RockFi, a French fintech specialising in private wealth management, is continuing its expansion by announcing the opening of three new offices and the launch of its private app, exclusively for its clients. These initiatives are in line with RockFi’s mission: to provide an innovative and personalised wealth management experience by strengthening the relationship between private bankers and their clients.

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A strategic ecosystem supported by ambitious geographical expansion

Following a year of rapid growth, RockFi, which was already present in Paris, Lille and Annecy, is continuing to expand its network by opening three new branches in Bordeaux, Lyon and Toulon. The fintech, founded 18 months ago, plans to open further offices in Toulouse, Nice and Rennes in 2025. This regional coverage reflects RockFi’s commitment to ensuring its network of private bankers maintains a unique, close relationship with their clients, offering advice tailored to local specificities while maintaining a high level of personalisation.

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Pierre Marin, CEO and co-founder of RockFi, states:"This geographical expansion demonstrates our commitment to being as close as possible to our clients and offering an innovative wealth management service tailored to the expectations of a new generation of investors. With the opening of our new offices, we are consolidating our local presence."

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The RockFi mobile app: innovation at the service of clients

RockFi is unveiling its private app, a strategic step forward that transforms the wealth management experience for its clients. This app is designed to provide a comprehensive and intuitive overview of users' wealth, with real-time tracking of their managed portfolio. RockFi clients can now view the valuation of their assets in real time, track the performance of their wealth, and consult detailed information on their asset allocation and current contracts.

The app offers a precise visualisation of performance, taking into account all movements (fees, rebalancing, withdrawals, etc.) and based on the latest market data. Thanks to a seamless interface, users can track every transaction in real time and benefit from direct access to their advisor with a single click.

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Key features of the RockFi app:

• 360° view of wealth: valuation, performance and allocation by asset class/contract.
• Real and detailed performance: integration of movements and full history visualisation.
• Transaction tracking: precise monitoring of all activity on accounts and contracts.
• Direct access to your advisor: immediate contact at the click of a button for personalised support.
• Seamless and secure experience: enhanced authentication and light/dark modes for optimal use. ● Centralised document management: simplified downloading and exchange of documents.
• Simplified KYC & KYB: a streamlined identification process for greater efficiency.

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For Maxime Durand, co-founder & CTO of RockFi, the launch of the private RockFi app represents a strategic turning point:"Our app will allow our clients to track their wealth in real time, get a detailed view of their investment performance and contact their advisor directly. We want technology to facilitate personalised support, not the other way around. This app reflects our ambition to make wealth management more seamless, accessible and consistently high-performing."

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Rapid and sustained growth

In just 12 months, RockFi has met its growth targets, expanding its portfolio of clients and investment solutions. Through a unique combination of human expertise and cutting-edge technology, the company has already established strategic partnerships with renowned financial players such as BlackRock, Morgan Stanley, and Generali. RockFi is also continuing its recruitment strategy.

After onboarding 25 private bankers in its first year, the company plans to recruit 60 new professionals in 2025, with the goal of exceeding one billion euros in assets under management by 2026, thereby consolidating its position as a key player in the transformation of wealth management.

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