Archive intel @archive_intel
AI-powered recordkeeping and compliance, capturing emails, iMessage - text messages, social media, websites, and more. #regtech #compliance #SEC archiveintel.com United States Joined November 2023-
Tweets86
-
Followers61
-
Following212
-
Likes67
Archive Intel, Zocks pair up to tackle AI notetaker compliance gap investmentnews.com/fintech/archiv…
0
0
0
37
0
View Details
Archive Intel, Zocks pair up to tackle AI notetaker compliance gap investmentnews.com/fintech/archiv…
Still Carrying Two Phones? Text Supervision Shouldn’t Be This Hard youtu.be/AdwbxXAidYs?si… via @YouTube
Archive Intel Adds @Microsoft365 Dynamics 365 as Integration Partner, Enabling Automatic Contact Whitelisting for MS Ecosystem Users finance.yahoo.com/news/archive-i…
Webinar with Archive Intel: Compliance Reimagined: Turning Regulatory Requirements into Competitive Advantage theoasisgrp.com/webinar/webina…
Archive intel retweeted
Join John O’Connell of The Oasis Group & Larry Shumbres of @aiArchiveIntel for a practical conversation on how modern #wealthmanagement firms are using #AI, LLMs, data lakes, and agents to turn compliance from burden to business enabler. Register here: register.gotowebinar.com/register/27073…
@Fintech_Global’s RegTech 100 list recognizes leading fintech companies that make regulation and compliance easier — and this year, Archive Intel has made the list! 🎉 It’s an honor to be recognized among industry-leading innovators. See the full list: hubs.li/Q03XH5Ns0
Compliance can be complex. Archive Intel helps your firm navigate with ease. The platform is compliance, uncomplicated. Learn more at hubs.li/Q03WHZWC0
Read our latest blog for more insight on how to mind the gap at your firm: archiveintel.com/thought-leader…
Watch your step. Off-channel risk is easy to miss. Archive Intel captures business texting on personal phones without extra devices or apps. Book a demo today. hubs.li/Q03WvcX20
Evaluating a new compliance tech vendor? Before you sign anything, make sure you’re asking the right questions. We’ve compiled a checklist of 13 key questions to help compliance officers assess platform fit, regulatory alignment, and long-term risk. hubs.li/Q03V5sD00
Missed our demo at Advise AI? We have you covered. This demo covers how Archive Intel: 👉 Schedules random reviews to meet SEC guidelines 👉 Escalates high-risk client communications for compliance review 👉 Reduces false flags by 99% via contextual AI hubs.li/Q03TS8th0
With @SIFMA formally urging @SECGov to update Rules 17a-4 and 204-2, the conversation around what firms should retain is gaining momentum. We break down what’s in the proposal, what’s at stake, and what questions compliance leaders should be asking. 🔍 hubs.li/Q03SWx5q0
Second phones are a pain. Manual uploads are a risk. Most text archiving solutions disrupt workflows and miss key conversations. Built for compliance. Designed for real-world use. ✔️ Works across iPhone, Android, WhatsApp ✔️ No second phone or invasive apps ✔️ $35/user/month
The only thing spookier than a haunted house? Getting an audit request… and realizing your data lives in five places with six surprise fees. Archive Intel offers one platform for all channels, with zero hidden fees. Because your compliance process shouldn’t give you nightmares.
Advise AI brought together advisors and industry leaders to explore the role of AI in wealth management. Our CEO took the stage and shared how Archive Intel combines the worlds of artificial intelligence and compliance.
Bridget Willard @BridgetMWillard
22K Followers 19K Following I help SaaS companies communicate clearly, build trust, and grow through strategic content marketing. Speaker & podcast guest.
Dr. Shawn Bostic @DrShawnBostic
98 Followers 575 Following Helping broker-dealers & investment advisers strengthen compliance programs, prepare for regulatory scrutiny & make the judgment calls rulebooks don’t answer.
