Nortia Invest

What Nortia Invest does

Nortia Invest is a French investment firm (legal entity NELIA Titres S.A.S., operating as Nortia Invest) founded in 2011 and headquartered in Roubaix, operating as a subsidiary of Groupe DLPK. It functions as a B2B2C marketplace platform serving independent wealth management advisors (CGP — Conseillers en Gestion de Patrimoine — and CIF — Conseillers en Investissements Financiers), who in turn serve their individual and corporate end-clients. The company is regulated by the ACPR (authorization number 10383) as an investment firm providing reception and transmission of orders, with additional oversight from the AMF.

Its core product is the N+ (Nortia Plus) extranet platform, which provides account management, order transmission, portfolio tracking, and client dossier management for both physical and legal persons. The platform aggregates 100+ asset management companies behind a unified distribution interface, offers 21 curated SCPI products through the dedicated Nortia Immo sub-brand, and routes all order execution and custody to Crédit Agricole Titres under a partnership established in July 2021. Supporting modules include Patrimonial Engineering, Financial Engineering, a compensation system for simultaneous OPCVM/FIA arbitrage, and a back-office service for compliance and dossier review. The platform connects to major European and American stock exchanges.

Nortia Invest monetizes primarily through transaction fees on order reception/transmission (RTO) and securities account-keeping services (tenue de compte-titres). Pricing is not publicly disclosed and is structured through expert consultation on multi-year contracts. Distribution is exclusively via the CGP/CIF advisor channel — the company does not sell directly to end investors. Marketing is conducted through the corporate website, LinkedIn, a YouTube content series ('L'Observatoire du conseil financier indépendant'), and direct expert contact requests, with the firm emphasizing its independent positioning (no exclusive bank tie) as a key differentiator from tied bancassurer networks.

Name

Nortia Invest

Legal name

NELIA Titres S.A.S.

Website

https://nortiainvest.fr

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Nortia Invest is a French ACPR-regulated investment firm (subsidiary of Groupe DLPK) operating a B2B2C marketplace platform that aggregates 100+ asset managers, 21 SCPI products, and Crédit Agricole Titres custody for independent CGP/CIF wealth advisors and their end-clients.

Ownership category

akta.pro rank

Product category

Wealth Management Platform

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (523940)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Investment Advice (6282)

akta.pro primary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

Keywords

• Wealth management platform
• Order transmission services
• SCPI real estate solutions
• Investment advisory support
• Banking marketplace

Headquarters

HQ city

Roubaix

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Réception et Transmission d'Ordres (RTO): Order reception and transmission services for financial instruments executed on behalf of clients. All orders are transmitted to CA Titres for execution and custody.
2. Tenus de compte-titres: Account keeping services for securities accounts, providing account management and administration.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Nortia Invest is a regulated French investment firm that operates a marketplace platform providing banking and real estate solutions to independent wealth management advisors (CGP/CIF). The platform aggregates over 100 asset management companies, offers 21 curated SCPI products, and provides execution-only order transmission, securities account keeping, patrimonial engineering, and back-office compliance support through its proprietary N+ extranet.

Product overview

Nortia Invest operates as a marketplace platform for CGP/CIF (wealth management) independent advisors, combining a core digital platform (N+) with integrated banking and real estate solutions. The main platform provides account management, order transmission, and compensation services through Crédit Agricole Titres partnership. Banking solutions include Compte-titre, PEA, PEA-PME, and PEA Jeunes accounts with access to 100+ asset management companies. Real estate solutions (Nortia Immo) offer 21 curated SCPI products. Supporting modules include Patrimonial Engineering, Financial Engineering, Back-Office Services, and specialized compensation and order transmission systems, all accessible via the N+ extranet.

Differentiator

Problem solved

Functional benefit

Brands

• Nortia Immo: Brand dedicated to real estate solutions including SCPI (Sociétés Civiles de Placement Immobilier) products.

