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About us

Who We Are We are a fintech startup registered in Paris, Île-de-France, the financial heart of Europe. Our location provides:

✔ Reliability & Prestige – Operating within a stable and trusted jurisdiction.
✔ Access to the European Financial Market – Seamless integration with global financial systems.
✔ Cutting-Edge Technology – Secure, innovative, and user-friendly solutions.

Our Core Values
✅ Transparency – Clear terms and fair partnerships.

✅ Global Reach – Expanding opportunities worldwide.

✅ Innovation – Continuous technological advancement.

Our mission

We make an Accessible and Convenient entry into the World of Investment.

Why choose us

Work with world-class experts. Consulting people to grow their business in our company.

Our promise

Our primary goal is preservation of capital (avoiding permanent loss of capital).

What we do

We manage assets for average investors, executives, and business owners.

Our company mission

We make an accessible and convenient entry into the world of investment.
Absolute freedom to do business anytime and anywhere in the world.
At LORTERA World Investment Solutions, we believe that a client is long-term success is directly related to the quality of their advisor.
As an independent Registered Investment Advisor firm, we are legal fiduciaries, sworn to put our clients interests first and operate with complete transparency.
We charge set fees rather than sales commissions, which eliminates the conflicts of interest that plague the industry.
The result is objective, unbiased advice that serves a single purpose: helping you to achieve your goals in the most efficient, effective, and economical manner possible.

Why choose us

Today is complex and changing economic landscape can make reaching your financial goals a challenge.
At LORTERA World Investment Solutions, our knowledgeable and trustworthy advisors can show you the path forward, with a strategy custom- designed for you.
Our distinctive approach to financial planning and investment management combines a comprehensive, "big picture" perspective with an unwavering attention to detail.
We bring visionary thinking, diligent planning, and direct accountability to every client relationship.
As a LORTERA World Investment Solutions client, you can expect objective, proactive guidance that is tailored to your unique situation and needs whether you are an individual, a business owner, or a retirement plan fiduciary.

Our promise

Promises and guarantees are questionable, especially related to investment services.
Performance cannot be guaranteed, although some firms or "products" promise safety, most investors understand there is an element of risk associated with everything in life, including investing. But, we can guarantee quality service, honesty, and a disciplined patient approach to investing.
We screen all our clients and ask them to screen us, because selecting a wealth or asset manager is a significant decision.
In the first 12 months, if a client decides LORTERA is not a good fit, we will refund 100% of the management fees and offer to help you find another advisor.

What we do

Clients objectives can rarely be met by investing in a single asset class.
Instead, a portfolio that actively invests across multiple asset classes has more sources of potential return, can better adapt to changing market conditions and can diversify portfolio risk for a better overall experience.
LORTERA World Investment Solutions experts are supported around the world, maintaining deep and continuous insight into equities, fixed income, real estate and alternatives.
Our collaborative team ethos ensures insight is fully and effectively shared so we can create outcome-focused portfolios comprising the most compelling opportunities we can find across markets and asset classes.

Problem

A New Generation of International Neobank Earn with us, sell financial products, and build your business worldwide. What We Offer We are revolutionizing the fintech industry with a unique referral-based system. Our platform turns clients into partners, enabling them to earn by selling financial products, build long-term business relationships, and receive passive income. Start Your Business Today!
A LOW LEVEL OF FINANCIAL LITERACY is observed across all generations worldwide from the silent generation to Gen Z.
NO EASY WAY TO EXIST to navigate through stocks, bonds and cash investment without a solid financial background.

With LORTERA World Investment Solutions, everyone can capitalize on investments that deliver a stable return. Our experienced leadership team knows how to find and build wealth, and has a record of exceptional results. We have made private equity investments more accessible. And We Are Just Getting Started.

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Investment Management



Professional portfolio management provides the core of your investments with ongoing monitoring and rebalancing to help achieve your goals. Experienced team looking after your investments and making day-to-day decisions. Regular portfolio rebalancing, income re-investment and capital gains optimization.

Outstanding Client Experience



Portfolio construction tools and seamless administration, whether online or via our client service team, remove the customary burdens of setting up and maintaining accounts. Review, analyze and update your portfolios with instant access 24/7 to a wealth of information including performance, allocations and scenario analyses.

Financial Planning



Customize your cashflows to meet each of your goals. Talk to our qualified advisers to discuss your financial affairs as and when you need to. Plan for each of your financial goals using our intuitive online tools or by working with our qualified advisers. Our tool set is your turn-key solution. Handle your deals from initial sign-up to refinancing and performance tracking.

Our achievements

How we came to exist
As in any organization, we need to excel and deliver on their missions requires effective leaders with clear visions and energy to drive strategies to achieve set goals.
PARTNERSHIP PROGRAMS ESTABLISHED
Ensuring an effective FDI facilitation service is a role LORTERA World Investment Solutions cannot do alone. This led to the introduction and establishment of partnership programs between independent Associates and private average investors.

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1140

Our Happy Clients

43

Countries

150

Our Successful Associates

17

Countries

Portfolio Analyst

Help

Net Asset Value

 

This panel displays a bar chart summarizing performance across multiple financial accounts. The summary includes your LORTERA WORLD INVESTMENT SOLUTIONS account and all held-away investment, checking, savings, annuity incentive plan or credit card accounts you have linked with PortfolioAnalyst.