Cary Green @carypetergreen
67 Followers 108 Following Financial Planner | Chief Executive Officer | Co-Founder @greenerafin | Tweets ≠ Advice.
Gary Benitt @garybenitt
2K Followers 858 Following Managing Partner @ Social Leverage, Serial Entrepreneur, Husband & Father
🌟 Latina Amy @amybliss9047kk
20 Followers 1K Following this is your thrust 🍒 watch my main: @amyblissxo
Richy Online @Richy_Online
715 Followers 742 Following Founder & Director at Ocean Red Partners. Be Bold. Be Great. Be the best version of yourself!
Dan Averbukh @DanAverbukh
100 Followers 119 Following Devil's advocate. Co-founder @validityBase. Working to make data, computing and digital communication more trustworthy.
Matteo Hoch @MatteoHoch
241 Followers 2K Following Posting about tech, taxes, and financial planning. Founder @FinPodsAI.
Shannon Rosic @ShannonRosic
1K Followers 3K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
Ohamqaw @Ohamqaw297
39 Followers 2K Following
FedWatchPro🇺🇸 @Ykorluc4293
63 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
John Clair @Mr_JPC
345 Followers 2K Following
HFT_Insider🇺🇸 @Avuapui7547981
56 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
David Clarke CITP FBC... @1DavidClarke
95K Followers 86K Following 🚀 Audit-ready SaaS & fintech. Strong cyber, data & AI governance. Enterprise wins without expensive teams.
Oda Kuhn @OdaKuhn87739
20 Followers 2K Following
Evan Rapoport @evanrapp
839 Followers 838 Following Venture Partner @socialleverage Founder and board member, @smartxadvisory, CEO HedgeCo Ventures @hedge_funds
Clirspsyd @ClirspsydCkyJv
43 Followers 4K Following
Wroysmew @WroysmewB7JC
45 Followers 4K Following
Jodi Shumbres @JodiShumbres
27 Followers 234 Following Empathetically navigating the patient journey both personally and professionally #menshealth #sexualmedicine #urology #vatersydrome #aerodigestive
GemmaSamson @IsK2odZj86fH729
67 Followers 7K Following
Sharesl @ShareslkEbv
36 Followers 4K Following
Social Leverage @SocialLeverage
5K Followers 368 Following Seed VC. Fintech & vertical AI. 150+ companies since 2009. Newsletter → https://t.co/jarUfmyzTb
Arpan Punyani @arpanpunyani
1K Followers 6K Following Co-Founder + GP @garudavc, pre-seed/seed focused. Early @okta. Nerd at heart. Dad and Husband.
SophiaJohn @6s9v5kIDwp5YNGA
60 Followers 7K Following
ますもとおとは @masumotoot99636
69 Followers 7K Following
Tothon @Tothon_oR
70 Followers 7K Following
🛫 April Rudin 🌏 @TheRudinGroup
23K Followers 20K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Karin Karin @prinslookarin99
8 Followers 190 Following
Nturrore @NturrorezPgM
37 Followers 4K Following
CrystalHill @hW10k73D7quX4K
85 Followers 7K Following
NoraAbraham @PhNk1f9S1qNC7
60 Followers 7K Following
QueenaPullan @8lmyG14f3R1Wm
68 Followers 7K Following
Caublert @CaublertcVi8zF
32 Followers 3K Following
Tasue @Tasue6dCK
70 Followers 7K Following
TammySassoon @Gg97VOLVMb7dH
22 Followers 2K Following
Taylor Henderson @hendersonjr0925
9 Followers 52 Following
Matt Ober @obermattj
2K Followers 1K Following GP @SocialLeverage, Previously @Thirdpointllc, WorldQuant & @Bloomberg.
FinStrat Management @finstratmgmt
703 Followers 3K Following FSM provides accounting, finance, and reporting services for early-stage companies and the investors who back them.
UnaLancelot @5seK72F5MNpifjv
66 Followers 7K Following
Laura Kennedy @LauraKenne96256
9 Followers 372 Following
Amanda Rios @AmandaRios52045
8 Followers 465 Following
Claude @claudeai
2.0M Followers 2 Following Claude is an AI assistant built by @anthropicai to be safe, accurate, and secure. Talk to Claude on https://t.co/ZhTwG8d1e5 or download the app.
