Company profile: Nortia
1.1 - Company Overview
Company description
- Provider of financial solutions in life insurance, capitalization, and securities accounts, delivered via a distribution platform for 500+ independent financial advisors serving 30,000+ mass affluent clients. Offers life insurance, wealth and financial engineering, securities accounts & PEA, real estate investments (SCPI), and providence solutions to protect family and business interests.
Products and services
- Assurance-vie (Life Insurance): Nortia engineers life insurance products that help clients manage and grow wealth through personalized strategies, advisor-led via a distribution platform serving 500+ independent financial advisors
- Compte-titres & PEA (Securities Accounts & PEA): Nortia delivers dynamic banking components including securities accounts and PEA to manage client portfolios, platform-based for independent advisor distribution to mass affluent end-customers (30,000+)
- Ingénierie Patrimoniale (Wealth Engineering): Nortia architects tailored wealth management strategies to meet specific client needs for mass affluent individuals, custom-engineered for independent financial advisors through its dedicated distribution platform.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Nortia
Restore Rehabilitation
HQ: United States
Website
- Description: Provider of case management solutions and workers' compensation plans, including fixed-cost HERO Catastrophic Outcome Plans, Surgical Implant Cost Management using proprietary software and expert teams, Vocational Case Management, Care at Home services, and a Post-Acute Care Network to reduce costs and improve recovery outcomes.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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TD Insurance
HQ: Canada
Website
- Description: Provider of home, auto, and life insurance, travel medical insurance, and credit protection.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full TD Insurance company profile →
Pure Insurance
HQ: United States
Website
- Description: Provider of personal insurance for financially successful families, including coverage for high-value homes; luxury vehicles, golf carts, and other personal vehicles; jewelry, art, and collections; personal excess liability; fraud and cyber protection; and watercraft. Shares pricing and management information and issues an annual report.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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View full Pure Insurance company profile →
Chaucer Group
HQ: United Kingdom
Website
- Description: Provider of insurance, reinsurance, and claims management services supporting business activities worldwide. Works with brokers, coverholders, and clients through Lloyd’s and Chaucer’s company markets, offering proactive claims handling and expertise to protect and support businesses.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full Chaucer Group company profile →
New India Assurance
HQ: India
Website
- Description: Provider of general insurance solutions in India, offering health, motor, property, fire, marine and other coverages, plus PMFBY crop insurance and Overseas Mediclaim. Wholly Government of India owned and based in Mumbai, the company has multi-channel distribution and market leadership across general insurance segments in India except crop insurance.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full New India Assurance company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Nortia
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Nortia
2.2 - Growth funds investing in similar companies to Nortia
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4 - Top valuation comps for Nortia
4.2 - Public trading comparable groups for Nortia
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