Connecticut Wealth Management hires Subatomic for five-year AI build

Connecticut Wealth Management has hired Subatomic in a five-year partnership to build an AI operating system across its technology stack, WealthManagement.com reported. The independent registered investment advisor oversees $5.2 billion in assets under management, 45 advisors and more than 1,300 client families. The first phase is scheduled to go live before the end of 2026.

According to the two firms, the system will sit across CTWM's custodian, portfolio management system, CRM, planning and tax software, meeting notes, phone system, email and documents, creating a unified experience.

Subatomic co-founder and CEO Sam Sova said the build runs on CTWM's own infrastructure. "An important distinction is that we are building this in the client's [CTWM's] infrastructure, helping them future-proof it and be able to continue using their own data, which they continue to own," he said.

An AI Chief of Staff assigns tasks to AI Co-Workers, starting with work around client meetings: preparation, follow-up emails and calls that generate tasks. WealthManagement.com notes that this is overlap territory, the same low-hanging fruit AI notetakers serving the advisor market already address.

Sova said the system runs inside CTWM's security environment with role-based permissions, and that Subatomic's Deep Lens product records every action the AI Co-Workers take, which the firm's staff or auditors can review. Deep Lens also tracks a firm's AI usage from a token and cost perspective.

CTWM's stated aim is capacity rather than headcount reduction, and Kevin C. Leahy said the system will allow the firm to maintain its 35-to-1 client-to-advisor ratio while adding capacity. The firm organizes its advisors in what it calls a diamond team structure, bringing together a managing advisor, financial advisor, analyst and client service professional.