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Everyone's buying AI. Smart firms are hiring it. Subatomic delivers AI Co-Workers trained on your playbooks, working inside your existing systems — handling the operational work so your advisors don't have to.
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Three components. One complete offering. Subatomic IQ unifies your data foundation. AI Co-Workers handle the operational work your team shouldn't be doing. Deep Lens logs every action for a full audit trail. Built for regulated wealth management firms.
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Most AI tools automate on top of disconnected data. We start with the foundation. Subatomic builds your unified data layer first, then deploys AI Co-Workers on top — owned by you, working inside the systems your firm already runs on.
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Everyone's buying AI. Smart firms are hiring it. Subatomic IQ is the data and context infrastructure that makes AI Co-Workers actually work — connecting your CRM, custodian, and planning tools into one unified layer your team can finally trust.
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Your firm runs 10+ systems that don't talk to each other. Subatomic IQ unifies them — semantic memory, cognitive reasoning, and a full audit trail through Deep Lens. AI Co-Workers operate on connected, accurate data instead of the mess underneath.
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Built for regulated environments. Subatomic IQ pairs a unified data layer with human-in-the-loop validation, a knowledge graph trained on your firm's rules, and full execution logging. AI that operates the way compliance teams need it to.
Product Description
About this Product
- Connects CRM, custodian, planning, and docs into one layer
- Structured and unstructured data — built for AI retrieval
- Your firm owns the data — it never leaves your environment
About Subatomic
Subatomic helps wealth management firms grow without adding proportional headcount. Instead of buying more software, RIAs hire AI Co-Workers — team members trained on the firm's own playbooks that handle meeting prep, CRM updates, client follow-up, and cross-portfolio analysis inside the tools the firm already uses. Before automation runs, Subatomic builds a unified data foundation across CRM, custodian, planning, and document systems — one source of truth the firm owns. The result: advisors spend more time with clients, operations teams stop updating data in 10+ systems, and firms break the link between growth and hiring. Proven with Vantage Financial: 8,000 hours saved and $500K+ in operational value in year one. Based in Milwaukee, WI. Learn more at getsubatomic.ai.
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.