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
Chief Technology Officer (CTO)
Financial Technology Expert, SMArtX
Jodi Leibowitz
Chief Strategy Officer (CSO)
Sales and Strategy Expert, Marketing Visionary
Lauren Shockcor
Director of Client Experience
Expert in Client Support, Oppenheimer
Kaitlyn Rodriguez
Client Support Specialist
Experienced Customer Service Specialist
Heather Condron
Head of Technology
SmartX
Meet Our Advisory Board
David Evans
Board Member & Investor
Google, AI, SMS
Philip Coniglio
Board Member & Advisor
Cybersecurity Expert, President & CEO at AdvisorDefense
Andrew Evans
Board Member & Advisor
Financial Industry expert & Entrepreneur, TAG Advisors, Rossby Financial
Damon Deru
Board Member & Investor
Advisor Peak CEO, Exit to Addepar
Backed by / Investors