Rogo
Rogo is a New York-based AI software company building an agentic AI platform purpose-built for institutional finance, serving investment banks, private equity firms, asset managers, and hedge funds with research, modeling, and workflow automation across 250+ institutions.
- Company typePrivate
- Founded2021
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Rogo does
Rogo is a New York-based AI software company founded in late 2021 by former Lazard investment banker Gabriel Stengel alongside co-founders John Willett and Tumas Rackaitis. The company builds an agentic AI platform purpose-built for institutional finance, serving investment banks (Baird, Truist Securities, Nomura, Rothschild & Co, Jefferies, Lazard, Moelis, Citi), private equity firms, asset managers, and hedge funds (Tiger Global, Schonfeld, Lucerne Capital). As of 2026, Rogo serves 250+ financial institutions with 35,000+ bankers and investors sending 50,000+ daily queries on the platform, and reports revenue growth from $2 million in 2024 to more than $15 million in 2025.
The core Rogo Platform integrates internal firm data (SharePoint, CRM, Outlook, file repositories) with the institutional data universe (LSEG, Dow Jones, FactSet, S&P Capital IQ, PitchBook, Preqin, Daloopa, Moody's, Fitch, Quartr, Crunchbase, SS&C Intralinks) to produce auditable research, Excel models, memos, and slide decks. Felix, the flagship autonomous AI agent launched May 2026, executes multi-step financial workflows end-to-end from a single prompt across banking, private markets, and public markets. The underlying architecture is model-agnostic, combining custom-trained finance-specialized LLMs with a proprietary Model Broker that routes tasks across OpenAI, Anthropic, and Google frontier models. Rogo's product surface also includes the Excel Plug-in, Rogo Agents (custom agent builder), the Credit Center (AI consumption governance), Big Finance Bench (928-question evaluation framework), and three acquired companies: Subset (AI spreadsheet), Offset (AI workflow agents), and Plux (UK/European filings monitoring).
Rogo operates a high-touch direct enterprise sales motion with bespoke deployments, forward-deployed ex-bankers/engineers embedded inside client firms, and multi-year contracts (pricing is not publicly disclosed). The company reports approximately 140% net revenue retention and serves 250+ institutions across North America, EMEA, and APAC, with headquarters in New York, a European headquarters in London (opened January 2026), and an APAC presence in Singapore. Rogo has raised over $300 million in venture funding across five rounds, with lead investors including AlleyCorp (seed), Khosla Ventures (Series A), Thrive Capital (Series B), Sequoia Capital (Series C), and Kleiner Perkins (Series D at a $2 billion post-money valuation in April 2026). The company has also achieved EU AI Act compliance ahead of the August 2026 deadline and ISO/IEC 42001:2023 certification, positioning it for European regulated finance procurement.
Rogo firmographics
Firmographics- Name
- Rogo
- Legal name
- Rogo Technologies, Inc.
- Website
- https://rogo.ai
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Rogo is a New York-based AI software company building an agentic AI platform purpose-built for institutional finance, serving investment banks, private equity firms, asset managers, and hedge funds with research, modeling, and workflow automation across 250+ institutions.
- Ownership category
- akta.pro rank
Rogo industry classification
Industry- Product category
- AI Platform for Financial Services
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Computer Systems Design Services (541512)
- SIC
- Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Hybrid Robo-Advisory Platforms (Advisor + Automation) (FSAGAEAB)
- akta.pro secondary industries
- Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Rogo is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Rogo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Enterprise SaaS subscriptions: Recurring revenue from enterprise SaaS contracts with investment banks, asset managers, PE firms, and hedge funds; approximately 140% net revenue retention reported as of late 2025 indicating strong land-and-expand. Custom bespoke deployments per client with single-tenant options for security-conscious firms.
- Revenue growth (Forbes-reported): Revenue reportedly increased from $2 million in 2024 to more than $15 million in 2025, reflecting rapid enterprise adoption and upsell motion into additional divisions within existing accounts.
