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Archive Intel

archiveintel.com

From $99/mo WebiOSAndroid

What it is

Archive Intel captures, reviews, archives, and retrieves business communications for SEC- and FINRA-regulated firms and other organizations. Its Contextual AI evaluates communications against recordkeeping requirements, while human review workflows allow configurable escalation and random review scheduling. AI Marketing Review can flag potentially noncompliant language before distribution, suggest alternatives, and retain review actions and decisions. For business texting on personal devices, Archive Intel captures iMessage, WhatsApp, and Android SMS with contact-level allow or block lists to separate personal conversations. Listed channels include social networks, workplace messaging, email, video chat, and CRM services. Customers can access and export records on demand without retrieval or export fees; 1TB of storage is included. Archive Intel says it is SOC 2 Type II certified and stores records in non-alterable WORM format. The platform is available on Android, iOS, and the web. Pricing lists a $99 a month platform fee, plus $12 per user per month per connector and $40 per user per month for text archiving, with no minimums. AI Marketing Review is an add-on starting at $500 a month.

Spec sheet

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

Plans and prices

Archive Intel Platform $99 a month $99/month platform fee · $12/user/month per connector · $40/user/month text archiving · No minimums · 1TB storage included Read 29 Sep 2026 · archiveintel.com
AI Marketing Review $500 a month starting Add-on · Starting at $500/month Read 29 Sep 2026 · archiveintel.com

Every Archive Intel plan and price →

Strong points and limits

Strong points

  • Captures business texts with contact-level allow or block lists
  • Contextual AI considers recordkeeping requirements
  • Human review supports configurable escalation
  • On-demand record access and exports have no retrieval fees
  • Includes 1TB of storage

Limits

  • Platform fee is $99 a month
  • Text archiving costs $40 per user per month
  • AI Marketing Review starts at $500 a month

Who it suits

Archive Intel suits registered investment advisors, broker-dealers, wealth management firms, and enterprise organizations that need communication capture and review. Its personal-device texting capture may be relevant to firms that need to separate business and personal conversations.

Verdict

Archive Intel combines communication capture, contextual review, and archiving with export access and included storage. Review the platform, connector, texting, and add-on charges to estimate the cost for your channel mix.

Where Specifiction places it

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