Paris, 23 June 2026- RockFi continues to reinvent private wealth management with today's launch of the first artificial intelligence agent designed for private advisers. Every RockFi adviser is now equipped to offer their clients a level of monitoring, anticipation, and personalisation previously reserved for clients offamily offices.

The result of several months of R&D supported by a €22m funding round, this dedicated AI agent is a first in wealth management. Just days after announcing a partnership with BlackRock on asset allocation, RockFi has reached another major milestone, once again helping to raise industry standards.

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The situation: AI is raising client expectations… and their frustration

A recurring criticism is that after an intensive initial phase, many private wealth management clients complain of a gradual decline in the level of service.

68% of them state that they have not had proactive contact from their adviser in the last 6 months (PwC, Global Wealth Report 2025).

The explanation is primarily structural. Rigorous portfolio monitoring requires at least one to two hours per week per client. Under these conditions, an adviser can only provide in-depth support to a limited number of clients. However, the reality of the sector is quite different: many manage 80, 100, or sometimes 150 clients or more. The difficulty, therefore, is not a lack of commitment, but a time constraint that directly impacts the quality of service.

This demand has intensified further. As a growing number of clients now use AI to analyse their investments, their expectations regarding proactivity have never been higher. According to Bain & Company, 37% of ChatGPT or Claude users say they expect more from their adviser after using these tools. Clients now arrive at meetings with their own analyses and a higher level of information. Faced with this shift, a private banker who is not sufficiently equipped risks struggling to provide immediately perceptible added value.

It was this observation that led RockFi advisers and engineers to work together to design the first AI agent on the market.

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The solution: combining an AI agent that provides proactive information with an adviser who remains the decision-maker for their client

RockFi has designed an agent to strengthen the capabilities of each of its 60 private advisers, who already support more than 1,500 families.

In real time, the AI agent monitors markets, analyses positions, detects warning signals, and prepares wealth reviews. It is continuously fed with all market data and cross-references every piece of information with the client's portfolio and personal objectives.

The practical impact: advisers no longer wait for their client to call them about a news item. Because the AI agent has already completed the analysis, they are always able to anticipate and take the initiative, with the understanding that advice and decision-making remain entirely within their remit.

“ Advisers spend a considerable amount of their time aggregating market information. When the news cycle moves and they have to analyse 150 portfolios simultaneously, they cannot offer each client the expected level of personalisation. We designed these agents to handle that. AI does not replace their job. It gives them back the time to actually do it.”explains Marie Bedu, Co-founder and CPO/COO of RockFi.

RockFi has designed this agent in compliance with current European regulations. All client data is anonymised, encrypted and hosted in France. No personal data is used to train third-party models. The advisor remains the only person authorised to access their clients' information.

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The third pillar of an ambition: transforming asset allocation

After building a model based onclean shareswith leading custodians, then strengthening its access to market data through itscollaboration with BlackRockand the Aladdin platform, the creation of this proprietary AI agent allows RockFi to take a new step forward: by cross-referencing client data with market data, this agent enables personalised, continuous wealth monitoring that can be deployed on a large scale.

“People often talk about the AI model being used. That’s not the right question. The main asset is what we have built: a direct connection to every partner custodian, a real-time wealth database that cross-references market data. To my knowledge, this type of infrastructure doesn't exist anywhere else. It is what transforms a generic LLM into an augmented advisor. The value isn't in the model; it's in what it can read.”explains Maxime Durand, CTO and co-founder of RockFi.

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About RockFi

Founded in 2024, RockFi is a French private wealth management fintech building a new generation of wealth advisory services. The company combines a structured network of 60 high-level independent private advisors with proprietary technologies designed to standardise operational excellence and elevate the client experience.

RockFi offers an open and selective investment architecture, providing access to a premium range of financial solutions covering all asset classes. The service is aimed at private clients with assets of €250,000 or more.

The fintech, which has a presence in 18 French cities, supports over 1,500 families. RockFi is targeting over one billion euros in assets under advice by the end of 2026 and aims to become a key player in the transformation of private wealth management in France, ahead of a European rollout.

RockFi has raised €22m in funding from leading investors, including Varsity, the fund managed by Didier Valet, former Deputy CEO of Société Générale, and Partech, as well as prominent business angels, including Arthur Waller and Félix Blossier, co-founders of Pennylane.

RockFi is registered with ORIAS under number 23004556 as an insurance broker and financial investment advisor. RockFi is regulated by the Autorité de Contrôle Prudentiel et de Résolution (ACPR) and the Autorité des Marchés Financiers (AMF). RockFi is a member of Anacofi (registered under number E010552).

For more information, visitwww.rockfi.fr

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Press contact:

Image Sept– Juliette Mouraret

rockfi@image7.fr

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