ZAI Technologies LLC
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 342129
- Registered since
- May 12, 2026
- Fee structure
- Subscription Fees, Fixed Fees
- Services
- Financial PlanningPublication of Periodicals
Firm profile
FINTRXOverview
ZAI Technologies LLC is a limited liability company that registered with the SEC in 2026 as a newly formed investment adviser. The firm’s stated advisory activities center on financial planning and the publication of periodicals or newsletters, indicating a mix of client-facing planning work and content-driven insight or thought leadership. ZAI Technologies uses a subscription- and fixed-fee billing model rather than asset-based fees. The adviser is not set up as a capital allocator and is not identified as an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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
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