Entity
  • RockFi

    Created in 2023
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    2,495
  • Entity types

  • Location

    12 Av. Matignon, 75008 Paris, France

    Paris

    France

  • Employees

    Scale: 11-50

    Estimated: 23

  • SIREN

    953123593
  • Engaged corporates

    13
    4 8
  • Added in Motherbase

    5 months, 2 weeks ago
Description
  • Value proposition

    [Automatic translation follows] New Private Management

    We are building a new private management.

    Or rather, we are rebuilding it, around a banker and his client.

    Our approach is simple.
    We co-opt the best bankers and wealth managers, from the most prestigious institutions.
    We free up their time and potential, through innovative technologies and artificial intelligence.
    We offer open architecture investments sourced for their performance in order to meet the needs of their clients as closely as possible.

    RockFi is a team of former private bankers and entrepreneurs (ex McKinsey, Artefact, Qonto).
    It is a club, which values ​​co-optation and offers exclusive events and deals.
    These are 3,000+ financial vehicles: life insurance, PER, securities accounts, structured products, private equity, club deals in partnership with the best asset managers including: Edmond de Rothschild, Lazard, Generali, DNCA, La Mondiale, Eurazeo.

    It is the private management of a new generation of bankers, investors and wealth clients, more demanding, informed and ambitious.

    Join us.

  • Original language

    La Nouvelle Gestion Privée

    Nous construisons une nouvelle gestion privée.

    Ou plutôt, nous la reconstruisons, autour d’un banquier et de son client.

    Notre approche est simple.
    Nous cooptons les meilleurs banquiers et gestionnaires de patrimoine, issus des plus prestigieuses institutions.
    Nous libérons leur temps et potentiel, par des technologies innovantes et l’intelligence artificielle.
    Nous offrons des placements en architecture ouverte sourcés pour leur performance afin de répondre aux plus près aux besoins de leurs clients.

    RockFi, c’est une équipe d’anciens banquiers privés et entrepreneurs (ex McKinsey, Artefact, Qonto).
    C’est un club, qui valorise la cooptation et offre événements et deals exclusifs.
    Ce sont 3.000+ supports financiers : assurance vie, PER, comptes titres, produits structurés, private equity, club deal en partenariat avec les meilleurs gérants d'actifs notamment : Edmond de Rothschild, Lazard, Generali, DNCA, La Mondiale, Eurazeo.

    C’est la gestion privée d’une nouvelle génération de banquiers, d’investisseurs et de clients patrimoniaux, plus exigeante, informée et ambitieuse.

    Rejoignez nous.

  • Rockfi - La nouvelle gestion privée

    Nous construisons la nouvelle gestion privée. Ou plutôt nous la reconstruisons autour des banquiers privés et de leurs clients.

  • https://www.rockfi.fr/
Corporate interactions BETA
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Societe Generale
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12 Oct 2024


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France FinTech
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5 May 2024


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