Products and services

• Plateforme N+ (Nortia Plus) A dedicated extranet platform for CGP/CIF advisors providing real-time access to banking solutions, account management, order transmission, portfolio tracking, and client dossier management for both physical and legal persons.
• Banking Solutions (Compte-titre, PEA, PEA-PME, PEA Jeunes) Dynamic banking solutions including securities accounts, PEA (French equity savings plans), PEA-PME, and PEA Jeunes accounts enabling portfolio management for CGP advisors' clients, with access to 100+ asset management companies.
• Nortia Immo (SCPI Solutions) Real estate investment platform offering access to 21 carefully selected SCPI (Sociétés Civiles de Placement Immobilier) categorized as 'Incontournables' and 'Pépites', with full digital back-office for subscriptions and follow-up.
• Patrimonial Engineering (Ingénierie Patrimoniale) Expert support service for implementing tailored patrimonial and fiscal strategies adapted to clients' needs, including family, legal, and tax environment considerations.
• Financial Engineering (Ingénierie Financière) Expertise and selective access to innovative financial products to support advisors in their asset allocation decisions.
• Back-Office Services Administrative support service centralizing subscription dossiers and follow-up, including analysis and compliance review of client files from regulatory and compliance perspectives.

Quantifiable outcome

• Access to 100+ renowned asset management companies
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• Crédit Agricole Titres (CA Titres)coreTechnology or Integration · 1 July 2021CA Titres serves as the custodian and account keeper for client securities accounts. Nortia Invest transmits all client orders to CA Titres, which provides title conservation, compensation, and account keeping services. This partnership ensures regulatory compliance and secure custody of financial instruments.
• DLPK Group (Groupe DLPK)coreOthersNortia Invest is a subsidiary of the DLPK Group, which is an ecosystem of expertise dedicated to the design, management, and distribution of financial solutions for wealth management professionals. The Group employs 240+ collaborators across Paris and Roubaix.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Meilleurtaux Placement: Meilleurtaux Placement distributes life-insurance wrappers, PEA and other wealth products to French investors through independent advisors; it is comparable as another B2B2C marketplace-style intermediary for the same advisor segment.
• Linxea: Linxea is a French online wealth broker distributing PEA, Assurance Vie and similar financial envelopes via direct and advisor-led channels, operating with comparable brokerage/intermediation economics in the same French retail wealth market.
• Cegema: Cegema is a French wealth-management intermediary serving independent CGPs with financial product distribution and patrimonial services; it overlaps with Nortia's independent-advisor B2B2C model in the same regulatory regime.

Broad incumbents

• Boursorama Banque: Boursorama is the largest French online retail bank/broker (Société Générale subsidiary); it competes for the same end-investor and, increasingly, advisor relationships, but with a B2C-led model and broader banking offering.
• Primonial: Primonial is one of France's largest independent wealth-management and SCPI distributors with a much broader product portfolio; it competes for the same CGP channel and end-client savings wallet, but at significantly larger scale.
• Fortuneo Banque: Fortuneo is a major French online bank and broker offering securities accounts, PEA and Bourse Vie; it overlaps with Nortia's product set at the retail level and competes for advisor-distributed flows.

Regional players

• Sofidy: Sofidy is a France-focused SCPI and real-estate asset manager; it competes with Nortia Immo on SCPI selection and increasingly on the digital distribution side within French advisor networks.
• Perial: Perial is a France-only SCPI management specialist; it overlaps with Nortia Immo's curated SCPI offering and is a competitor and potential partner for distributing real-estate paper through CGP networks.

Others

• Crédit Agricole Titres: Crédit Agricole Titres is Nortia's custodian and execution partner for all client orders; as a major French securities services provider, it is both a critical infrastructure counterparty and an adjacent industry peer in RTO/account-keeping.
• Caceis: Caceis is a leading French custodian, fund administration and execution services provider; it is comparable as the broader securities-services peer that other French investment firms (and potential Nortia competitors) rely on for custody and settlement.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

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

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Invest