RockFi or iVesta Family Office: which wealth management support to choose?
Private wealth management or a family office, differences that matter. Support from €250,000, partner advisor, real-time tracking: find out why 1,500+ families have chosen RockFi.
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Who is RockFi for?
RockFi is for households with at least €250,000 in financial assets, with no upper limit: the support is the same for a first portfolio as for several million euros.
It suits demanding profiles and estates that call for a tailored approach, to anticipate major wealth decisions rather than react to them.
Three reasonsto choose RockFi
A diagnosis before any commitment
An initial conversation and a written diagnosis, with no commitment.
Fee structure and amount set out in the engagement letter, before the first investment.
A rich and diversified investment range
Over 3,000 open-architecture solutions, including BlackRock, Morgan Stanley, Goldman Sachs, Lazard, Edmond de Rothschild and Eurazeo.
Wrappers with several partners: Generali, CNP Assurances, Wealins, Nortia, Swissquote Bank Europe.
The advisor's time given back to the client
Co-opted advisors, former private bankers from leading firms, with a deliberately limited client portfolio.
Proprietary platform: valuation, allocation, transactions and fees visible at all times.
Over 60 advisors across France.
The comparison
RockFi and iVesta Family Office, line by line
iVesta Family Office information taken from the firm's official website, legal notice amended on 11 June 2026; no fee schedule is published there.
Pricing
A clear view of your wealth.
- Fee structure and amount set out in the engagement letter, before the first investment
- Among the offers, a fixed annual fee as a percentage of assets, around 1% on average
- At iVesta Family Office, the legal notice states that it is paid solely through fees, set in an engagement letter, whose amount is not published
Open architecture
Open architecture across the entire market
- More than 3,000 solutions selected from across the market
- Wrappers with several partners: Generali, CNP Assurances, Wealins, Nortia, Swissquote Bank Europe
- iVesta Family Office provides financial investment advice and brokerage, without asset manager status or a capital link of more than 10% with an insurer
- The difference lies in scale and access: more than €6 billion in assets under advice for entrepreneurs and families, while RockFi opens its support from €250,000
Platform & advice
Technology frees up time, the advisor gives it back to the client
- Paid solely through fees, according to the firm's legal notice.
- No schedule or range on the website; the amount appears in the engagement letter given to the client.
- No other amounts received: the firm states that it receives no funds, securities or assets beyond the remuneration for its service.
Fees, firm by firm
Fees: not published, set in an engagement letter.
- Paid solely through fees, according to the firm's legal notice.
- No schedule or range on the website; the amount appears in the engagement letter given to the client.
- No other amounts received: the firm states that it receives no funds, securities or assets beyond the remuneration for its service.
Pricing: set out in the engagement letter, before the first investment.
- Mode de rémunération et montant arrêtés au premier rendez-vous, selon l'offre retenue, le volume confié et le périmètre de la mission.
- Parmi les offres, une formule à frais annuels fixes, en pourcentage de l'encours, environ 1 % en moyenne.
Compare RockFi with other firms
Your questions, our answers
How does RockFi differ from iVesta Family Office?
In access and scale, because both firms share a common foundation: neither belongs to a bank or an insurer.
RockFi opens its support from €250,000 in financial assets, with more than 60 advisors across France.
iVesta Family Office, paid solely through fees, publishes neither an entry threshold nor its fee amounts, and announces more than €6 billion in assets under advice.
Who are RockFi and iVesta Family Office for?
Two different wealth levels. RockFi supports clients from €250,000 in financial assets, with no upper limit, with more than 60 advisors across France.
iVesta Family Office presents itself as a family office created by entrepreneurs for entrepreneurs: in June 2026 the firm announced more than €6 billion in assets under advice, serving entrepreneurs and families from Paris and Brussels, with an office in New York for Franco-American estates. When it obtained B Corp certification in February 2023, it reported a community of 80 entrepreneurs.
What fees do you really pay at each firm?
At RockFi, the fee structure and amount depend on the chosen offering and are set out in the engagement letter, before the first investment; one of the options is based on fixed annual fees, around 1% of assets on average.
At iVesta Family Office, fees and nothing else: its legal notice states that the firm is paid solely in this form and receives no funds, securities or assets beyond its service. The amount is not published; it is set out in the engagement letter.
In both cases, the fees specific to the chosen wrappers and investments are added, charged by insurers, custodian banks and asset managers. At both firms, a figure-based comparison requires a prior conversation.
Let's discuss your situation.
Experience the new private wealth management.
An initial conversation to understand your goals and show you what RockFi Intelligence changes for you.