RockFi, a fintech company specialising in private wealth management, has raised €18m ($19.45m) in a Series A funding round led by Partech.
The round also saw participation from existing investor Varsity and business angels, including Aurthur Waller and Félix Blosser, co-founders of Pennylane, and Mark Ransford, former managing director of Apax UK.
With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.
The company secured fresh funding less than a year after raising €3m in its initial fundraising round.
Based in France, the fintech was established in 2023 by Pierre Marin, Marie Bedu, and Maxime Durand—alongside former private banking executives such as Stéphane Carles (formerly of SG Private Banking) and Vincent Pagny (formerly of HSBC Gestion Privée).
RockFi aims to transform private wealth management with its technology-driven platform and network of independent private bankers.
The company serves a diverse clientele of entrepreneurs, senior executives, “top” athletes, and artists, offering a blend of human expertise and digital solutions for wealth management.
Marin, who is also the CEO, said: “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.”
RockFi said its family office approach provides clients with dedicated private advisors who craft comprehensive investment strategies covering financial investments, taxation, and estate planning.
The platform offers 3,000 financial instruments across various asset classes, with an emphasis on private equity through partnerships with firms such as Morgan Stanley, BlackRock, and Goldman Sachs.
The fintech’s proprietary technology platform is said to enable clients to access “real-time” asset tracking and analytics.
Less than a year after launching its commercial offering, RockFi claims to have attracted 500 clients, achieving a monthly business growth of over 25%.
The company has expanded its workforce to 50 employees, including 25 private bankers, across six offices in France.
Over the next year, RockFi plans to recruit 50 additional private bankers and open one new office per month in cities such as Nice, Cannes, Toulouse, Rennes, and Strasbourg.
The company also plans to double its team of 12 engineers to enhance its monitoring and reporting capabilities.
As part of the funding, Philippe Collombel, co-founder and general partner at Partech, is joining the board of directors.
Collombel added: “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.”
