RockFi

RockFi partners with over 40 asset managers and insurers in an open architecture to select products aligned with client strategies.

RockFi Intelligence consolidates all data about a user’s assets in one place to support advisors and inform clients.

RockFi’s AI-native platform provides real-time consolidated reporting, structured product tracking, full history, and a mobile app.

RockFi advisors use technology and Goal-Based Investing to provide long-term support with expert assistance.

RockFi publishes updates and analyses on private wealth management, investing, and fintech by its experts.

RockFi explains how it calculates portfolio performance using the modified Dietz method for greater accuracy.

Private banking fees often reach 2% to 3% annually, higher than the perceived 1%. RockFi outlines how to reconstruct and negotiate these costs.

The page compares private banks and fixed-fee advisory firms by structure, advisor compensation, costs for €1 million, and selection criteria.

RockFi hosts exclusive events where advisors share expertise and wealth management insights.

The page features RockFi’s press coverage, including articles, interviews, and speaking engagements, with a section for journalists and media.

RockFi opens offices in Bordeaux, Lyon, and Toulon and introduces a private app exclusively for clients.

RockFi offers a fixed annual fee of approximately 1% of assets, agreed before any commitment, with no product commissions, starting at 250,000 euros.

The page compares RockFi’s open-architecture private wealth management with Banque Hottinguer’s offerings, thresholds, and services.

The page compares RockFi’s open-architecture private wealth management with Banque Transatlantique’s group private banking, including services and support.

The page compares RockFi’s open-architecture private wealth management with BNP Paribas Banque Privée’s group private banking, including services and support.

The page compares RockFi’s private wealth management (minimum 250,000 €) with iVesta Family Office’s services for entrepreneurs.

Antoine Lemaire, a RockFi advisor in Lille, provides tailored private wealth management for executives, families, and demanding investors.

Arnaud Victoor advises clients on private wealth management in Cannes.

Axel Talmoudi advises clients on private wealth management in Cannes.

Bertrand Bréavoine advises clients on private wealth management in Paris.

RockFi combines expertise from former bankers with proprietary technology for modern private wealth management, serving 1,500 families.

RockFi provides key metrics as of October 27, 2026, including funding rounds, entry thresholds, pricing, investment scope, regulatory status, and awards.

RockFi Philanthropie is an endowment fund supporting long-term projects by Institut Imagine, Unafam, and Institut du Cerveau.

RockFi offers independent advisory services with dedicated AI tools and managed back-office support.

RockFi provides personalized advisory services for key financial decisions without requiring commitment.

RockFi advisors in Biarritz assist executives, families, and investors with comprehensive wealth management.

RockFi advisors in Bordeaux assist executives, families, and investors with comprehensive wealth management.

RockFi provides modern private wealth management combining experienced advisors, technology, and independence for asset-related needs.

RockFi’s privacy policy outlines data collection, purposes, retention periods, and GDPR rights.

RockFi provides legal information, including ORIAS status and AMF/ACPR oversight, about its financial advisory activities.

RockFi, a French private wealth management fintech, appoints a senior executive to expand its advisory services. The company manages assets for over 1,500 families and targets €1 billion in assets under advisory by 2026. This strategic hire aims to bolster growth in wealth management operations.

Sep 2026wealthbriefing.comNews article

RockFi equips its private wealth advisers with an AI agent to deliver customized, proactive portfolio monitoring. The tool enables advisers to provide clients with anticipatory insights and tailored wealth management akin to services traditionally offered only to family office clients. This marks RockFi’s latest innovation in private wealth advisory technology.

Jun 2026rockfi.frNews article

RockFi partners with BlackRock to create wealth allocation strategies tailored to clients' life goals. The collaboration combines RockFi’s fintech platform with BlackRock’s asset management expertise to serve private wealth clients. Both firms aim to integrate goal-based financial planning into investment portfolios.

Jun 2026MarketScreenerNews article

RockFi, a Paris-based private wealth management platform, secures €18 million in Series A funding. The round is led by venture capital firm Partech. The company focuses on digital solutions for wealth management services.

Mar 2025PassleNews article