202423 Apr

Paris-based fintech RockFi raises €3 million to become the “new wealth management”

Summary

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). 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. 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.

Source: Eu-startups

Funding

$3.2M
Amount
Apr 23 2024
Date
-
Investor
RockFi
Company

Classifications

Companies