RockFi

RockFi

About this app

Welcome to your RockFi client area.

Track all your investments from a single application, with the same level of attention you get from your personal advisor.

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WHAT YOU CAN DO
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▸ Consolidated Dashboard
Total portfolio valuation and performance over time.

▸ Asset Class Breakdown
From an overview to detailed information on each product, across all contracts.

▸ Performance by contract and by product
Historical and annualized performance for each line item.

▸ Complete transaction history
All your transactions, including those prior to joining RockFi.

▸ Family & business overview
Contracts for your household and business accounts, all in one place.

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INSTITUTIONAL QUALITY DATA
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RockFi is the first solution to use direct supplier feeds—the same ones insurers use internally. Accurate data, updated daily, without the approximations of traditional aggregators.

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ABOUT ROCKFI
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Founded by former executives of major private banks and engineers from Qonto, RockFi offers the experience of a modern family office, accessible with a minimum investment of €250,000.

• Over €1.3 billion in assets under management
• Present in 18 cities across France
• Open architecture: over 3,000 investment options across all asset classes
• Your funds are held with our partners (Rothschild, Generali, La Mondiale, etc.) — RockFi never holds your assets

🏆 Leaders League Award – Wealth Management 3.0 (2025)
🏆 Occur Award – Wealth Management (2024 & 2025)
💰 Supported by Partech, BPI France, and Varsity

This app is exclusively for RockFi clients.

To join us: rockfi.fr

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