Registered Investment Advisor Podcast
May 27, 2026 · 14 min · 12 segments
AI is not just another tool for advisors to buy. It may be the next coworker helping firms grow, serve clients, and reclaim capacity. In this episode of The Registered Investment Advisor Podcast…
Sam SovaGuest
Seth GreenHost
Today, I have the good fortune to be with Sam Sova, co-founder and CEO of Subatomic, which does some really cool stuff we're about to hear about in terms of AI coworkers for RIAs and wealth management firms with workflow native agents, unified data, capacity gains, all kinds of cool stuff.
Yeah, so, so my co-founder and I, we both spent over 20 years, uh, in enterprises, and I think the commonality we found is that even within large organizations, we were trying to find how do you solve problems and how do you do it with a mix of human, humans and technology, right? All the way from big data to mobile, to dig- digital transformation and so on.
And, um, we found ourselves both doing our own things, I think, later in our careers, and, uh, me on the consulting side, him on the implementation side, and we just found this common problem early on in AI, we think like 2023 into '24, where it was being looked at still as, like, how do you solve this as software? And we, we have a very different, um, thesis around where this, where this evolves and, and how to tackle it, and that's how we really started.
Today, I have the good fortune to be with Sam Sova, co-founder and CEO of Subatomic, which does some really cool stuff we're about to hear about in terms of AI coworkers for RIAs and wealth management firms with workflow native agents, unified data, capacity gains, all kinds of cool stuff.
Yeah, so, so my co-founder and I, we both spent over 20 years, uh, in enterprises, and I think the commonality we found is that even within large organizations, we were trying to find how do you solve problems and how do you do it with a mix of human, humans and technology, right? All the way from big data to mobile, to dig- digital transformation and so on.
And, um, we found ourselves both doing our own things, I think, later in our careers, and, uh, me on the consulting side, him on the implementation side, and we just found this common problem early on in AI, we think like 2023 into '24, where it was being looked at still as, like, how do you solve this as software? And we, we have a very different, um, thesis around where this, where this evolves and, and how to tackle it, and that's how we really started.
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