Investopedia @Investopedia
202K Followers 490 Following Helping people understand money and make better financial decisions. Value Add by Investopedia on Substack The Investopedia Express LIVE Mondays @ 10am ET
Agree.com @AgreeHQ
3K Followers 87 Following The fastest path from contract-to-cash that connects contracts, invoices, payments, and billing; all-in-one.
The Compound @TheCompoundNews
55K Followers 0 Following Finance - Investing - Trading - Economy - Tech - Media https://t.co/yzwRchxJna
Shannon Rosic @ShannonRosic
1K Followers 3K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
David Clarke CITP FBC... @1DavidClarke
95K Followers 86K Following 🚀 Audit-ready SaaS & fintech. Strong cyber, data & AI governance. Enterprise wins without expensive teams.
Yahoo Finance @YahooFinance
2.1M Followers 359 Following The world’s biggest business news platform: https://t.co/EhQ75nXob3 Get the free Yahoo Finance app & subscribe to our morning newsletter, the Morning Brief ⬇️
Craig Cintron @CraigCintron
319 Followers 689 Following Husband, Dad, son and brother. NY sports fan, Lego builder, wine tester and FinTech fanatic. Tweets are my own.
Samantha Russell 👩... @SamanthaTwenty
15K Followers 472 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Ben Carlson @awealthofcs
395K Followers 689 Following Trying to bring some common sense to the world of finance. NEW BOOK: https://t.co/R9CBu4QfjK
Jamie Hopkins @RetirementRisks
13K Followers 1K Following Head of Wealth @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Stephanie Bogan @Steph_Bogan
3K Followers 429 Following Life-a-Holic | Strategy, Scaling + High Performance Business Coach to FinServ Founders & Advisors | Chief Mama Bear | CEO, Chief Possibility Officer
Travis Gatzemeier, CF... @T_Gatzemeier
13K Followers 778 Following Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Nick Gertsema @ngertsema
1K Followers 597 Following CFP®, ChFC®, CEPA®, RICP®, AIF®, Husband, Father, CEO, Wealth Advisor, Z-Man enthusiast. #fintwit
Taylor Schulte, CFP® @DefineFinancial
7K Followers 944 Following Define Financial • @Investopedia Top 5 Advisor • Co-Founder @TheAdvisorGC • Stay Wealthy Retirement Podcast
Torie Happe @TorieHappe
1K Followers 794 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Nicole Casperson @nicolecasperson
7K Followers 2K Following Founder & CEO Fintech Is Femme Media ✍🏽 Podcast Host🎙️ Opinions @Forbes, Global Speaker, Professor, AAPI 🇵🇭 Debut Book: Fintech Feminists coming fall 2024!
Barron's @barronsonline
408K Followers 36 Following The world's premier investing publication since 1921. For customer support, visit https://t.co/HkyUtq6BNr
Christine Benz @christine_benz
37K Followers 965 Following Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." https://t.co/keI2Q2bpla
Driehaus Capital Mana... @DriehausCapital
36K Followers 175 Following Driehaus Capital Management LLC is an independent boutique investment adviser managing active equity and alternative investment strategies.
Thornburg Investment ... @ThornburgFunds
16K Followers 553 Following Social Media Guidelines: https://t.co/VIJ1tpnOt8
Bob Veres @BobVeres
11K Followers 643 Following Publisher of the Inside Information service for financial planners, thought leader in the financial planning community.
Tyrone V. Ross Jr. @TR401
22K Followers 2K Following CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
Wealth Access @ASmarterLook
2K Followers 496 Following Wealth Access is a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences.
