging, email, collaboration, and CRM channels. Compliance teams can combine automated review with human escalation and on-demand exports.

What it does well

  • Broad communication-channel coverage
  • Personal texting privacy controls
  • Human review workflows
  • Non-alterable WORM storage
  • 1TB storage included

What to know first

  • No free plan
  • No free trial
  • Platform and connector fees apply
  • Some connectors are coming soon

Plans

PlanBilled and limitsPrice
AI Marketing Reviewstarting · Add-on · Starting at $500/month$500 a month
Archive Intel Platform$99/month platform fee · $12/user/month per connector · $40/user/month text archiving · No minimums · 1TB storage included$99 a month

As archiveintel.com lists them, read 29 Sept 2026. The maker's own page has the final word.

Verdict

Archive Intel combines multichannel capture, contextual compliance review, human oversight, and retrievable archiving for regulated communications. Its layered pricing and separate marketing-review add-on should be considered when estimating costs.

Facts from Archive Intel's own pages

AI security
The company says client data is not routed through third-party AI models or open APIs and that AI processing runs within its controlled infrastructure. · archiveintel.com, 29 Sept 2026
Channel integrations
Listed channels include LinkedIn, Facebook, X, Instagram, YouTube, Slack, Microsoft Teams, Zoom Chat, Bloomberg IB, Microsoft Outlook, Google Workspace, Salesforce, and Microsoft Dynamics. · archiveintel.com, 29 Sept 2026
Coming soon connectors
The supported channels page marks Claude Compliance API, Slant, Zendesk, and Jump as coming soon. · archiveintel.com, 29 Sept 2026
Contextual AI
Its Contextual AI evaluates communications in the context of SEC and FINRA recordkeeping requirements rather than isolated keywords. · archiveintel.com, 29 Sept 2026
Data access
Customers can access and export records on demand without retrieval or export fees, and the platform includes 1TB of storage. · archiveintel.com, 29 Sept 2026
Free trial
The FAQ says Archive Intel does not offer self-service free trials and instead offers personalized live demos. · archiveintel.com, 29 Sept 2026
Headquarters
Alpharetta, Georgia, United States · archiveintel.com, 28 Sept 2026
Human review
The platform supports human-in-the-loop supervision with configurable escalation workflows and random review scheduling. · archiveintel.com, 29 Sept 2026
Infrastructure
The trust page says the service is hosted on AWS, with data encrypted in transit and at rest and regular encrypted backups. · archiveintel.com, 29 Sept 2026
LinkedIn partnership
Archive Intel says it is an Official LinkedIn Regulatory Compliance Partner and captures LinkedIn content through the platform API. · archiveintel.com, 29 Sept 2026
Marketing review
AI Marketing Review identifies potentially noncompliant language before distribution, suggests alternatives, and archives review actions and decisions. · archiveintel.com, 29 Sept 2026
Personal texting
It captures business iMessage, WhatsApp, and Android SMS from personal devices using contact-level whitelisting or blacklisting to keep personal conversations private. · archiveintel.com, 29 Sept 2026
Product
Archive Intel captures, reviews, archives, and retrieves business communications for SEC and FINRA regulated firms. · archiveintel.com, 29 Sept 2026
Security
Archive Intel states that it is SOC 2 Type II certified and that archived communications are stored in non-alterable WORM format. · archiveintel.com, 29 Sept 2026
Support
The company lists support at [email protected] and by phone at (720) 637-0700. · archiveintel.com, 29 Sept 2026
Who it serves
Archive Intel says it serves registered investment advisors, broker-dealers, wealth management firms, and enterprise organizations. · archiveintel.com, 29 Sept 2026

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