Dedicated to Financial Technology

We build so you can thrive.

We are Archive Intel

Our Story

We are financial and regulatory technology experts with over 100 years of combined experience, including companies such as IBM, Charles Schwab, Google, Oppenheimer, New York Life, Personal Capital, Morningstar, eVestment, and eMoney by Fidelity.

We founded Archive Intel with the strong belief that powerful data archiving solutions should be accessible to businesses of all sizes to enable them to meet complex compliance regulations so their companies can thrive. Our solutions are designed with focus, simplicity, and harness the power of Artificial Intelligence to maximize efficiency. We are committed to understanding unique challenges and providing solutions that exceed client expectations.

Our Mission

Our mission is to empower organizations with cutting-edge archiving solutions that transcend industry standards. We are dedicated to simplifying the complexities of data management and ensuring the integrity, security, and accessibility of digital information. Through our innovative SaaS platform, we strive to be the trusted partner that enables businesses to archive, manage, and leverage their data seamlessly, fostering compliance, enhancing efficiency, and unlocking the full potential of their information assets. At the heart of our mission is a commitment to technological excellence, customer-centricity, and the relentless pursuit of advancing the archiving landscape to empower businesses for a data-driven future.

Our Principles

As a company, we live by a few principles:

We embrace innovation and change

We prioritize the highest standards of integrity

We are Customer-Centric

We exceed expectations

We believe in our team, and our clients

We are open and transparent

We are committed to accessible solutions for all

Meet Our Team

Larry Shumbres

Founder & CEO

3 Successful Exits, Charles Schwab, Morningstar, eMoney, and IBM

Shea Werner

Co-Founder & CRO

Sales and Marketing Guru, Oppenheimer, Personal Capital, Tifin

Al Tafur

Al Tafur

Chief Technology Officer (CTO)

Financial Technology Expert, SMArtX

Jodi Shumbres Image

Jodi Leibowitz

Chief Strategy Officer (CSO)

Sales and Strategy Expert, Marketing Visionary

Lauren Shockcor

Lauren Shockcor

Director of Client Experience

Expert in Client Support, Oppenheimer

Kaitlyn Rodriguez Image

Kaitlyn Rodriguez

Client Support Specialist

Experienced Customer Service Specialist

Heather_Condron

Heather Condron

Head of Technology

SmartX

Meet Our Advisory Board

David Image

David Evans

Board Member & Investor

Google, AI, SMS

Phil Image

Philip Coniglio

Board Member & Advisor

Cybersecurity Expert, President & CEO at AdvisorDefense

Andrew Image

Andrew Evans

Board Member & Advisor

Financial Industry expert & Entrepreneur, TAG Advisors, Rossby Financial

Damon Image

Damon Deru

Board Member & Investor

Advisor Peak CEO, Exit to Addepar

Backed by / Investors

SocialLeverage Logo