RockFi combines human expertise with advanced technology to deliver transparent, personalised wealth management services including banking, life insurance, and pension savings. The platform empowers private managers with tech tools and offers 3,000 financial instruments across all asset classes, emphasising private equity through 30 strategic partnerships with firms such as Morgan Stanley, BlackRock, and Goldman Sachs. RockFi launched a client app in March providing real-time, detailed portfolio reporting; within a year it attracted 500 clients and achieved a 25% monthly growth rate. The company employs 50 people, including 25 private bankers, across six French offices and plans to recruit 50 more private bankers while opening a new office each month beginning with Nice, Cannes, Toulouse, Rennes, and Strasbourg. RockFi targets younger high-net-worth individuals, entrepreneurs, senior executives, elite athletes, and artists with a family-office model assigning each client a dedicated private advisor. It aims to reach €1 billion in assets under management by the end of 2026 and is expanding its engineering and product capabilities to support that growth. RockFi is a Paris-based fintech founded in 2023 that aims to make family-office-level private management accessible to investor clients. Its core product blends human private-banking expertise with a tailored ecosystem of technological tools and investment options to boost manager performance and client service. The company targets investors with assets over €100,000, a segment it estimates includes 6 million French households within a €4.8 trillion market. RockFi uses a transparent fee system and an annual subscription model to deliver objective advice and services such as wealth engineering and taxation. The founding team includes CEO Pierre Marin, CTO Maxime Durand, COO Marie Bedu, and private-banking veterans Stéphane Carles and Vincent Pagny. At the time of the raise RockFi had 15 employees and plans to triple its workforce and expand its network of private bankers across France.

Total raised

$24M

Funding rounds

2

Latest round

Series A

Latest activity

Mar 2025