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Legal notice

Data as of 27 October 2026. This page serves as the reference for RockFi’s public figures and is updated whenever changes occur.

The company

  • RockFi is a French private wealth management fintech founded in 2024.
  • RockFi has raised €22m in a Series A funding round, led by Varsity, Didier Valet’s fund, and Partech, alongside business angels including Pennylane co-founders Arthur Waller and Félix Blossier.
  • Since June 2026, RockFi has been collaborating with BlackRock, which provides the firm with macro insights and model portfolios.

Our advisors

  • RockFi has 37 private advisors, each introduced individually on our Advisors page.
  • They are former private bankers and professionals from Family Offices and wealth management firms.
  • RockFi advisors are located in 18 cities across France.

Pricing

  • RockFi’s advisory services are remunerated via a fixed annual rate applied to assets under management, averaging around 1%. The rate is agreed upon with the client before any commitment is made.
  • The rate does not change based on the products recommended; the amount in euros tracks the value of assets under management. Example: for €500,000 in assets at a rate of 1%, the annual fee is €5,000.
  • Fees are deducted once a year from assets and are visible in the RockFi app.
  • Funds (OEICs, ETFs) are selected as clean share classes: their fees remunerate the management company only.

Access

  • RockFi supports clients with financial assets starting from €250,000, with no upper limit.

Our offering

  • Open architecture: over 40 partner asset management firms and insurers, with more than 3,000 listed solutions.
  • French and Luxembourg life insurance, capitalisation contracts, securities accounts, PEA, private equity, structured products, SCPI and club deals.

Regulatory status

  • RockFi is registered with ORIAS under number 23004556 as a financial investment advisor and insurance broker.
  • RockFi is regulated by the Autorité des marchés financiers (AMF) and the Autorité de contrôle prudentiel et de résolution (ACPR).
  • RockFi is a member of Anacofi, under number E010552.

Awards and recognition

  • 2024 and 2025 Occur Wealth Management Award.
  • 2025 Wealth & Performance Awards: Winner, Wealth Management 3.0.