@nortia.fr
Nortia est une marketplace multi-spécialistes de solutions patrimoniales innovantes au service des CGP depuis 30 ans.
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About
Description
Nortia is a brand that specializes in providing tailored solutions for wealth management advisors to meet tomorrow's requirements. With over 30 years of experience, Nortia is a multi-specialist marketplace offering innovative wealth solutions for CGPs (Conseillers en Gestion de Patrimoine). Their comprehensive range of products and services includes life insurance, securities accounts, real estate, retirement plans, and more.
Nortia's team of experts are renowned for their quality and responsiveness, ensuring that CGPs receive the support they need. They offer a range of services, including personalized wealth strategies, expert financial engineering, commercial relationship management, and back-office support. Nortia understands the unique needs of CGPs and is dedicated to providing a human-centered approach, accompanied by digitalization and electronic signature capabilities to streamline operations.
With Nortia, CGPs can expect a trusted partner that is committed to their success, with a philosophy of continuous improvement and a focus on delivering the support they deserve
Company Type
Self-Employed
Company Size
201-500
Year Founded
1994
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