RockFi Raises €18M in Series A Funding and Launches its Dedicated Client Platform

Paris, March 24, 2025 – Less than a year after an initial fundraising round of €3 million, RockFi, the French fintech aiming to revolutionize private wealth management through its combination of seasoned advisors and cutting-edge technology, has announced a Series A funding round of €18 million, led by Partech, with renewed participation from Varsity and several business angels, including Arthur Waller and Félix Blossier, both co-founders of Pennylane. This new capital will allow RockFi to accelerate its growth and achieve its goal of €1 billion in assets under management by the end of 2026.

Founded in 2023 by Pierre Marin, Marie Bedu, and Maxime Durand, in association with former private banking directors including Stéphane Carles (ex-director of SG Private Banking) and Vincent Pagny (ex-director of HSBC Gestion Privée), RockFi is a French fintech redefining private wealth management through its network of independent private bankers and its technology platform.

The Rockfi Experience: An Exclusive Approach Serving a New Generation of Investors

RockFi serves a clientele of entrepreneurs, senior executives, top athletes, and artists seeking high-performance, responsive wealth management tailored to modern needs. These investors favor a tailor-made approach where human expertise is combined with a reimagined digital experience for greater simplicity and transparency.

RockFi distinguishes itself through its family office approach, providing each client with a dedicated private advisor capable of building a comprehensive investment strategy encompassing financial investments, taxation, and estate planning.

Its premium offering includes 3,000 financial instruments across all asset classes, with a strong focus on private equity through 30 established partnerships with prestigious firms such as Morgan Stanley, BlackRock, and Goldman Sachs.

Thanks to its proprietary technology platform, RockFi provides clients with a global reporting of their assets, featuring real-time tracking and in-depth analytics.

Exceptional Growth and Confirmed Traction

Less than a year after launching its commercial offering, RockFi has already attracted 500 clients, driving a monthly business growth of over 25%. At the same time, its workforce has expanded rapidly, reaching 50 employees, including 25 private bankers, distributed across six offices in France (Paris, Lille, Bordeaux, Lyon, Annecy, and Toulon).

This remarkable traction illustrates the pertinence of RockFi’s model, which combines top-tier human expertise in wealth management with the power of technology to offer a premium and accessible service.

“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”, says Pierre Marin, co-founder and CEO of RockFi.

Over the next 12 months, RockFi plans to recruit 50 additional private bankers and open one new office per month, starting with Nice, Cannes, Toulouse, Rennes, and Strasbourg. This territorial expansion aligns with the company’s commitment to providing closer and more tailored support to regional investors and entrepreneurs.

Top-Tier Investors to Support RockFi

This Series A round brings RockFi top-tier financial partners. Partech is joining the capital of the company by leading the round; on this occasion, Philippe Collombel, co-founder and General Partner at Partech, is joining the RockFi board of directors. Varsity, the fund co-founded by Didier Valet (former Deputy CEO of Société Générale) which had already led RockFi’s seed round in 2024, has reinforced its commitment by making a significant reinvestment. RockFi also counted on the support of strategic business angels such as Aurthur Waller and Félix Blosser (co-founders of Pennylane) and Mark Ransford (former Managing Director of Apax UK).

“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.

An Innovative Technological Wealth Management Offering

The funds raised will allow RockFi to continue innovating and expanding its service offerings. In March, the fintech launched a dedicated client app, which provides each client with a comprehensive and detailed report of their entire financial portfolio in real time.

RockFi relies on a team of 12 engineers, which it plans to double this year, to monitor, report, and identify investment opportunities tailored to each portfolio.

In addition, RockFi integrates both French and Luxembourg-based life insurance solutions to optimize the tax and estate planning strategies of its high-net-worth clients. It also offers a wealth engineering service including personalized tax declaration assistance, offering clients a unique and comprehensive approach in the market.

About RockFi

A French Fintech created in 2023, RockFi is redefining Private Wealth Management through its network of independent financial advisors and the technological development of its back- and middle-office. This unique combination of human expertise and advanced technology allows RockFi to offer its clients more than 3,000 high performing and intuitive investment solutions, developed in partnership with prestigious financial experts such as BlackRock, Morgan Stanley and Generali to respond to the needs of 6.2 million French households with assets over €250,000. With an ambition to surpass €1 billion under management by 2026, RockFi aims to establish itself as a key player in the transformation of wealth management in France and Europe.

RockFi is registered in ORIAS under the number 23004556 as an insurance broker and investment advisor. RockFi is under the control of the Prudential Supervision and Resolution Authority (ACPR) and of the Financial Markets Authority (AMF). RockFi is a member of Anacofi (reference number E010552). For more information, visit www.rockfi.fr

Media Contact:

Image Sept
Juliette Mouraret & Roxane Planas
06 81 67 38 80 / 06 37 05 84 42
rockfi@image7.fr

About Partech

Partech is a global tech investment firm headquartered in Paris, with offices in Berlin, Dakar, Dubai, Nairobi, and San Francisco. Partech brings together capital, operational experience, and strategic support to back entrepreneurs from seed to growth stage. Born in San Francisco 40 years ago, today Partech manages €2.5B AUM and a current portfolio of 220 companies, spread across 40 countries and 4 continents.

Media Contact
Isabelle Tresson
itresson@partechpartners.com
+33 7 86 08 85 85

About Varsity

Varsity is a seed-stage venture capital firm which partners with Europe's most innovative tech entrepreneurs, drawing inspiration from the NBA draft in its unique approach to scouting and nurturing startup talent. With a €150 million fund, our mission is to identify and invest in 30 future pioneers across deep tech, finance, healthcare, software, and climate, poised for exponential growth and global impact. https://www.varsity.vc/