RockFi
PrivateLast Round
Series A
Mar 24, 2025
Total Funding Raised
$22.65M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
RockFi is a fintech company that provides private wealth management and financial advisory services by combining human expertise with a proprietary technology platform.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2C
Customer Profile
Services & Consulting, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
RockFi Comparables
Compare RockFi with similar companies based on industry and business-model similarity.
RockFi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Mar 24, 2025 | ||||
| Seed | Apr 23, 2024 |
Key People
Founding team and executive leadership
RockFi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Partech | Series A |
| Partech Partners | Series A |
| Varsity | Series A, Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 1, 2026
Open roles increased to 10, 2.5x the trailing average.
- Apr 20, 2026
Open roles increased to 10, 16% of headcount.
RockFi Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about RockFi's valuation, stock price, and market status.