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Connecticut Wealth Management hires Subatomic for five-year AI build

The $5.2 billion RIA expects a first phase before the end of 2026 and says the system is intended to help maintain its 35-to-1 client-to-advisor ratio.

By The Advisor's Note desk2 sources12 min read

Connecticut Wealth Management, a $5.2 billion RIA, has hired Subatomic for a five-year artificial intelligence build, with the first phase expected to go live before the end of 2026.

Connecticut Wealth Management says the system is intended to help maintain its 35-to-1 client-to-advisor ratio. That gives the five-year build a measurable outcome: whether the firm can maintain the ratio as its book grows.

Reported by The Advisor's Note desk from Wealth Advisor Daily coverage and WealthManagement.com. Published . Corrections

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Connecticut Wealth Management hires Subatomic for five-year AI build — Private Wealth Daily