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Archive Intel

Archive Intel captures, reviews, archives, and retrieves business communications for firms subject to SEC and FINRA requirements.

Place
#6 of 38
Score
6.6
Archive Intel's website

What Archive Intel is

Archive Intel captures, reviews, archives, and retrieves business communications for firms subject to SEC and FINRA requirements. Its Contextual AI evaluates messages against recordkeeping obligations rather than relying only on isolated keywords. The platform covers channels including social networks, workplace messaging, email, video chat, and CRM tools. For business texting on personal devices, it captures iMessage, WhatsApp, and Android SMS, with contact-level allow or block lists to separate personal conversations. Human review workflows support escalation and scheduled sampling; AI Marketing Review can flag potentially noncompliant language before distribution, suggest alternatives, and retain review decisions. Customers can access and export records on demand without retrieval or export fees, and 1TB of storage is included. Archive Intel says it is SOC 2 Type II certified and uses non-alterable WORM storage. The platform fee is $99/month, with connector charges of $12/user/month and text archiving at $40/user/month; there are no minimums. Archive Intel is available on Android, iOS, and the web.

Good

  • Captures a range of business communication channels
  • Contact-level controls separate personal texting
  • Human review supports escalation and scheduled sampling
  • Records are available for export without retrieval fees
  • Includes 1TB of storage

Watch out

  • No free plan or free trial
  • Platform fee is $99/month, plus connector charges
  • Text archiving costs $40/user/month

Who it suits

It is aimed at registered investment advisors, broker-dealers, wealth management firms, and enterprise organizations that need communications archiving and review.

Verdict

Archive Intel brings communications capture, compliance-focused review, and record retrieval into one platform. Its listed pricing combines a platform fee with per-user charges, and AI Marketing Review is a separate add-on.

Plans and prices

From Archive Intel's own pricing page, checked 29 Sep 2026.

All about pricing
PlanPriceWhat it gives you
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
AI Marketing Review$500 a monthAdd-on · Starting at $500/month · starting

The facts

Each one read from Archive Intel's own pages, with the date it was checked.

What it does

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.checked 29 Sep 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.checked 29 Sep 2026
Coming soon connectors
The supported channels page marks Claude Compliance API, Slant, Zendesk, and Jump as coming soon.checked 29 Sep 2026
Contextual AI
Its Contextual AI evaluates communications in the context of SEC and FINRA recordkeeping requirements rather than isolated keywords.checked 29 Sep 2026
Data access
Customers can access and export records on demand without retrieval or export fees, and the platform includes 1TB of storage.checked 29 Sep 2026
Human review
The platform supports human-in-the-loop supervision with configurable escalation workflows and random review scheduling.checked 29 Sep 2026
Infrastructure
The trust page says the service is hosted on AWS, with data encrypted in transit and at rest and regular encrypted backups.checked 29 Sep 2026
LinkedIn partnership
Archive Intel says it is an Official LinkedIn Regulatory Compliance Partner and captures LinkedIn content through the platform API.checked 29 Sep 2026
Marketing review
AI Marketing Review identifies potentially noncompliant language before distribution, suggests alternatives, and archives review actions and decisions.checked 29 Sep 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.checked 29 Sep 2026
Product
Archive Intel captures, reviews, archives, and retrieves business communications for SEC and FINRA regulated firms.checked 29 Sep 2026
Security
Archive Intel states that it is SOC 2 Type II certified and that archived communications are stored in non-alterable WORM format.checked 29 Sep 2026
Support
The company lists support at [email protected] and by phone at (720) 637-0700.checked 29 Sep 2026
Who it serves
Archive Intel says it serves registered investment advisors, broker-dealers, wealth management firms, and enterprise organizations.checked 29 Sep 2026

Money

Free trial
The FAQ says Archive Intel does not offer self-service free trials and instead offers personalized live demos.checked 29 Sep 2026

The company

Headquarters
Alpharetta, Georgia, United Stateschecked 28 Sep 2026
The full review of Archive Intel

Archive Intel is a communications archiving and supervision service for regulated financial firms and larger organizations. It is best suited to compliance teams managing many channels, including business texting on personal devices, and needing formal review controls. The trade-off is a layered cost structure that can become substantial as connectors, users, and text archiving expand.

Overview

Archive Intel continuously captures, reviews, archives, and retrieves business communications for SEC- and FINRA-regulated operations. Its Contextual AI assesses conversations against those recordkeeping obligations rather than matching isolated keywords, giving compliance reviewers a more regulatory-oriented basis for triage. Configurable retention, legal hold, advanced search, and on-demand export support day-to-day investigations and examinations.

Personal-device capture covers business iMessage, WhatsApp, and Android SMS. Contact-level whitelisting or blacklisting separates work conversations from private ones, a practical control for bring-your-own-device programs. It still requires careful administration: overly broad rules risk collecting personal exchanges, while narrow rules can miss business records.

