Traditional private banking services often lack transparency, accessibility, and personalisation for clients with assets over €100,000, causing dissatisfaction among 6 million French households. 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 to provide superior service through innovative tech tools and diverse investment options.
RockFi, the French fintech transforming private wealth management through its blend of seasoned advisors and cutting-edge technology, has secured a €18 million Series A funding round. Partech led the round, with renewed participation from Varsity (co-founded by Didier Valet, former Deputy CEO of Société Générale) and business angels including Pennylane co-founders Arthur Waller and Félix Blossier.
This funding follows less than a year after an initial €3 million round, which was led by Varsity I and included prominent tech and private management business angels — Antoine Freysz (Kerala), Quentin Nickmans (Hexa), and Alexandre Dalyac (Tractable). The company’s total funding now stands at €21 million, with an undisclosed valuation.
With this new capital, RockFi aims to accelerate growth toward its goal of €1 billion in assets under management by the end of 2026. The company plans to double its engineering team from 12 to monitor, report, and identify tailored investment opportunities for each portfolio.
Redefining wealth management for the digital age
Founded in 2023 by Pierre Marin, Marie Bedu, and Maxime Durand, alongside former private banking directors Stéphane Carles (ex-director of SG Private Banking) and Vincent Pagny (ex-director of HSBC Gestion Privée), RockFi is transforming private wealth management through its network of independent bankers and technology platform.
RockFi’s expansion coincides with significant shifts in the European WealthTech sector. Despite a challenging 2024 funding environment, deal activity down 71% year-over-year, the average deal value reached $19.9 million, reflecting focused investments in promising firms like RockFi.
“We want to breathe new life into private wealth management, enhancing the careers of those who shape it and their client’s assets. This financing will help us scale up to serve our customers better, first in France and later across Europe, as we aim to become a leader in next-generation wealth management,” says Pierre Marin, co-founder and CEO of RockFi.
RockFi is pioneering wealth management with its exclusive, tailored approach that combines human expertise with an innovative digital experience. The platform offers 3,000 financial instruments across all asset classes, emphasising private equity through 30 strategic partnerships with industry leaders like Morgan Stanley, BlackRock, and Goldman Sachs. This comprehensive offering serves 6.2 million French households with assets over €250,000. The company’s new client app, launched in March, provides real-time, detailed portfolio reporting.
Within a year of its launch, RockFi attracted 500 clients and achieved a monthly growth rate of 25%. The company now employs 50 people, including 25 private bankers, across six offices in France: Paris, Lille, Bordeaux, Lyon, Annecy, and Toulon. RockFi plans to recruit 50 private bankers in the coming year and open a new office each month, beginning with Nice, Cannes, Toulouse, Rennes, and Strasbourg. This expansion underscores their commitment to personalised support to regional investors and entrepreneurs.
Behind RockFi : Serving a New Generation of Investors
RockFi’s hybrid model has proven appealing to younger high-net-worth individuals seeking simplicity and transparency through digital tools and human expertise. The company’s proprietary technology platform provides real-time tracking and detailed analytics for global asset reporting.
Additionally, the company offers integrated French and Luxembourg-based life insurance solutions for optimising tax and estate planning. As part of its comprehensive strategy, its wealth engineering service delivers personalised assistance with tax declarations. Through its family office model, RockFi assigns each client a dedicated private advisor who develops comprehensive investment strategies encompassing financial investments, taxation, and estate planning.
RockFi caters to entrepreneurs, senior executives, elite athletes, and artists who require responsive, high-performance wealth management tailored to contemporary needs. These clients appreciate RockFi’s customised approach, which fuses personal expertise with an innovative digital experience.
Accelerating success in private banking
RockFi aims to exceed €1 billion under management by 2026, positioning itself as a key innovator in European wealth management.
“We are delighted to support RockFi in this new phase of its growth. Its model – combining a technological platform with human expertise – addresses a strong demand in the wealth management sector. The traction gained in just a few months shows RockFi’s potential to become a key player in an industry that is about to transform,” said Phillipe Collombel, co-founder and General Partner of Partech.
“Since the beginnings of RockFi, we have been convinced by Pierre and his team’s vision to transform private wealth management. In less than a year, they have executed this vision with remarkable efficiency and tangible results. As early investors, it seemed natural to us to strengthen our support in this Series A to support RockFi in its expansion”, added Didier Valet, co-founder of Varsity.
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