What Nortia does

Nortia is a French multi-specialist marketplace that connects independent wealth management advisors (Conseillers en Gestion de Patrimoine, or CGPs) with financial product manufacturers across life insurance (assurance-vie), securities accounts (compte-titres and PEA), real estate (SCPI), protection/insurance (prévoyance), and retirement (PER) products. Founded approximately 30 years ago and operating from Roubaix with a Paris office, the company reports 101-250 employees and serves more than 2,700 CGP partners, with a stated mission of providing digital tools and curated product selection to independent advisors rather than distributing directly to end-clients.

The company's core technology is the N+ platform, a Salesforce Experience Cloud-based digital extranet that gives CGPs access to multi-provider product offers, client portfolio reporting, simulations, electronic signature, and back-office workflow tools; this was extended in 2026 by the N+ mobile application (Espace Particulier), which surfaces contract and savings data to end-clients. NORTIA INVEST (the commercial name of NELIA Titres, established 2006) is the ACPR-authorised investment firm under which securities and PEA products are operated, and the group is ORIAS-registered as an insurance broker. The Incubateur by Nortia programme is an onboarding motion aimed at young CGP firms.

Nortia is a wholly-owned subsidiary of Groupe DLPK, an unlisted diversified financial services group, and generated external visibility through a BlackFin Capital Partners funding round in 2018. Revenue mechanics are marketplace-based: the company monetises by intermediating the distribution of financial products between manufacturers and its CGP network. Pricing is not publicly disclosed and the company does not appear in the venture or private funding tape beyond the single BlackFin round. The platform is currently France-only, with no disclosed international expansion, and AI/ML capabilities are not a stated feature of the offering.

Name

Nortia

Legal name

NORTIA

Website

https://nortia.fr

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

Nortia is a French multi-specialist marketplace connecting more than 2,700 independent wealth management advisors (CGPs) with product manufacturers across life insurance, securities accounts, real estate, protection, and retirement solutions via its Salesforce-based N+ digital platform.

Ownership category

akta.pro rank

Product category

Wealth Management Marketplace

NAICS

Portfolio Management and Investment Advice (523940), Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Prime Brokerage & Institutional Trading Services (FSAPADAF)

Keywords

• Wealth management marketplace
• Financial product distribution
• Life insurance brokerage
• Patrimonial advisory platform
• Investment account services

Headquarters

HQ city

Roubaix

HQ country

France

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Product Distribution: Nortia acts as a marketplace intermediary connecting wealth management advisers with insurance, investment, and real estate product providers. The company generates revenue by facilitating transactions and distributing financial products through its network of partner advisers.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Nortia operates a multi-specialist marketplace platform that distributes patrimonial financial solutions (life insurance, securities accounts, PEA, real estate/SCPI, prévoyance, retirement) to independent wealth management advisers (CGPs) and, through them, to individual clients in France. The N+ digital workspace, combined with expert financial and patrimonial engineering services, enables advisers to manage client portfolios, simulations, contracts, and operations in a single integrated environment.

Product overview

Nortia is a multi-specialist marketplace platform for wealth management advisors (CGPs) operating in France, serving both professional advisors and their individual clients (particuliers). The core platform, N+ (Espace Personnel), is a Salesforce-based digital extranet enabling CGPs to manage client contracts, portfolios, documents, and subscription workflows. The platform's product range spans five main sub-brands — Nortia Life (assurance-vie), Nortia Invest (NORTIA INVEST / NELIA Titres for compte-titres & PEA), Nortia Immobilier (real estate and SCPI), Nortia Protect (prévoyance), and Retraite (PER) — all distributed through the partner CGP network. In 2026, Nortia launched the N+ mobile application (Espace Particulier) extending the platform to end clients, and operates a CGP Locator geolocation service to connect users with advisors. Nortia also offers an Incubateur programme for young CGP firms. The company has been operating for 30 years and is part of the DLPK group.

Differentiator

Problem solved

Functional benefit

Brands

• Nortia-Life: Life insurance solutions brand within the Nortia marketplace offering.
• Nortia-Invest
• Nortia-Immo
• Nortia-Protect
• Nortia-Retraite
• N+ (Espace Personnel)

Products and services

• N+ Platform (Espace Personnel) A secure Salesforce Experience Cloud-based digital extranet for wealth management advisers (CGP) to manage client portfolios, contracts, documents, simulations, subscription workflows, and remuneration planning.
• N+ Mobile Application (Espace Particulier) Mobile application extending the N+ platform to end clients, enabling real-time contract consultation, savings tracking, automated notifications, document updates, and centralised access to personal financial information.
• CGP Locator (Trouvez le CGP)

Quantifiable outcome

• 2,700+ independent wealth advisers use the platform for client management and product distribution
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Financial Product Manufacturers (Insurers, Asset Managers)coreChannel Partner/ Reseller/ DistributorNortia partners with multiple insurance companies, asset management firms, and real estate investment companies that provide financial products distributed through the CGP network. Products include life insurance, real estate investments (SCPI), structured products, and retirement solutions.
• Guardian Capital / GuardCap Asset ManagementminorChannel Partner/ Reseller/ DistributorGuardCap Asset Management, a London-based equity boutique acquired by Desjardins Group in March 2026, partners with Nortia to distribute investment strategies through the CGP network. The GuardCap Global Equity fund is featured in Nortia's expert analysis publications.
• Triodos Investment ManagementminorChannel Partner/ Reseller/ DistributorTriodos IM partners with Nortia to distribute the Triodos Future Generations fund (Article 9 SFDR, ISR label) which focuses on social impact investing through small and mid-cap companies contributing to children's wellbeing globally.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Primonial: Major French wealth management platform offering life insurance, securities, and real estate solutions distributed through partner advisers, directly comparable to Nortia's multi-specialist marketplace model.
• Meeschaert: Independent French private wealth management firm distributing patrimonial solutions including life insurance and securities accounts, operating in the same adviser-served wealth distribution market as Nortia.
• Linxea: French online distributor of life insurance (assurance-vie) and securities accounts (PEA, compte-titres), competing for the same independent wealth adviser and direct retail clients as Nortia.
• Harvest: French software and services provider for wealth management professionals, offering digital tools and product distribution infrastructure overlapping with Nortia's N+ platform proposition.
• Netinvestissement: French wealth advisory and patrimonial solution distributor working with independent advisers, comparable in customer segment and product breadth to Nortia.

Emerging players

• Yomoni: French robo-advisor offering managed securities and life insurance portfolios online, representing a digital-native alternative that partially overlaps with Nortia's investment and assurance-vie offerings.
• Nalo: French digital wealth management platform offering automated life insurance and investment solutions, an emerging alternative in the same retail wealth distribution category as Nortia.

Broad incumbents

• SwissLife Banque Privée: Established French private bank offering wealth management, life insurance, and investment solutions through advisers, a broader incumbent competitor in the same French wealth distribution space.
• Natixis Wealth Management: Wealth management arm of Natixis offering life insurance, structured products, and asset management distribution in France, an established incumbent with overlapping product and adviser channels.
• Boursorama Banque: Large French online bank offering securities accounts (PEA, compte-titres), life insurance, and brokerage services, competing with Nortia's retail-facing investment product lines at scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCRwW1aE-jUDHV63nY2KlAeQ
• LinkedInlinkedin.com/company/nortia

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries5 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nortia