ZAI

Owners

Goods & Services

Operating on-line marketplaces featuring investment products and services of third-party financial advisors

Development, updating and maintenance of software and database systems; Providing temporary use of non-downloadable cloud-based software for financial information management; Providing temporary use of online non-downloadable simulation software for modeling financial planning; Providing temporary use of on-line non-downloadable software and applications using artificial intelligence (AI) for financial planning and analysis

Downloadable mobile applications for financial planning and wealth management; Downloadable database management software for financial advisors; Downloadable software for financial education, planning, advice and goal tracking

Investment management; Financial advisory services rendered using artificial intelligence (AI); Financial planning and investment advisory services