Nortia Invest

Nortia Invest is a financial solutions platform and a subsidiary of Groupe DLPK, serving independent wealth management advisers (CGPs). It brings together banking and real estate solutions designed to help advisers meet the needs of their clients and support a new generation of savers. Its offering includes banking and property-related solutions, with services for insurance, securities accounts and SCPI investments accessible through its dedicated N+ extranet.

The company also supports advisers throughout their client relationships. Its wealth engineering team helps develop tailored wealth and tax strategies, while its financial engineering specialists provide expertise and a carefully selected range of innovative financial products to inform portfolio allocations. A back-office service assists with reviewing and completing client files, including regulatory and compliance requirements. Nortia Invest describes its independence as a basis for selecting its partners and solutions. It also shares insights on the independent financial advice sector through its Observatoire publications, where experts discuss market developments and adviser activity.