French fintech startup RockFi has raised €18 million in Series A funding as it accelerates efforts to reshape private wealth management for high-net-worth individuals. The latest RockFi wealth management funding round was led by Partech, alongside Varsity and M&G Investments, with continued support from notable tech and finance industry angels.
This new capital injection brings RockFi’s total funding to €21 million, less than a year after closing an initial €3 million round. Varsity, co-founded by former Société Générale Deputy CEO Didier Valet, and business angels like Arthur Waller and Félix Blossier of Pennylane also renewed their backing.
Founded in 2023 by Pierre Marin, Marie Bedu, and Maxime Durand, RockFi blends human expertise with powerful digital tools to offer personalized wealth management, banking, life insurance, and pension solutions. Backed by ex-private banking leaders from Société Générale and HSBC, the platform targets a growing demand for transparency and tailored services among France’s 6 million households holding over €100,000 in assets.
With this fresh funding, RockFi plans to double its engineering team and strengthen its proprietary technology — designed to monitor, analyze, and surface tailored investment opportunities for every client. The company is also laser-focused on reaching €1 billion in assets under management by 2026.
Operating in a sector often criticized for complexity and lack of clarity, RockFi aims to make wealth management simpler, more transparent, and deeply personalized. Clients gain access to over 3,000 financial instruments across all asset classes, including private equity options through partnerships with global heavyweights like Morgan Stanley, BlackRock, and Goldman Sachs.
RockFi’s new mobile app, launched in March, provides real-time portfolio tracking and detailed investment reports, reinforcing its commitment to digital-first experiences. Within a year of launch, the platform attracted 500 clients, achieving 25% monthly growth.
Currently, RockFi’s team of 50 — including 25 private bankers — operates from six cities: Paris, Lille, Bordeaux, Lyon, Annecy, and Toulon. Expansion is moving fast, with plans to open a new office monthly, starting with Nice, Cannes, Toulouse, Rennes, and Strasbourg. RockFi will also recruit 50 additional private bankers in the coming year to meet growing demand.
RockFi’s hybrid model is attracting entrepreneurs, executives, athletes, and artists — high-net-worth clients who value personalized service combined with smart digital tools. Clients benefit from integrated French and Luxembourg life insurance products, estate planning support, and tax assistance — all through a dedicated private advisor.
The platform’s family office-style model ensures clients receive holistic advice spanning investment strategies, taxation, and wealth structuring — features traditionally reserved for ultra-wealthy clients but now made more accessible.
“We’re on a mission to modernize private wealth management — not just for clients, but also for the bankers who support them,” says Pierre Marin, co-founder and CEO. “This funding gives us the resources to scale quickly across France and Europe while continuing to prioritize the personalized service our clients expect.”
Despite a challenging year for WealthTech investments, RockFi’s rapid traction reflects growing investor confidence in models blending technology and human expertise. Industry data shows European WealthTech deal activity fell 71% year-over-year, but deals like RockFi’s highlight where smart money is flowing.
Partech’s General Partner Phillipe Collombel echoed this sentiment, calling RockFi a standout. “They’re addressing a real gap in wealth management by combining technology and expert advisors. Their early success shows massive potential in a sector ripe for disruption.”
For Varsity’s Didier Valet, RockFi’s momentum is proof their vision is working. “We’ve believed in this team from day one. In under a year, they’ve shown the execution and results that convinced us to double down.”
RockFi’s next chapter will see it pushing beyond France, positioning itself as a next-generation European wealth management leader — offering elite financial services once limited to the few, now designed for a new generation of affluent clients.
