We are thrilled to announce that RockFi has successfully raised 19,000,000 in its latest funding round—a remarkable milestone that underlines our commitment to reshaping private wealth management. RockFi isn’t just about managing assets; we are rebuilding private banking around the timeless relationship between a banker and their client. By uniting the most talented bankers and wealth managers from prestigious institutions, we’re liberating their time and unlocking their potential through innovative technology and artificial intelligence. This fresh approach enables us to offer an open-architecture investment platform that sources high-performance financial solutions, specifically tailored to meet the unique needs of today’s discerning clients.
Our team, composed of former private bankers and experienced entrepreneurs from firms like McKinsey, Artefact, and Qonto, has always championed exclusivity, cooptation, and a community-driven spirit. With over 3,000 financial instruments—including life insurance, PER, securities accounts, structured products, private equity, and exclusive club deals—we have forged partnerships with some of the most esteemed asset managers in the industry, including Edmond de Rothschild, Lazard, Generali, DNCA, La Mondiale, and Eurazeo. The infusion of this new capital will enable us to further develop our cutting-edge platform, extend our reach to more investors and high-net-worth individuals, as well as enhance our technological infrastructure to continue innovating in a demanding market.
At RockFi, we envision a new generation of bankers, investors, and clients—more informed, ambitious, and empowered—taking charge of their financial destinies. We invite you to join us on this transformative journey as we continue to revolutionize the landscape of private wealth management.
