ZAI Technologies LLC

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Thousand Oaks, California
CRD number
342129
Registered since
May 12, 2026
Fee structure
Fixed Fees
Services
Financial PlanningPublication of Periodicals

Firm profile

FINTRX

Overview

ZAI Technologies LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2026). FINTRX classifies the firm as an independent registered investment adviser that serves individual and family clients. The firm’s stated advisory activities emphasize financial planning and the publication of periodicals or newsletters rather than traditional portfolio management. Compensation is structured as fixed fees. The FINTRX profile flags several service and operating characteristics: ZAI Technologies is not listed as a capital allocator, it does not report active ESG investing, it is not a multi-state adviser, and it is not identified as a pension consultant or a related adviser. Ownership is recorded as a combination of a domestic entity and an individual.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Alona Sudorzhenko

    Alona Sudorzhenko

    FounderCRD 8180131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth