Shows
The Customer Wins[AI Series] Revolutionizing Compliance With AI With Larry ShumbresLarry Shumbres is the Founder and CEO of Archive Intel, an AI-powered compliance solution designed to streamline the archiving of electronic communications for financial institutions. Under his leadership, Archive Intel secured $1.5 million in seed funding to enhance its AI-driven compliance solutions. Larry is a seasoned fintech entrepreneur with over 20 years of experience in the financial technology sector, having held positions at leading firms such as Charles Schwab, Morningstar, and New York Life Investments. He founded and successfully exited Totum Risk, a pioneering risk tolerance platform acquired by TIFIN Wealth in 2020. In this episode… Legacy compliance soft...2025-04-2135 min
The Seed Investor Daily BriefLarry Shumbres' AI archiving startup raises $1.5m in seed round - CitywireIn this episode, Michelle begins with an introduction and dives into today's top Seed funding stories. The highlight is Archive Intel, which has successfully raised $1.5 million in Seed funding. Michelle provides insights into the significance of this funding round and its potential impact on the company's growth trajectory. The episode wraps up with closing remarks and a reminder for listeners to follow the podcast for ongoing updates on emerging startups and funding developments.
(0:00) Introduction and today's top funding stories
(0:21) Archive Intel raises $1.5 million in Seed funding
(1:38) Closing remarks and follow reminder
2025-01-1302 min
Fintech ImpactArchive Intel with Larry Shumbres | E338In this episode, we dive deep into the world of compliance and archiving with Larry Shumbres, CEO, and founder of Archive Intel. Archive Intel leverages AI to revolutionize the way businesses handle compliance, offering a singular platform to manage and mitigate risks effectively. We explore the challenges and opportunities in the sector, the role of AI in compliance, and how Archive Intel is setting new standards for efficiency and user experience.Episode Highlights:00:10 - Introduction to the podcast. Jason Pereira, the host, welcomes listeners to the show and introduces Larry Shumbres, CEO, and founder of...2024-08-2724 min
Gaining PerspectiveHow to Create a Winning Advice ExperienceAccording to a recent J.D. Power study, fewer than 15% of clients say their advisor provides an ideal advice experience; and yet many advisors likely suffer from Dunning Kruger cognitive bias, where they think they are among that 15% when for the majority, that’s impossible. Why is financial advice in such a state? Because, despite their best efforts, financial advisors aren’t hitting the core attributes of comprehensive advice. To solve this, Practice Intel, a new firm led by Dr. Preston Cherry, Tom Rieman, Larry Shumbres, and Nick Gudz, among others, has launched. Combining practice-level insigh...2023-12-1440 min
My Worst Investment Ever PodcastLarry Shumbres – Invest in What You Know and Is RegulatedBIO: As an accomplished entrepreneur and respected leader in the fintech industry, Larry Shumbres’s mission is to continuously enhance the investing experience for both advisers and investors through innovative technology.STORY: Larry tried to create a hedge fund, 50% tied to digital gold and 50% tied to the top five cryptocurrencies but faced so many setbacks in the process. He spent too much time and money on this venture, which never paid off.LEARNING: Don’t try to build an investment product around an unregulated industry. Don’t invest in what you don’t know. “...2023-04-2018 min
The Ben Keady ShowEp 19 - Larry Shumbres @ PresultsLarry is the CEO at Presults, a financial services data archiving solution, and also has extensive experience in financial services and technology.2023-03-3145 min
The Advisor Lab by CIONShifting to a Proactive Mindset When it Comes to Client CommunicationsIn this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted to pick Larry’s brain on how advisors can continue to stay proactive with clients while maintaining clarity and cohsiveness internally and with their compliance partners.2022-05-1126 min.jpg)
Permission To Succeed PodcastEpisode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry ShumbresRecorded live at IMPACT® 2019, this episode of Permission to Succeed features Doug Heikkinen and Larry Shumbres, CEO of Totum Risk, discussing the evolution of FinTech, the role data plays in helping Advisors plan for their clients’ financial wellness throughout their lifecycle, and the highs and lows of being an entrepreneur in this industry. In … Continue reading Episode 27 – Leveraging FinTech to Help Clients Manage Financial Wellness – with Larry Shumbres →2019-12-0420 min
Office Evolution RadioLarry Shumbres with Totum RiskLarry Shumbres is the CEO of Totum Risk. He brings over 20 years of fintech experience working for companies such as NYLife, IBM, Charles Schwab, and Morningstar. Larry's a financial tech innovator and disruptor with a mission to help investors and advisors appropriatly invest their hard earned assets to meet their financial goals. Follow Larry [...]2019-02-2223 min