Subatomic IQ Is Live — The AI RIAs Actually Asked For
FOR IMMEDIATE RELEASE
Subatomic Launches Subatomic IQ: The AI RIAs Actually Asked For
New cognitive engine connects existing tech stacks into unified data layer, deploys AI Co-Workers that do real work — not just notetaking and copywriting
MILWAUKEE, WI — February 19, 2026 — Subatomic, the AI Co-Worker company, today announced the general availability of Subatomic IQ — a cognitive engine that builds unified data infrastructure for RIAs and deploys AI Co-Workers tailored to each firm's specific operations. Unlike legacy AI software that requires firms to adopt new systems, Subatomic IQ connects existing tech stacks and makes them work together.
Beyond Notetakers and Chatbots
The wealth management industry has been flooded with AI tools that all do the same thing: take notes, summarize documents, generate marketing copy. These point solutions address symptoms, not the underlying problem. Meanwhile, advisors still spend 41% of their time on administrative tasks because the real operational work — the cognitive work that actually runs a firm — remains untouched.
"Smart firms are hiring AI Co-Workers who do real cognitive work: prepping client meetings, coordinating follow-ups, giving practical advice, and being a true collaborative partner. The work that actually runs a firm and unlocks unprecedented growth, not just the work that sounds good in a demo,” said Sam Sova, CEO of Subatomic. "Everyone's buying AI notetakers and copilots. That's not hiring — that's buying legacy AI software."
The Infrastructure Problem
The dirty secret of enterprise AI: it requires both a data foundation and rigorous AI infrastructure that most mid-market firms can't afford. Enterprise data warehouses have traditionally been too costly and time-intensive. And building the cognitive architecture — the memory systems, context management, and AI best practices — requires expertise most firms don't have in-house. MIT research shows 95% of enterprise AI pilots fail to deliver measurable impact — not because the technology doesn't work, but because it isn't connected to the systems where work actually happens.
RIAs operate 10+ disconnected systems — CRM, custodian platforms, planning software, portfolio management, document storage. Data lives in silos. Subatomic IQ builds enterprise-grade data infrastructure at a fraction of traditional cost, making AI that actually works accessible to mid-market firms for the first time.
Infrastructure, Not Platform
Subatomic IQ takes a fundamentally different approach than platform vendors who ask firms to rip out existing systems and adopt new ones. Instead, Subatomic IQ connects existing tech stacks — CRM, custodian, planning tools, documents — into a unified data layer that the firm owns.
Meet Your New Team: AI Co-Workers by Department
Unlike generic AI assistants, Subatomic deploys AI Co-Workers tailored to specific departmental functions — each trained on firm playbooks and connected to the systems where work actually happens. We’ve built over 100+ AI Co-Workers related to multiple functional and technical domains across many industries. Below is a small sample to envision what a Subatomic AI Co-Worker means:
With 100+ AI Co-Worker (agentic) skills ready to deploy, firms get the specific combination of AI Co-Workers that matches their operations — not a one-size-fits-all chatbot.
"The traditional approach to AI in wealth management is backwards," said Karl Simon, CTO of Subatomic. "Vendors only deploy agents that make API calls to disconnected systems, missing an opportunity to unify the view. We build a unified data layer first, then deploy AI Co-Workers powered by our Cognitive Engine — with extended context, memory, and AI best practices built in. That's faster, more reliable, and auditable."
Early Results
Vantage Financial, an early adopter, saved 8,000 hours and unlocked $500K+ in operational value in year one — the equivalent of 4 full-time employees. The firm started with meeting preparation and extended AI Co-Workers across planning, tax, operations and client advice.
"Vantage didn't get 8,000 hours back because AI is magic," said Sova. "They got it because the data foundation actually works, reinforced by the rigor of our Cognitive Engine and memory modules. The AI Co-Workers can see across all their systems instead of being blind to 9 out of 10, and can be trained to do task-oriented work as well as deliver tailored advice, client by client."
Availability
Subatomic IQ is available now. Firms are typically onboarded within 4–8 weeks with no dedicated IT staff required.
Subatomic closed a $7M seed round in October 2025 to scale its AI Co-Worker platform across the wealth management industry.
About Subatomic
Subatomic builds AI Co-Workers for enterprise operations. Unlike traditional AI tools that offer fixed features, Subatomic's IQ platform creates AI team members tailored to each firm's specific workflows and systems. With 100+ agent skills ready to deploy, Deep Lens for full transparency and evaluation and enterprise-grade security, Subatomic transforms AI from a technology purchase into a hiring decision — adding team members who scale without adding headcount. For more information, visit https://www.getsubatomic.ai/wealth-management
Media Contact:
Josh Derouin, CMO
josh@getsubatomic.ai
(414) 315-3242