- Marketplace / app store distribution revenue: Distribution channel via Anthropic's Claude Marketplace enables enterprises with existing Claude spend commitments to procure Rogo; no commission charged by Anthropic at launch, serving as a procurement/distribution layer.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based enterprise contract (no public pricing) |
Distribution channels4 records
Marketing channels8 records
Rogo product offering
Product offeringCore offering
Rogo is an enterprise AI platform purpose-built for finance that automates research, analysis, modeling, and deliverable creation for investment banks, private equity firms, asset managers, and hedge funds. It integrates internal firm knowledge with licensed data sources (LSEG, FactSet, S&P Capital IQ, PitchBook, Preqin, Daloopa, etc.) and uses custom-trained finance LLMs orchestrated by autonomous AI agents to produce auditable Excel models, investment memos, pitch decks, and diligence materials. Delivered as enterprise SaaS with bespoke deployment, white-glove change management, and single-tenant options for security-conscious institutions.
Product overview
Rogo is a unified agentic AI platform for institutional finance, combining a core workflow platform (the Rogo Platform) with a flagship autonomous AI agent (Felix) and a portfolio of complementary modules and acquired companies. The core Rogo Platform integrates internal firm data with licensed data sources (LSEG, Dow Jones, FactSet, S&P Capital IQ, PitchBook, Preqin, Quartr, Daloopa, Crunchbase, Bloomberg, Refinitiv) to deliver auditable research, models, and memos. Felix operates on top of this data foundation to execute multi-step workflows (decks, models, memos, diligence) end-to-end, with optional access to GPT-5/5.5, Claude Opus 4.7/Fable 5, and Gemini 3 Pro. Rogo Agents let firms build custom agents encoding their own workflows. The Model Broker routes tasks across frontier and lower-cost models to optimize cost-per-outcome, while the Credit Center gives administrators centralized governance and forecasting for AI consumption. Acquired companies extend the platform: Offset brings learning agents that operate inside financial workflows, Subset provides a finance-trained AI spreadsheet agent, and Plux adds UK and European market-monitoring infrastructure. Sisyphus is an internal autonomous security agent that continuously offensive-tests Rogo's own infrastructure.
Differentiator
Problem solved
Functional benefit
Brands
- Felix: Rogo's autonomous AI agent for finance that generates client-ready PowerPoint decks, Excel models, Word documents, dashboards, and sourced research from a single prompt; integrates directly into email, spreadsheets, and data terminals to execute multi-step workflows end to end.
Products and services
- Rogo Platform
Quantifiable outcome
- At Baird Global Investment Banking: 95% engagement, ~10,000 workflows per week, 250,000+ workflows executed, top 10 power users averaged 5+ hours saved daily
- +5 more outcomes
Companies that use Rogo
Customer profileNamed customers13 records
Segments6 records
Ideal customer profiles4 records
Rogo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration31 records
AI capability13 records
Feature9 records
Rogo partnerships and signals
Strategic signalScale indicators17 records
Recent moves7 records
Expansion highlights8 records
Rogo competitors and assessment
Company assessmentBroad incumbents
- FactSet: FactSet is an established financial data and analytics platform serving investment banks, asset managers, and corporates with portfolio analytics, filings, and workflow tools. Comparable to Rogo as both an integrated data source and a workflow incumbent, with FactSet actively adding AI features to its workstation experience.
- PitchBook: PitchBook is the leading private market data platform serving PE, VC, and investment banking deal teams, now owned by Morningstar. Both a Rogo data partner (PitchBook Premium is deeply integrated into Rogo) and an adjacent workflow competitor for PE deal sourcing, screening, and diligence.
- Bloomberg L.P. Bloomberg is the dominant incumbent terminal and data platform for investment banking, asset management, and trading workflows, and is embedding AI agents (e.g., BloombergGPT, AI-powered summaries) directly into its terminal. Represents both a primary data source for Rogo integrations and a long-term competitive threat as it layers AI workflow automation on top of its existing seat base.
- S&P Capital IQ Pro: S&P Capital IQ Pro is a comprehensive financial data and workflow platform for investment professionals, with deep penetration at banks and PE firms. Comparable as a workflow surface for analysts and a data provider for Rogo (S&P Capital IQ is integrated into Rogo), and a potential incumbent competitor as it layers AI research capabilities onto its existing data assets.
