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Zai Technologies LLC

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 342129
Website talktozai.com
Client types

Overview

Zai Technologies LLC (also known as ZAI) is an independent, internet-based registered investment adviser headquartered in Thousand Oaks, California. Approved by the SEC in May 2026 and operating as a wholly owned subsidiary of Federated Unified Worker Network Inc., the firm delivers automated, digital-first financial guidance through its proprietary platform, TalkToZAI.com. ZAI provides non-discretionary portfolio recommendations, asset allocation guidance, and financial planning tools focused on retirement, debt management, and education funding. By maintaining no account minimums and operating entirely online, the firm seeks to make investment guidance more accessible to retail investors. Its portfolio recommendations emphasize globally diversified allocations using ETFs, mutual funds, and individual equities, while clients retain full control and custody of their assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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