The WealthStack Podcast: Are You Hiring AI or Just Buying Tools? with Subatomic’s Sam Sova
Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better workflows. Helpful? Yes. Transformational? Not even close.
In this episode of The WealthStack Podcast, Shannon Rosic sits down with Subatomic CEO Sam Sova to unpack the much bigger shift happening beneath the surface: AI that doesn’t just assist advisors, but actually works alongside them.
He explains why the industry is still stuck in a “1995 internet moment,” what it really means to move from AI tools to AI coworkers, and how leading RIAs are already using agentic AI to orchestrate workflows, unlock growth and fundamentally rethink how their firms operate.
Key takeaways:
- Why most AI in wealth management today is just incremental improvement, not transformation
- The difference between AI tools and true agentic AI coworkers
- How AI orchestration creates a single, intelligent view of the client
- What “hiring AI” looks like inside a modern RIA
- Why operational efficiency is just the starting point and growth is the real unlock
Resources:
- Listen to WealthStack on Wealth Management
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with Sam Sova:
About Our Guest:
Sam Sova is the Co-Founder and CEO of Subatomic, where he focuses on helping wealth management firms rethink how they operate through AI-driven systems. With over two decades of experience inside large organizations such as Fiserv, TIAA, AT&T, and Johnson Controls, he has led transformation efforts centered on solving complex operational challenges. Today, he brings that background into the evolving AI space, working with firms to move beyond traditional tools and adopt AI coworkers that can streamline workflows, unify data, and support more meaningful client engagement.
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