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§ Private Profile · Paris, France
RockFi is a technology company.
RockFi is a modern family office that aims to revolutionize private wealth management by combining the expertise of former private bank executives with cutting-edge technology.
RockFi has raised $25.2M across 3 funding rounds.
RockFi has raised $25.2M in total across 3 funding rounds.
RockFi has raised $25.2M across 3 funding rounds. Most recently, it raised $19.0M Series A in March 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Mar 1, 2025 | $19M Series A | Partech Ventures | Battery Ventures, Double Prime LLP, Frst, Nokia Growth Partners | Announced |
| Apr 23, 2024 | $3.2M Venture Round | Varsity Capital | — | Announced |
| Apr 1, 2024 | $3M Seed | — | Double Prime LLP, EFounders, Partech Ventures, Alexandre Dalyac, Didier Valet | Announced |
RockFi has raised $25.2M in total across 3 funding rounds.
RockFi's investors include Partech Ventures, Battery Ventures, Double Prime LLP, Frst, Nokia Growth Partners, Varsity Capital, eFounders, Alexandre Dalyac, Didier Valet.
RockFi is a Paris-based fintech startup founded in 2023 that provides private wealth management and financial advisory services through a technology platform combining human expertise with digital tools.[1][2][3] It offers personalized services like life insurance, retirement savings, securities accounts, private equity, and real-time portfolio tracking via a client app, targeting French households with assets over €250,000 (around 6.2 million potential clients).[1][2][3][5] RockFi serves entrepreneurs, executives, athletes, and artists with a family office model, emphasizing transparent fees, tax planning, and access to 3,000 financial instruments through partnerships with Morgan Stanley, BlackRock, and Goldman Sachs.[2][3][4] Since launch, it has secured 500 clients, 25% monthly growth, €22.72M in funding (including a €18M Series A led by Partech), and operates with 50 employees across six French offices, aiming for €1B in assets under management by end-2026.[1][2][3][4]
RockFi was founded in 2023 by Pierre Marin (CEO, ex-McKinsey), Marie Bedu (COO, ex-Beanstock Operations Director), and Maxime Durand (CTO, early Qonto developer), alongside private banking veterans Stéphane Carles (ex-Société Générale Private Banking Director) and Vincent Pagny (ex-HSBC Gestion Privée Director).[2][3][4][5] The idea emerged to modernize private wealth management, disillusioned by traditional banks' lack of transparency and tech, targeting 6 million French households with €100K+ assets in a €4.8T market without a dominant tech player.[5][6] Early traction included a €3M pre-launch round in April 2024 from Varsity and Pennylane founders, followed by commercial launch, rapid client acquisition (500 in a year), and a €18M Series A in early 2025 led by Partech, fueling expansion.[2][3][4][5]
RockFi rides the fintech wave transforming wealth management, blending AI-driven analytics with human advisors to address demands for transparency and personalization in a €4.8T European market ripe for disruption.[2][5] Timing aligns with post-2020 digital acceleration in private banking, where traditional players lag in tech, enabling RockFi's 25% monthly growth and €1B AUM target by 2026 amid regulatory pushes for better reporting.[2][3][4] Favorable forces include France's 6.2M high-net-worth households seeking alternatives to opaque banks, plus partnerships amplifying private equity access during a boom in alternative investments.[1][2][5] RockFi influences the ecosystem by empowering independent bankers, scaling regional presence, and setting a model for "next-gen" wealth tech, potentially expanding Europe-wide.[3][4][7]
RockFi's momentum—500 clients, aggressive hiring, and tech upgrades—positions it to hit €1B AUM by 2026 through French dominance then European push, leveraging its co-founder expertise and Partech backing.[2][3][4] Trends like AI-enhanced personalization, private equity growth, and regulatory transparency will propel it, though competition from incumbents and economic volatility pose risks. Its influence may evolve from regional innovator to pan-European leader, redefining private banking by prioritizing human-tech synergy for ambitious investors. This blend echoes its founding mission: rebuilding wealth management around informed clients and empowered advisors.[5][6]