An agentic AI platform for financial analysis and research.
Rogo is an enterprise tool for regulated financial institutions, not a consumer product, and it is not financial advice; every output requires professional human review before it informs any decision. It has raised significant venture funding and signed major institutional customers, which lends credibility, but pricing is bespoke and adoption typically involves security review and procurement. Evaluate it as a productivity layer for analysts rather than an autonomous decision-maker.
Rogo is an agentic AI platform built for finance professionals at investment banks, private equity firms and asset managers. Its AI agent, Felix, automates analytical work such as reading filings, transcripts and market data to produce research, comparables and memos, grounded in institutional-grade sources. It is an enterprise product with custom pricing, aimed at augmenting analysts rather than providing financial advice.
Rogo is an enterprise AI platform purpose-built for finance, targeting investment banks, private equity firms, hedge funds and asset managers. Rather than a general chatbot, it offers agentic workflows that can read filings, transcripts, market data and internal documents, then produce analysis, comparable-company work, memos and research outputs. Its AI agent, Felix, is central to automating the repetitive analytical grunt work that consumes junior analysts' time. The company has scaled quickly and raised substantial capital, positioning itself as an institutional-grade tool rather than a retail research product. Because it is aimed at regulated financial institutions, Rogo emphasizes data security, permissioning and grounding answers in verifiable sources, and it partners directly with financial institutions and data providers. Rogo competes with a wave of finance-specific AI tools and with in-house builds at large banks. Pricing is enterprise and not publicly listed. Buyers should evaluate it as a productivity layer for professional analysts, with appropriate human review of all outputs, rather than as a source of financial advice.
Rogo is an agentic AI platform for finance professionals, automating analysis and research for investment banks, private equity and asset managers. Its agent, Felix, reads filings, transcripts and market data to produce analysis grounded in verifiable sources. It has raised over $300 million and signed major institutional customers. Pricing is enterprise and custom, and it is a productivity tool, not financial advice.
Rogo (rogo.ai) is an enterprise AI company building agentic tools for the financial services industry, led by co-founder Gabriel Stengel.
It serves regulated institutions, investment banks, private equity firms, hedge funds and asset managers, and has opened international operations including a London office.
Rogo's platform centers on its AI agent, Felix, which automates analytical work: reading filings, transcripts and market data, building comparable-company analysis, and drafting memos and research. It emphasizes grounding outputs in verifiable sources.
Built for regulated environments, it stresses data security, permissioning and enterprise integration with market-data providers and internal document systems.
Investment banks, private equity firms, hedge funds and asset managers seeking to automate analyst-level research and analysis under enterprise security controls.
Analysts and associates at banks, PE firms and asset managers who run financial analysis and research.
Heads of technology, innovation or research and procurement teams at financial institutions.
CIOs, security and compliance teams, and senior partners evaluating AI adoption.
A regulated financial institution seeking to automate analyst-level research with an enterprise-grade, source-grounded AI platform.
Rogo raised a $75 million Series C in January 2026 (led by Sequoia Capital at a reported $750 million post-money valuation) and a $160 million Series D in April 2026 (led by Kleiner Perkins), bringing total funding to over $300 million. Investors include Sequoia, Thrive Capital, Khosla Ventures, Tiger Global and J.P. Morgan Growth Equity Partners, among others.
It is designed for finance professionals at investment banks, private equity firms, hedge funds and asset managers, not for individual retail investors.
No. Rogo is a productivity and analysis tool; its outputs are not financial advice and require professional human review before informing any decision.
Felix is Rogo's AI agent that automates analytical tasks such as reading filings and transcripts, building comparables and drafting research.
Pricing is enterprise and custom, based on seats, deployment and integrations, and is not published publicly.
As a tool for regulated institutions, it emphasizes data security, permissioning and grounding answers in verifiable sources, with enterprise controls.
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