Altruist @altruist
5K Followers 106 Following For RIAs who want better outcomes, lower fees, and more time to do the real work of helping clients. Altruist Financial LLC, Member FINRA/SIPC
Caleb Brown @NewPlnrRec
3K Followers 319 Following Native Texan, CFP®, recruiter and consultant placing tomorrow’s new financial planners within today’s financial planning firms nationwide
Holistiplan @Holistiplan
2K Followers 109 Following Holistiplan is an end to end tax planning tool for financial advisors. Founded by @Roger_S_Pine and @kevin_lozer
Ryan Detrick, CMT @RyanDetrick
226K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
Cathy Curtis @cathycurtis
11K Followers 7K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Philipp Hecker @PhilippHecker
204 Followers 211 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
MarketCounsel @MarketCounsel
2K Followers 237 Following MarketCounsel Inside Information Feed. Food for clients, industry press, trusted partners and others that really dig us. By the way, the feeling is mutual.
Ram Ahluwalia CFA, Lu... @ramahluwalia
51K Followers 12K Following Non-Consensus Investing. Founder of @lumidawealth. agentic wealth mgmt Markets & philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Helen Yang, CFA @AndesWealth
837 Followers 324 Following FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader.
Optima Asset Manageme... @OptimaAssetMgt
146 Followers 182 Following Fiduciary-only, boutique wealth management firm, partnering with families to ensure smart decisions about their wealth
eMoney Advisor @eMoneyAdvisor
14K Followers 6K Following eMoney is the leading provider of technology solutions and services that help people talk about money.
Mammoth Technology @mammothfintech
21 Followers 67 Following Mammoth’s platform breaks down the barriers that prevent potential limited partners from investing in opportunities aligned with their unique investment thesis.
Mammoth @mammoth_vc
129 Followers 105 Following We partner with Series A and beyond health science, life science, biotech and fintech companies.
Jud Mackrill 🏴�... @JudMackrill
5K Followers 2K Following CEO @milemarkerco / GP @mammoth_vc / Partner @kimmackrill
Justin Wayne @JustinAWayne
428 Followers 532 Following Head of partnerships and integrations at @sscadvent / Black Diamond.
🛫 April Rudin 🌏 @TheRudinGroup
23K Followers 20K Following Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
Bill Winterberg, CFP�... @BillWinterberg
22K Followers 10K Following You can find me over on LinkedIn and also on the 🦋 site
Suzanne Siracuse @suzsiracuse
3K Followers 689 Following Financial Services Industry Consultant, Creator of The Big Reveal Podcast and Former CEO and Publisher of Investmentnews, lover of animals and the Beatles!
Mike Betz 🐾🤓 @MikeBetzCFP
518 Followers 514 Following Collector of experiences. Lover of dogs. Hard-wired curious. Opinions my own. Retweets ≠ endorsements ✌🏼💚🐾🌮 he/him
Nitrogen @NitrogenWealth
9K Followers 325 Following The growth platform for wealth management firms. Makers of Riskalyze. Helping financial advisors empower the world to invest fearlessly since 2011.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
iCapital @icapitalnetwork
4K Followers 145 Following Helping Financial Professionals implement and manage alternative strategies for growth.Trends for United States
You might like
Elon Musk
@elonmusk
241.5M Followers
Barack Obama
@BarackObama
118.8M Followers
Cristiano Ronaldo
@Cristiano
114.5M Followers
Donald J. Trump
@realDonaldTrump
111.8M Followers
Rihanna
@rihanna
98.7M Followers
NASA
@NASA
92.3M Followers
Justin Bieber
@justinbieber
91.8M Followers
Taylor Swift
@taylorswift13
84.0M Followers
Lady Gaga
@ladygaga
75.5M Followers
Virat Kohli
@imVkohli
73.5M Followers
Kim Kardashian
@KimKardashian
70.9M Followers
YouTube
@YouTube
68.8M Followers
Neymar Jr
@neymarjr
66.5M Followers
Bill Gates
@BillGates
65.3M Followers
Selena Gomez
@selenagomez
63.1M Followers
CNN
@CNN
61.7M Followers
X
@X
60.7M Followers
CNN Breaking News
@cnnbrk
60.0M Followers
PMO India
@PMOIndia
58.4M Followers
LeBron James
@KingJames
55.4M Followers