A summary of your current NAV for all accounts linked with PortfolioAnalyst appears above the bar chart along with your portfolio’s money-weighted or time-weighted return.

External accounts are grouped and color coded by account type: Brokers (Investment Accounts), Banks (Savings, Checking, etc.), Credit Cards, Other Assets and Other Liabilities.

Functionality:

  • Displays the NAV for all linked account types for the analysis period. The default analysis period is 30 days.
  • Beginning Value, Ending Value, and Change in NAV (dependent on the analysis period selected) by consolidated account type.

Click this button to review external accounts that are excluded from the bar chart. An account may be excluded because data is not currently available. Reasons for exclusions typically include issues with your login credentials (password changes, multi-factor authentication, etc.) and updates to the account’s user agreement.

For more information, see the PortfolioAnalyst Users' Guide.

 

IMPORTANT NOTE: This portfolio analysis was generated using LORTERA WORLD INVESTMENT SOLUTIONS' PortfolioAnalyst tool, which allows LORTERA WORLD INVESTMENT SOLUTIONS clients to generate analyses of their accounts using market data provided by third parties along with trade and account data contained in LORTERA WORLD INVESTMENT SOLUTIONS' systems. This analysis is for informational purposes only and is provided AS IS. LORTERA WORLD INVESTMENT SOLUTIONS makes no warranty of any kind, express or implied, as to this report analysis and its contents. The data provided for use in this Portfolio Analysis is believed to be accurate but completeness and accuracy of the information is not guaranteed, and LORTERA WORLD INVESTMENT SOLUTIONS has no liability with respect there to. The data regarding accounts held outside of LORTERA WORLD INVESTMENT SOLUTIONS is obtained either directly from you or from the financial institutions holding those accounts through a third-party service provider and LORTERA WORLD INVESTMENT SOLUTIONS has not reviewed its accuracy. The data used for Fund Parser is received from a third-party source and is updated at the end of each month or quarter depending on the security.

This material in this analysis is intended only as a reference and should not be relied upon for the maintenance of your books and records for tax, accounting, financial, or regulatory reporting or for any other purposes. This analysis is not an offer or a solicitation of an offer to buy or sell any security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

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Our investment approach

LORTERA’s goal is to provide clients with attractive, long-term, risk-adjusted returns by following a fundamental, bottom-up investment approach.
We are patient, benchmark agnostic investors who think probabilistically to better manage risk. We view the highly collaborative nature of our research team as a clear competitive advantage-it strengthens our investment perspective by allowing us to freely share and challenge ideas. In-house management for all major investment strategies enables us to provide Balanced or Specialty portfolio management to a broad range of mandates.

When investing, visibility is key.

Start your own Business, today! Get in touch with us to start earning a bigger slice of the pie.

Simple pricing plans

LORTERA World Investment Solutions was developed to improve team collaboration and communication while enabling users to focus on goals.
Register as an Associate and use LORTERA World Investment Solutions to manage your customer relationships and sales.
LORTERA business account is available based on a flexible pricing policy that will accommodate any budget size.

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AGENT

$ FREE

No monthly ROYALTY

SMS Notifications

Agent Commissions

Push Notifications

Support 24/7

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STARTER

$150

One-time fee + ROYALTY monthly

Business Account

Limited Function

Limited Commission

Unlimited All Device

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PRO

$250

One-time fee + ROYALTY monthly

Single Business Center

Full Function

Limited Commission

CRM

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Most Popular

PREMIUM

$750

One-time fee + ROYALTY monthly

Triple Business Center

Full Function

Double Commission

CRM

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The LORTERA World Investment Solutions Difference

Entrepreneurship

One of the many ways that LORTERA World Investment Solutions is different is our entrepreneurial spirit. We are always looking for new opportunities and innovative ways to build wealth for our clients.

Hard Work

We take a hands-on approach to our investments, taking the time to do our homework, and fully understand everything about our assets and the markets in which they are located.

Dedication

Every member of our team is dedicated to achieving excellence in everything we do. From the smallest details to major investments, we are true professionals.

Collaboration

We are stronger together, regularly sharing our years of experience and range of knowledge in a team environment in order to achieve better results for our clients.

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Business Opportunity

Everything we do is driven by a simple goal: to deliver the best investment results possible for every single one of our clients.

LORTERA World Investment Solutions represents a one of-a-kind opportunity. If you are interested in joining supportive, values-driven company, we invite you to consider a career with us. LORTERA World Investment Solutions employees are making a difference in lives all over the world. We could make a difference in yours, too.
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Flexible business approach

In today is fast-paced, rapidly changing, globally diverse business environment, flexibility is an absolute necessity.

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What we stand for

"LORTERA World Investment Solutions' vision includes helping people have their own business.

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Best opportunity

We are quite proud to be a direct selling company And seek to affirm personal worth, empower success and reward downright great work.

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Easy to do

We moving very fast in the right direction.

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Contact

We would love to hear from you so don't be shy

Headquarters

LORTERA SAS FRANCE Kbis 931 916 712
📍 Address: 31 Rue Hoche, 93420 Villepinte, Île-de-France
Have Questions?
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E-mail

support@lortera.com
📞 Phone: +33 748 34 33 32

Office hours

Monday - Friday 10:00 - 17:00 GMT

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