- LSEG (Refinitiv Workspace): LSEG, the London Stock Exchange Group, operates Refinitiv Workspace and a broad financial data franchise used by banks and asset managers globally. Comparable as a strategic data partner (LSEG signed a partnership with Rogo in 2025) and as a regulated incumbent with its own AI initiatives targeting the same institutional finance buyers.
Direct peers
- AlphaSense: AlphaSense is an enterprise market intelligence and research platform used by investment banks, asset managers, and corporates for filings, transcripts, and expert insights search. Comparable to Rogo in serving research analysts with AI-powered document search and synthesis, though AlphaSense is more search-centric while Rogo emphasizes end-to-end workflow automation via Felix.
- Hebbia: Hebbia is the most directly comparable competitor: an AI platform that ingests documents and financial filings to automate research, diligence, and analysis workflows for investment banks, asset managers, and law firms. Cited explicitly by Citi executives alongside Rogo as a deployed AI tool, putting the two on the same procurement shortlists.
- Glean: Glean is an enterprise AI search and agent platform that connects to workplace systems (CRM, file stores, chat) and surfaces synthesized answers. Directly comparable to Rogo's data integration layer and Felix agents across enterprise customers, though Glean is horizontal while Rogo is finance-specialized.
- Harvey: Harvey is a domain-specific generative AI platform for elite professional services, initially legal and increasingly expanding into financial advisory workflows. Comparable to Rogo in its verticalized AI strategy, ex-practitioner founder DNA, enterprise SaaS model, and focus on auditable, source-grounded outputs for regulated professionals.
Emerging players
- Sierra AI: Sierra is an emerging enterprise AI agent platform focused on customer experience, founded by former Google executives. Comparable to Rogo in the agentic AI architecture and enterprise SaaS go-to-market, though Sierra targets consumer-facing customer service rather than institutional finance workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Rogo social profiles
Digital presenceRogo compliance and trust
Trust signalCompliance6 records
Rogo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Rogo leadership team
Management profileNumber of profiles
Profiles9 records
Rogo subsidiaries and ownership
Company hierarchySubsidiaries3 records
Rogo funding detail
Funding detailFunding overview
Funding rounds9 records
Investors26 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Rogo M&A and investment
M&A and investmentM&A5 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Rogo
What does Rogo do?
Rogo is an enterprise AI platform purpose-built for finance that automates research, analysis, modeling, and deliverable creation for investment banks, private equity firms, asset managers, and hedge funds. It integrates internal firm knowledge with licensed data sources (LSEG, FactSet, S&P Capital IQ, PitchBook, Preqin, Daloopa, etc.) and uses custom-trained finance LLMs orchestrated by autonomous AI agents to produce auditable Excel models, investment memos, pitch decks, and diligence materials. Delivered as enterprise SaaS with bespoke deployment, white-glove change management, and single-tenant options for security-conscious institutions.
Is Rogo a public or private company?
Rogo is a private company. It is classified as venture growth investor backed and is currently operating.
When was Rogo founded?
Rogo was founded in 2021. It employs 101 to 250 people.
Where is Rogo based?
Rogo is headquartered in New York, United States, in the North America region.
How does Rogo make money?
Three revenue lines are on record. Enterprise SaaS subscriptions are the primary driver. The others are revenue growth (Forbes-reported) and marketplace / app store distribution revenue.
Who are Rogo's main competitors?
Broad incumbents on record are FactSet, PitchBook, Bloomberg L.P., S&P Capital IQ Pro and LSEG (Refinitiv Workspace). Direct peers are AlphaSense, Hebbia, Glean and Harvey. Sierra AI is listed as an emerging player.
Does Rogo have an API?
No public API is recorded for Rogo.
What industry is Rogo in?
Rogo's product category is AI Platform for Financial Services. Its primary akta.pro industry code is FSAGAEAB, Hybrid Robo-Advisory Platforms (Advisor + Automation), with a secondary code of HDAEANAE, Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies). Its NAICS code is 52394 and its SIC code is 6282.