Press and Media

Archive Intel in the news.

Industry coverage, podcast interviews, and webinars on AI-driven communications compliance for SEC and FINRA regulated firms.

Press Releases

Company news, straight from the source

Business Wire · December 17, 2025
Archive Intel Adds Microsoft Dynamics 365 as Integration Partner

Firms on Microsoft Dynamics 365 can now whitelist business contacts automatically, so client communications are captured for supervision without manual setup.

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EIN Presswire · February 3, 2026
Archive Intel Appoints John Molesphini and Vince Bakshani to Accelerate Enterprise Expansion

Two enterprise go-to-market leaders join the team as broker-dealers and larger RIAs scale their communications oversight.

Read the release
Media Features

Where Archive Intel has been featured

Future Proof Festival 2025 · AI Demo Drop
Manual Compliance Is Costing Firms

Larry Shumbres took the Future Proof Festival main stage for the AI Demo Drop, demoing Archive Intel live to more than 4,000 wealth, fintech, and asset management leaders.

Watch the AI Demo Drop
Investopedia · April 14, 2026
How Archive Intel Makes Compliance Easier for Financial Advisors

Investopedia looks at how contextual AI captures and reviews advisor communications against SEC and FINRA recordkeeping rules, with far fewer false flags.

Read the review
WealthManagement.com · September 8, 2025
AI-Powered Compliance: Transforming Wealth Management Workflows

WealthManagement.com talks with Archive Intel about moving compliance from after-the-fact cleanup to real-time, context-aware review.

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Wealth Advisor TV · February 20, 2026
A Better Mousetrap: Larry Shumbres on AI-Powered Compliance

Compliance should not require an army of analysts reviewing false positives or 16-week approval chains. Larry Shumbres explains the approach he built after listening to more than 200 clients describe what was broken.

Read the interview
Wealth Solutions Report · January 20, 2026
Wealthtech Roundup: Cetera, Archive Intel, Envestnet, T3 and More

Wealth Solutions Report's industry roundup spotlights Archive Intel among the firms shaping advisor technology.

Read the roundup
Investment News · April 23, 2026
AI Gives Advisors Reason to Keep Client Records Longer Than SEC Requires

Why advisory firms are retaining client records well beyond SEC minimums, and how AI makes long-term retrieval practical.

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Investment News · February 6, 2026
Archive Intel Brings In Veteran Sales Leaders to Court Large Institutions

Investment News on the enterprise sales hires behind Archive Intel's move upmarket.

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Investment News · May 9, 2024
Fintech Startup Archive Intel Secures $1M Seed Funding

Investment News covers the seed round and the plan to broaden communications archiving for regulated firms.

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Webinar · February 4, 2026
Compliance Reimagined: Turning Regulatory Requirements into Competitive Advantage

Larry Shumbres sat down with John O'Connell, CEO and founder of Oasis Group, to discuss how AI and LLMs are reshaping compliance operations and closing the gaps that keyword-based supervision leaves behind.

Watch the recording
Podcasts

Conversations with Larry Shumbres

WealthTech Today · Hosted by Craig Iskowitz · February 19, 2026
Ep. 329: From False Positives to Full Compliance

Craig Iskowitz and Larry Shumbres on the high-stakes world of regulatory compliance and the modern challenge of off-channel communications.

Listen on WealthTech Today
Advisor Lab by CION · Hosted by Derek Schwartz · February 26, 2026
Ep. 185: Leveraging AI for WealthTech Solutions

Larry Shumbres joins Derek Schwartz and Mark Gatto of CION Investments on how AI is improving workflows across wealth management.

Listen on Advisor Lab
AI for Advisors Podcast · April 30, 2026
Compliance Is the Real AI Opportunity

Larry Shumbres on why compliance, not portfolio management, is where AI delivers the clearest return for advisory firms.

Watch on YouTube
Contributed Content

Thought leadership

Wealth Solutions Report · February 2, 2026
More Tools, More Risk: Five Steps to Solve the Fragmented Compliance Problem

Larry Shumbres on why stacking more point tools widens the gaps in oversight, and five steps to bring communications back under one roof.

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Advisorpedia · May 20, 2026
From Open Models to Closed Platforms: The Next Generation of AI-Backed RegTech

Why purpose-built, closed AI platforms are replacing open models in compliance, and what that shift means for client data and recordkeeping.

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Awards

Recognition

FinTech Global · December 10, 2025
Archive Intel Named to the RegTech100

Recognized among the world's most innovative regulatory technology companies in FinTech Global's annual RegTech100.

View the RegTech100
Wealth Management · June 3, 2026
Archive Intel Named a Finalist in the 2026 Wealth Management Industry Awards

Archive Intel recognized among the finalists for the 2026 Wealth Management Industry Awards.

See the finalists
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For interview requests, speaking opportunities, or general questions, please reach out to hello@archiveintel.com. Media inquiries go to our PR team above.

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