Key features

Channel coverage

Connectors span LinkedIn, Facebook, X, Instagram, YouTube, Slack, Microsoft Teams, Zoom Chat, Bloomberg IB, Microsoft Outlook, Google Workspace, Salesforce, and Microsoft Dynamics. That breadth suits firms whose regulated conversations move between social networks, collaboration tools, email, CRM, and market-data systems. Archive Intel says it is an Official LinkedIn Regulatory Compliance Partner and captures LinkedIn content through the platform API, a useful distinction for organizations that need a defined route for LinkedIn records.

Supervision and marketing controls

Human-in-the-loop supervision supports configurable escalation workflows and random review scheduling. These controls let a compliance operation combine automated triage with accountable human decisions instead of treating AI output as the final judgment. AI Marketing Review scans language before distribution, suggests alternatives, and archives both review actions and decisions. It is a strong fit for firms that need pre-publication marketing oversight, but it is a separate paid add-on rather than part of the base platform.

Archive operations and security

Continuous capture, configurable retention, legal hold, advanced search, and 1TB of included storage cover the core work of preserving and finding records. Customers can access and export records on demand without retrieval or export fees, which removes a potentially painful cost during examinations or internal investigations. Communications are stored in non-alterable WORM format, and Archive Intel states that it is SOC 2 Type II certified. AWS hosting, encryption in transit and at rest, and regular encrypted backups add conventional infrastructure safeguards. The company says client data stays within its controlled infrastructure rather than being routed through third-party AI models or open APIs.

Pricing

The Archive Intel Platform costs $99 a month as a platform fee, plus $12 per user per month per connector and $40 per user per month for text archiving. There are no minimums, and 1TB of storage is included. The no-minimum policy helps smaller regulated teams start with a limited deployment, while per-connector billing means a broad channel footprint can raise the recurring bill quickly. Text archiving is an additional per-user charge, so firms with extensive personal-device messaging should model that cost separately.

AI Marketing Review starts at $500 a month and is billed starting; it is an add-on, not a lower platform tier. Choose it when pre-distribution language review and decision archiving are central requirements. Teams that only need capture and post hoc supervision can avoid that extra commitment.

Archive Intel has no free plan and no free trial. The service is therefore aimed at organizations ready to fund a production compliance archive rather than teams experimenting at no cost.

Platforms

Archive Intel supports Android, iOS, and web access. That combination fits distributed compliance and employee-device environments, while the broad connector set extends capture beyond the user interface itself. Claude Compliance API, Slant, Zendesk, and Jump are marked as coming soon, so organizations dependent on those systems should not base an immediate rollout on them.

Who it's for

The clearest audience is registered investment advisers, broker-dealers, wealth management firms, and enterprise organizations subject to SEC or FINRA recordkeeping expectations. It is particularly well matched to compliance departments that must supervise many channels, preserve conversations from personal devices, and retrieve records without export charges. A small business with few regulated communications, or a team seeking a free pilot, should look elsewhere because there is no free tier or trial and the pricing stacks by connector and user.

Pros and cons

Pros

  • Regulatory-context analysis: Contextual AI evaluates communications against SEC and FINRA recordkeeping obligations, not just keyword hits.
  • Personal-device controls: Contact-level whitelisting and blacklisting support business texting capture while helping exclude private exchanges.
  • Wide coverage: Connectors include major social, collaboration, email, CRM, and market-communication channels.
  • Operational retrieval: On-demand access and export without retrieval or export fees, plus legal hold and advanced search, support examinations and investigations.
  • Structured oversight: Escalation workflows, random review scheduling, and archived marketing-review decisions support accountable supervision.

Cons

  • Layered recurring cost: Connector, user, and text-archiving charges can become significant for broad deployments.
  • No evaluation tier: There is neither a free plan nor a free trial for low-risk testing.
  • Administrative sensitivity: Personal-message privacy depends on correctly maintained contact rules.
  • Marketing review costs extra: AI Marketing Review starts at $500 per month beyond the platform subscription.

Alternatives

Social Archiver is the better starting point for individuals or small teams wanting a free plan, with 10 successful archives per month and mobile, browser-extension, desktop, and web access. Choose Proofpoint Email DLP and Encryption instead when email data-loss prevention and encryption are the priority. Hadrius Communications is a web-based paid alternative with sales-led pricing.

Jatheon Cloud suits buyers seeking annual per-user pricing, unlimited storage, and no egress fees at exit. Aleph Archives offers self-hosted or web deployment, public Basic and Standard plans, and a free trial. InnoARCHIVE is a paid API and web option. MirrorWeb Insight is a paid web alternative. Orlo is worth considering when sector-tailored pricing and modular social-media management, community voice, and customer-service capabilities matter.

Verdict

Choose Archive Intel if you run a regulated financial or enterprise operation that needs continuous, multi-channel capture, contextual compliance analysis, controlled personal-device texting, and formal human review in one system. Its strongest differentiator is the combination of regulatory-aware AI and practical retrieval controls. Look elsewhere if you need a free evaluation, a simpler single-channel archive, or predictable costs without per-connector and per-user add-ons.

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