Paris-based fintech company RockFi has raised €18 million in a Series A funding round led by Partech. The investment comes at a time when digital wealth management is gaining traction, as clients seek more transparent and personalized financial solutions. RockFi, which integrates technology with human expertise, aims to scale its operations significantly in the coming years. The company offers tailored investment strategies and financial planning services, targeting high-net-worth individuals across France.
A previous funding round in 2023 secured €3 million, led by Varsity I, which helped the company refine its services and expand its workforce. With the latest investment, RockFi plans to accelerate its expansion strategy, including hiring more professionals and opening new offices. The combination of digital tools and experienced advisors is a model that several fintech firms have adopted in the wealth management sector. However, RockFi’s focus on a dedicated advisory service differentiates it from competitors.
How Will the Funding Be Used?
RockFi intends to use the investment to achieve €1 billion in assets under management by 2026. A key focus will be on expanding its team, with plans to double its engineering staff and recruit 50 private bankers within the next 12 months. The company also aims to open one new office per month, starting in cities like Nice, Cannes, and Toulouse.
In March, RockFi introduced a new app that provides clients with real-time financial portfolio updates. Additionally, the company offers life insurance solutions from France and Luxembourg to assist high-net-worth individuals with tax and estate planning. It also provides wealth engineering services, including personalized tax declaration support.
What Sets RockFi Apart in Wealth Management?
RockFi was founded in 2023 by Pierre Marin, Marie Bedu, and Maxime Durand, in collaboration with former private banking executives. The company integrates a network of private bankers with technology-driven financial management tools. Partnerships with firms like BlackRock, Morgan Stanley, and Generali allow it to offer over 3,000 investment solutions.
The company serves entrepreneurs, senior executives, athletes, and artists looking for a personalized approach to wealth management. Its model prioritizes transparency and simplicity, offering clients a dedicated private advisor who tailors investment strategies to individual needs. This approach has led to rapid client acquisition, with 500 customers joining in under a year.
RockFi currently operates across six cities in France—Paris, Lille, Bordeaux, Lyon, Annecy, and Toulon. Its regulatory compliance includes registration with ORIAS as an insurance broker and financial investment advisor, under the supervision of the ACPR and the AMF. The company is also a member of Anacofi.
“We want to breathe new life into private wealth management, to the careers of those who shape it and the assets of their clients. This financing will enable us to scale up to serve our customers even better, in France and eventually across Europe, with the ambition of rapidly establishing ourselves among the leaders of next-generation wealth management,” said Pierre Marin, co-founder and CEO of RockFi.
As RockFi expands, its ability to balance digital tools with human expertise will determine its competitiveness in the wealth management industry. The company’s growth strategy indicates a push toward a more structured and scalable operation, aiming to reach a broader client base. Unlike fully automated wealth management platforms, RockFi emphasizes direct customer engagement through private advisors, which could appeal to clients who prefer a personalized financial strategy.
