RockFi raised €3 million in a fundraising led by Varsity I, launched by Didier Valet (former Deputy CEO of Societe Generale), alongside tech and private management business angels, including Antoine Freysz (Kerala), Quentin Nickmans & Amaury Sepulchre (Hexa), and Alexandre Dalyac (founder of Tractable).
This ambitious and innovative project founded in 2023, led by Pierre Marin (CEO, former McKinsey), includes two tech co-founders, Maxime Durand (CTO, first developer at Qonto) and Marie Bedu (COO, former Operations Director at Beanstock), and two private banking executives, Stéphane Carles (former Director at Société Générale Private Banking) and Vincent Pagny (former Director at HSBC Private Management).
RockFi aims to establish itself as a leading innovative player in private management, with the goal of making the excellence of the best family offices accessible to investor clients seeking advice, performance, and simplicity.
“We are in a trust-based industry where personal intuition is the primary criterion highlighted by our clients; we develop technology to serve humans to simplify and strengthen this key relationship with our clients,” said Marie Bedu, Operations Director of RockFi.
The strength of the RockFi model lies in the combination of human expertise and technology. RockFi deploys a tailored ecosystem of technological tools and investment options designed for the performance of managers and their clients. By unleashing the potential and time of its private managers through technology, they can provide better quality service to their clients, who will then become their best ambassadors.
RockFi has a broad and targetable clientele with assets exceeding €100,000, representing 6 million households in France, who are disillusioned with private banks. The model relies on a transparent fee system and an annual subscription to ensure objective advice and personalized services (wealth engineering, taxation).
“Since the beginning of the year, we have seen strong client traction eager for a new model to manage their wealth,” commented Pierre Marin, co-founder and CEO of RockFi, “with a market of €4.8 trillion in assets ahead of us and no tech leader yet in France and Europe, our ambition is very high for the coming years.”
With this fundraising, the fintech, which already has 15 employees, aims to triple its workforce by the end of the year by expanding its network of private bankers and wealth management experts to cover the entire French territory.
