What Nextia does

Nextia is a privately held Brazilian enterprise technology company founded in 2008 and headquartered in São Paulo that operates a proprietary modular platform for the launch and operationalization of affinity products. The company enables large enterprises with substantial customer databases—retail networks, financial institutions, and utility companies in Brazil and internationally—to distribute and administer non-core offerings such as insurance (multiple branches), 24-hour assistance, health and dental plans, consortia, capitalization, private pension, streaming, and online courses through their existing customer relationships.

The platform is internally developed and deployable in cloud, on-premises, or colocation environments, and is built on a SQL Server database with parametrizable modules covering quotation, contract/proposal issuance, recurring billing across payment methods, compensation and incentive management, campaign management (retention, upgrade, cross-sell, loyalty), and integrated workflow that routes and resolves the majority of consumer journey requests automatically. It integrates with client CRM, Finance, and BigData systems, exposes customizable APIs, mobile applications, and websites for digital acquisition, and offers predictive consumer scoring tied to analytics pipelines. A multi-language interface supports international operations, and ISO/IEC 27001 certification covers information security management for the affinity processing line of business.

Nextia monetizes through enterprise contracts with custom pricing tied to deployment type, integration scope, user count, and product volume, with multi-year contractual cadence. It administers approximately 70 distinct products and operates a partner program that recruits product and service providers onto its enterprise distribution network. The company is structured as a closed capital corporation (sociedade anônima de capital fechado) and is a portfolio company of Unipartners, a holding company focused on investments where information technology is a competitive differentiator.

Name

Nextia

Legal name

Nextia

Website

https://nextia.com.br

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Affinity Product Distribution Software

NAICS

Software Publishers (5132), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Data App Builders (Forms, Portals & Internal Tools) (HDAEAKAK)

akta.pro secondary industries

Industry-Specific Low-Code Platforms (Vertical App Platforms) (HDAEAKAL), Managed Application Platforms (App PaaS & Runtime Services) (HDABAAAD)

Keywords

• Affinity product platform
• Insurance distribution software
• Modular enterprise platform
• Workflow automation software
• Customer database monetization

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Affinity Platform & Services: Nextia operates an affinity business model, enabling product and service providers to launch and operationalize products through their proprietary platform. Revenue is generated through managed services, platform licensing, and operational support for insurance, assistance, health plans, and other affinity products.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Nextia provides a proprietary modular platform (cloud, on-premises, or colocation) that enables large enterprises to launch, operationalize, distribute, and administer affinity products such as insurance, assistance programs, health and dental plans, capitalization, and other subscription-based offerings to their existing customer databases. The platform covers the full product lifecycle — quotation, contract issuance, recurring billing, compensation management, campaigns, and benefit delivery — supported by an integrated workflow engine and integrations with clients' CRM, Finance, and BigData systems.

Product overview

Nextia offers a unified modular platform for affinity product launch and operationalization. The core Nextia Solution Platform provides quotation, contract issuance, recurring billing, compensation management, campaign management, and integrated workflow modules. The platform connects to client CRM, Financial, and BigData systems, and offers customizable digital channels (APPs, Sites, APIs) for product distribution. The company processes approximately 70 distinct affinity products including insurance, assistance services, health/dental plans, capitalization, and streaming services.

Differentiator

Problem solved

Functional benefit

Products and services

• Nextia Solution Platform A modular cloud/on-premises/colocation platform that enables large enterprises to launch, operationalize, distribute, and administer affinity products (insurance, assistance, health/dental plans, capitalization, etc.) across their customer databases. Supports quotation, contract issuance, recurring billing, compensation management, campaign management, integrated workflow, and digital acquisition via customizable APIs, apps, and websites.
• Affinity Products Portfolio (administered products) A portfolio of approximately 70 administered affinity products spanning insurance (multiple branches), 24-hour assistance, health and dental plans, consortiums, capitalization, private pension, streaming services, and online courses — operated on behalf of and through Nextia's enterprise clients' customer bases.

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability1 record

Feature5 records

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Pipefy: Brazilian low-code workflow and process automation platform serving enterprise customers across Latin America. Comparable as a direct peer in providing customizable, modular workflow and form-based applications for enterprise customers in Brazil.
• Appian: Low-code process automation platform widely deployed in insurance, financial services, and government. Comparable in offering modular, customizable workflow and case management for regulated product lifecycle and customer service processes similar to Nextia's modules.
• Pegasystems: Global BPM and low-code workflow automation platform used by financial services and insurance firms. Directly comparable to Nextia's integrated workflow engine and CRM/BigData-integrated customer journey automation for affinity and insurance product distribution.

Broad incumbents

• Salesforce: Global CRM leader with Financial Services Cloud and industry-specific workflows. Comparable as a broad incumbent competing for the same enterprise CRM-integrated affinity product distribution use cases that Nextia targets in Brazil and Latin America.
• Duck Creek Technologies: Cloud-based core insurance platform for quote, policy, billing, and claims. Comparable as an incumbent in the insurance product operationalization space, competing for the same large insurance carriers that could otherwise route affinity product distribution through Nextia.
• TOTVS: Brazil's largest enterprise software company, offering ERP, CRM, and financial services platforms. Comparable as a broad incumbent serving the same Brazilian enterprise base with overlapping capabilities in product, billing, and customer lifecycle management that can subsume affinity product functionality.
• Oracle Insurance: Oracle's industry-specific insurance suite covering policy administration, billing, and claims. Comparable as a broad incumbent competing for the same insurance and financial services operational workloads that Nextia addresses for affinity product distribution.
• Guidewire Software: Leading core systems platform for property & casualty insurers. Comparable as a broad incumbent in the insurance product lifecycle (quote, issue, bill, claims) — overlapping significantly with Nextia's insurance product operationalization modules at global enterprise insurers.

Emerging players

• TIBCO: Enterprise integration, BPM, and analytics platform with deep use in financial services. Comparable as an emerging player offering workflow, integration, and event-processing capabilities that overlap with Nextia's CRM/Finance/BigData integration and workflow modules.
• OutSystems: Enterprise low-code application platform used by financial services and insurance firms. Comparable as an emerging player offering customizable apps, portals, and internal tools similar to Nextia's digital channels (APP, Sites, APIs) for product acquisition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/nextia-solu-es-em-fideliza-o

Compliance1 record

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 Nextia