June 18, 2026
Wealth Management

AI Coworkers in Wealth Management


Sam Sova, CEO & Co-Founder of Subatomic, explores the concept of AI coworkers—AI agents trained on a firm’s workflows, data, and best practices to function as organizational hires rather than just tech tools. Before deploying agentic AI, firms must understand what data it accesses, how outputs are generated, and how to track and optimize token-related costs. 

Sova argues that firms should avoid dependence on a single large language model by adopting an LLM-agnostic approach to balance outcome quality and cost. Successful AI deployment depends on foundational data work, including normalizing structured and unstructured sources so systems correctly reconcile client identities. He emphasizes treating AI as an organizational hiring decision that requires proper monitoring, cost management, and data architecture—not just a tech stack addition.





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