ZAI Technologies LLC
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 342129
- Registered since
- May 12, 2026
- Website
- www.talktozai.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPublication of Periodicals
Firm profile
FINTRXOverview
ZAI Technologies LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration recorded in 2026) and identifies its client base as individuals and families. Ownership is listed as a mix of a domestic entity and an individual, and the firm operates on a fixed-fee pricing model rather than percentage-based asset fees. Its stated advisory activities focus on financial planning services and the publication of periodicals or newsletters, which suggests the business emphasizes advice and content distribution alongside client planning work. The firm does not identify as a capital allocator and does not list ESG investing as an active focus.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Alona Sudorzhenko
FounderCRD 8180131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Thousand Oaks, CA
Ventura
Location
Thousand Oaks, CA
Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 1547 Warwick Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Hillcrest Financial Group
RIAThousand Oaks, CA
Gold Coast Securities, Inc.
RIAThousand Oaks, CA
De Groote Financial Group, LLC
RIAThousand Oaks, CA
Buff Your Finances
RIAThousand Oaks, CA
Strategic Financial
RIAThousand Oaks, CA
Align Investment Advisors, LLC
RIAThousand Oaks, CA