Interview with Pierre Marin, CEO & Co-founder of RockFi — Paris Wealth Day 2025
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At Paris Wealth Day 2025, Hubfinance had the opportunity to speak with Pierre Marin, CEO and Co-founder of RockFi, who shed light on the company’s origins and its innovative vision for wealth management for entrepreneurs.
A former entrepreneur himself, Pierre Marin started with a simple observation: nearly 5 million French households use private banking, but many come away with a sense of complexity, opacity, and lack of performance. RockFi was born out of this frustration—the desire to restore meaning, clarity, and impact to wealth management.
The entrepreneur’s roadmap: from asset immobilization to investment
RockFi’s promise is to support entrepreneurs throughout key moments of sale or succession—often decisive stages. The approach must be comprehensive and adapt to each phase of the company’s lifecycle.
An initial need arises for entrepreneurs whose assets are often tied up in their companies. RockFi helps them generate additional income or finance potential acquisitions. Later, as the entrepreneur nears a sale, tax and succession issues become paramount. RockFi then steps in by offering wealth and legal planning to optimize the sale or transfer of assets, particularly to children. Finally, for entrepreneurs who have completed a “cash-out,” the focus is on investment strategies to diversify their assets, particularly through reinvestment solutions that help reduce tax liability.
The “Modern Family Office” According to RockFi
RockFi champions a next-generation Family Office approach, combining human expertise and technology.
Three pillars underpin this model:
- comprehensive and independent advice, combining wealth, financial, and tax planning;
- an integrated reporting tool, providing a consolidated view of all assets;
- and an open architecture ensuring investment choices that are truly aligned with the client’s interests.
Read the full interview to understand how RockFi leverages its entrepreneurial and technological DNA to become the go-to modern Family Office for entrepreneurs.
About RockFi
RockFi is a modern Family Office that combines comprehensive, personalized advice (financial, wealth management, and tax) with technology to support entrepreneurs in managing their wealth, particularly during key moments such as business sales and succession. The firm is committed to greater transparency, simplicity, and performance, leveraging an open-product architecture.
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