At a glance
- The system will sit across CTWM's custodian, portfolio management system, CRM, planning and tax software, meeting notes, phone system, email and documents, the firms say, creating a unified experience.
- The independent RIA reports $5.2 billion in assets under management, 45 advisors and more than 1,300 client families.
- An AI Chief of Staff assigns tasks to AI Co-Workers, with CTWM staff supervising, according to the two firms.
Connecticut Wealth Management has hired Subatomic in a five-year partnership to build an AI operating system that will deploy AI Co-Workers supervised by the firm's staff. The system will sit across CTWM's custodian, portfolio management system, CRM, planning and tax software, meeting notes, phone system, email and documents, the firms say, creating a unified experience.
A first phase of the build is scheduled to go live before the end of 2026. The independent RIA reports $5.2 billion in assets under management, 45 advisors and more than 1,300 client families.
Co-Workers with a human in the loop
An AI Chief of Staff assigns tasks to AI Co-Workers, with CTWM staff supervising, according to the two firms. The initial focus is work around client meetings: preparation, follow-up emails and calls that generate tasks — what WealthManagement.com calls the low-hanging fruit many AI notetakers serving the advisor market already tackle.
Kevin C. Leahy, CTWM's founder, president and CEO, said the system will let the firm hold its 35-to-1 client-to-advisor ratio while adding capacity for its team. The firm's advisor model, which it calls a diamond team structure, pairs a managing advisor, a financial advisor, an analyst and a client service professional.
Sam Sova, Subatomic's co-founder and CEO, said the operating system runs inside CTWM's security environment with role-based permissions and is built in the firm's infrastructure, so CTWM keeps using data it continues to own. Subatomic's Deep Lens product records every action the AI Co-Workers take, letting the firm's staff or auditors review it, and tracks a firm's AI usage from a token and cost perspective.
The distinction Sova draws is between hiring AI and buying it. Off-the-shelf tools generally arrive as a subscription the vendor hosts and updates; this is a five-year build that sits inside CTWM's environment. That trades a vendor's roadmap for custody of the firm's own data — a bet whose price the coverage does not put a number on.
Sova said the co-workers amount to “an alternate labor force” that will become a natural extension of existing human teammates. He added, “They had the foresight to hire AI when everyone else in wealth management seems to be buying AI.”
Reported by the RIA desk from WealthManagement.com. Published . Updated Oct 27, 2026 · 10:24 a.m. ET. Corrections