RockFi, a French fintech pioneering private wealth management, has secured €18 million in Series A funding to accelerate growth and expand its market presence.
Information on the Target
RockFi, founded in 2023 by Pierre Marin, Marie Bedu, and Maxime Durand, aims to transform private wealth management in France. The company integrates experienced private banking professionals with advanced technology to provide personalized financial services through a network of independent private bankers. RockFi serves a clientele that includes entrepreneurs, senior executives, top athletes, and artists, all of whom seek a responsive and sophisticated approach to wealth management aimed at modern investor needs.
RockFi's core offering includes over 3,000 financial instruments, with a notable emphasis on private equity through partnerships with reputable firms such as Morgan Stanley, BlackRock, and Goldman Sachs. By leveraging proprietary technology, RockFi enhances client experiences with comprehensive asset tracking and analytics, fostering transparency and simplifying the investment process.
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Industry Overview in France
The private wealth management sector in France is evolving, driven by increasing demand for personalized financial services. With approximately 6.2 million households holding assets over €250,000, the market presents significant opportunities for innovativ
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Disclosed details
Transaction Size: $19M