RockFi, a Paris-Based Fintech, Secures €3 Million Investment to Revolutionize Wealth Management

 

RockFi Secures €3 Million in Funding, Led by Varsity I and Backed by Industry Leaders

RockFi, a dynamic fintech venture, has successfully raised €3 million in a recent funding round spearheaded by Varsity I, under the guidance of Didier Valet, former Deputy CEO of Societe Generale. The investment consortium also includes esteemed tech and private management angels such as Antoine Freysz from Kerala, Quentin Nickmans and Amaury Sepulchre from Hexa, and Alexandre Dalyac, the visionary founder of Tractable.

Launched in 2023, RockFi is helmed by CEO Pierre Marin, an accomplished executive with a background at McKinsey. Marin leads a team comprising two tech co-founders, Maxime Durand (CTO), previously a key developer at Qonto, and Marie Bedu (COO), former Operations Director at Beanstock. Additionally, the team includes two seasoned private banking executives, Stéphane Carles and Vincent Pagny, who held prestigious roles at Société Générale Private Banking and HSBC Private Management, respectively.

RockFi’s mission is to redefine private management, aiming to democratize access to the superior services offered by elite family offices. The company seeks to cater to investor clients seeking advice, performance, and simplicity.

Marie Bedu, Operations Director of RockFi, emphasized the importance of trust and intuition in the wealth management industry. She highlighted RockFi’s commitment to leveraging technology to enhance the client-advisor relationship.

The RockFi model is distinguished by its fusion of human expertise with cutting-edge technology. The company offers a tailored ecosystem of technological tools and investment options, empowering managers to deliver superior service to their clients.

RockFi’s target clientele includes over 6 million households in France with assets exceeding €100,000, disillusioned with traditional private banks. The company operates on a transparent fee system and offers annual subscriptions to ensure objective advice and personalized services, including wealth engineering and taxation.

Pierre Marin, co-founder and CEO of RockFi, expressed confidence in the company’s growth trajectory, citing strong client interest and a market opportunity of €4.8 trillion in assets. With the recent funding infusion, RockFi aims to triple its workforce by expanding its network of private bankers and wealth management experts across France, positioning itself for significant expansion in the years ahead.

Source: eu-startups.com

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