Location
Headquarters: New York, New York, United States, North America
Region: New York
Country: US
Continent: North America
About
Rogo is an enterprise AI platform designed for finance professionals, providing secure, purpose-built generative AI to help bankers and investors work smarter, move faster, and win more deals. The platform emphasizes finance-specific reasoning, data grounding, and governance, with enterprise-grade deployment options and security. It integrates internal and external data sources to deliver accurate and auditable research outputs across a firm's workflows and documents. Headquartered in the finance technology space, Rogo targets elite financial institutions and professionals seeking to augment research, analysis, and deal execution.
Rogo is a generative AI platform designed for finance professionals, automating workflows and accelerating research within financial institutions. It integrates with tools like Excel and PowerPoint to provide auditable insights for tasks such as earnings comparisons and deal execution. The company targets elite financial firms by offering secure, purpose-built AI with finance-specific reasoning an
Rogo Technologies Inc
2021
for_profit
active
Industries
Primary Industry: Software
Categories
Funding & Financials
Series B
$314M
private
Investors
Founders
Gabriel Stengel
John Willett
Tumas Rackaitis
Leadership
Technology Stack
Products
Rogo AI Platform: A secure AI platform designed for financial institutions to perform domain-specific research and analysis by integrating internal and external data sources.
Custom-Trained Financial Language Models: Large language models trained on professionally labeled financial data to meet the standards of top financial analysts.
AI Agents for Financial Workflows: Autonomous AI agents that perform financial research tasks such as company analysis, precedent transaction search, and industry report generation.
Enterprise Security and Governance Features: Security and governance controls including end-to-end encryption, role-based access, audit trails, and customizable policies for enterprise deployment.
Felix: Felix is Rogo’s AI product for high finance that automates complex, long-term investment banking workflows.
Funding rounds
Series D · $160M · (2026-04-29) · Lead: Kleiner Perkins
Series C · $75M · (2026-01-28) · Lead: Sequoia Capital
Series Unknown · (2025-10-28) · Lead: Sequoia Capital
