Who we serve
Investors who qualify, invited one at a time.
RockLake is a private platform. We work with self-certified High Net Worth, Sophisticated and Professional investors, individually, through family offices and through trusts.
High net worth individuals
Direct access to institutional-grade strategies once reserved for private banking clients.
- One consolidated view of every holding
- Terms and risk ratings on each investment
- Statements and documents in one place
Sophisticated investors
For self-certified investors comfortable assessing risk beyond standard retail offerings.
- The terms behind every investment are shown
- Access to private and alternative strategies
- Liquidity and lock-up terms stated up front
Family offices & trusts
Consolidated reporting across related individual and entity accounts.
- Holdings across related accounts in one view
- Transactions and documents recorded per account
- Everything reported in US dollars
How eligibility works
1
Invitation
Access opens one invitation at a time, often through an introduction from an existing investor.
2
Self-certification
You confirm which investor category applies to you in the country where you are resident.
3
Review
Identity, address and suitability are reviewed by a person before anything is assigned to your account.
RockLake is not for the general public. The investor categories are defined differently from country to country, and the test that applies is the one where you are resident. It is your responsibility to check that you meet it. See legal and risk information.
Whichever describes you, every account has
- One login
- Every asset class you hold with us, in a single account and a single view.
- Documents in one place
- Statements, terms and agreements kept in your portal, not scattered across emails.
- Terms you can read
- Each investment shows its terms and risk rating, and the assumptions behind anything modelled.
- Reviewed access
- A member of our compliance team reviews every application, including ID, before access opens.
RockLake is by invitation only.
Have an invitation code? Open your account. If not, request one and we'll be in touch.