Advice
Ongoing support over time.
Discover our approach
Our model
RockFi Tech
RockFi is an AI-native company. Its engineers and advisors have worked together from day one to build the tool best suited to your needs.
Partners
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A clear view of your wealth.
Where traditional private wealth management starts with a risk profile, RockFi starts with what you want to achieve.
Personalised reporting
All your RockFi data in one single view. Analyse your strategy by asset, contract or product. Switch from a macro to a micro view in one click.
Your structured products,
tracked right down to the barrier
Coupons, barriers, maturities, upcoming events. Every structured product is tracked. You are informed before an event occurs. Your advisor is too.
What you see
All your RockFi data in one single view. Analyse your strategy by asset, contract or product. Switch from a macro to a micro view in one click.
Full history
All your transactions tracked and recorded. Identify the impact of your reallocations, payments, and withdrawals on your wealth. View all fees associated with your transactions, with complete transparency.
Longevity
We retrieve your entire contract history, even for periods before you joined RockFi.
The mobile app
The mobile app is an exact mirror of the web interface. The same depth of information, the same access to data, wherever you are. Not a stripped-down version: your entire client area, in your pocket.
Security
Our infrastructure
Protected access
Secure login, with data visible only to your advisor
Sovereign hosting
Certified data centres in France
ACPR & AMF compliant
Supervised by financial authorities
Regular third-party audits
ISO certifications and pentests
Our model
FAQ
Your questions, our answers
Is my data protected?
Your data is encrypted and hosted in France, under the supervision of the ACPR and the AMF. It is never used to train third-party AI models.
What products can you offer me?
We operate an open-architecture model, working with over 40 asset managers and insurers. Our offering includes French and Luxembourg life insurance, private equity, structured products, securities accounts and PEAs, as well as discretionary mandates and club deals. Products are selected based on your specific strategy, with no selection bias.
Who are the RockFi advisors?
They are former private bankers and wealth management advisors with an average of 15 years' experience. They operate from 18 offices across France and are supported by a team of experts, including wealth planners, tax lawyers, notaries, and chartered accountants.
How does RockFi make money?
Your adviser is paid a fixed percentage of your assets under management, agreed with you before any commitment is made. This fee is independent of the products recommended and can be viewed at any time in your client area.
What is the minimum investment required to become a client?
Our service is designed for substantial wealth, but we adapt our solutions to each situation. Contact us for a personalised assessment to find out whether RockFi is right for you.
Let's discuss your situation.
Book a 30-minute introductory call with our team to discuss your goals and ambitions.
Book a 30-minute consultation
An advisor will walk you through RockFi tech.
A 30-minute demo with an advisor to explore the platform in real-world conditions.
Let's discuss your situation
Speak with an advisor