Rogo
Rogo is an enterprise AI platform built solely for finance. It connects to a firm's own documents and to market data providers, then produces auditable Excel models, investment memos and decks with inline citations rather than generic chatbot answers.
What is Rogo?
Rogo is an enterprise AI platform published by Rogo Technologies, Inc. of New York and built for financial institutions rather than for a general audience. It presents itself as the trusted AI partner of the world's leading financial institutions, and its whole design follows from that narrowing: language models fine-tuned on M&A advisory, hedge fund, private equity and credit work, trained on financial data labelled by practitioners rather than scraped indiscriminately.
The company reports more than 50,000 bankers and investors using the platform, over 150,000 daily queries and 350+ institutions served. Three properties separate it from a general chatbot. First, there is no knowledge cut-off: Rogo ingests millions of earnings transcripts, regulatory filings, exhibits, investor presentations and articles every day. Second, every answer carries inline citations, and when no source can be found the system declines to answer instead of guessing. Third, the accuracy claim is comparative and published: 2.42x more accurate than ChatGPT on Patronus AI's FinanceBench benchmark, and 1.8x on questions dated after 2022.
The platform sits between a firm's own systems and the financial data universe. It plugs into internal repositories such as SharePoint and CRM alongside subscribed providers including LSEG, Dow Jones, FactSet, Capital IQ, PitchBook, Preqin, Quartr and Daloopa, then produces what the company calls institutional-grade outputs: auditable Excel models, investment memos, diligence materials and slide decks.
Two components extend the core product. Felix is a personalised agent to which a task can be delegated by email, much as one would brief a colleague, and with which the deliverable is then refined; it covers decks, spreadsheets and reports across banking, private markets and public markets. Model Broker, introduced in June 2026, routes each task to the best-suited model across several providers through a proprietary agent harness, adding resilience when one provider fails.
Every deployment is bespoke, with a single-tenant option and hands-on support from former bankers and investors. Founded by Gabriel Stengel, John Willett and Tumas Rackaitis, the company is headquartered in New York, opened a London office in January 2026, has raised more than USD 325 million across five rounds and has announced the acquisitions of Rivanna, Offset, Subset and Plux. There is no self-serve access: Rogo is sold to institutions only.
What it does
- Query the firm's own documents — memos, presentations, contracts — and get answers carrying inline citations
- Build auditable Excel models and spread comparables
- Draft investment memos, diligence materials and slide decks
- Search market data, regulatory filings, earnings transcripts and external research in a single query
- Prepare client meetings and profile listed or private companies
- Automate recurring, firm-specific financial workflows
- Delegate a full task to the Felix agent by email and iterate on the deliverable
When to use Rogo / When not to
A quick filter to help you decide if Rogo is the right fit.
When to use Rogo
- Investment banking teams — analysts, associates and capital markets desks building comparables, company profiles and pitch materials against deadlines; Truist Securities, Nomura, Baird, Lazard, Rothschild & Co and Jefferies are named as clients.
- Private equity and private-markets investors running diligence, sponsor overviews and secondaries work, including boutiques such as Harbor View and Taureau Group.
- Public-markets and equity research analysts who need earnings comparisons, transcript work and sourced answers on listed companies without a knowledge cut-off.
- Credit, risk and valuation teams that must be able to show how a number was reached, thanks to inline citations and full audit trails.
- Compliance-heavy institutions sitting on large proprietary archives — memos, decks, contracts — that they want to query internally under SOC 2, ISO 27001, ISO/IEC 42001, GDPR and EU AI Act controls.
When not to use Rogo
- Individuals and small teams: there is no self-serve sign-up and no permanent free plan, only a demo request followed by a signed commercial agreement.
- Anyone who needs to know the budget before talking to a salesperson: no price is published anywhere on the site.
- Non-financial use cases: the platform is scoped to markets, deals and investment work, and nothing on the site suggests general-purpose or creative use.
- Developers hoping to build on top of it: no public API documentation, no mobile application and no browser extension are published.
- Teams needing an interface in a language other than English, and anyone under 16, whom the website privacy policy excludes.
How to use Rogo
A typical end-to-end flow, from setup to results.
- Start from the Request Demo form at rogo.com/demo — there is no self-serve sign-up and no public price list.
- Scope the deployment with the Rogo team, which is staffed with former bankers and investors.
- Optionally run a Pilot Period under the published Pilot Terms and Conditions, during which Rogo waives its typical fees for the platform.
- Sign a commercial agreement — an Order Form with negotiated pricing — to keep access beyond the pilot.
- Go through Guided Implementation, the vendor-led rollout tailored to the firm's systems and practices.
- Connect internal sources such as SharePoint and CRM, plus the data provider subscriptions the firm already holds.
- Configure governance before opening access: granular permissions, role-based access, audit trails and policies.
- Have users log in at tryrogo.com.
- Work day to day through the conversational interface, the professional prompt library, the AI table interface and firm-specific workflows.
- Delegate longer assignments to Felix, in the product or by email, then iterate with it on the deliverable.
Pros & Cons
Pros
- Real finance specialisation rather than a thin vertical wrapper: models fine-tuned for M&A, hedge funds, private equity and credit, trained on practitioner-labelled data, with former bankers and investors on staff.
- Traceability by design: every answer carries inline citations and Rogo declines to answer when it cannot find a source.
- An unusually deep compliance stack for a company of this age — SOC 2, ISO 27001, ISO/IEC 42001:2023, GDPR, CCPA, announced EU AI Act compliance — backed by a Security Advisory Board of finance and cloud CISOs.
- A clear commitment never to train on customer data, supported by siloed environments and a single-tenant option.
- Data Processing Agreement, Service Level Agreement, enterprise Terms & Conditions and Pilot Terms all published in full, which is rare in this segment.
- Deep integration with professional financial data providers and with the firm's own systems.
- Financial solidity and checkable references: more than USD 325 million raised over five rounds, a USD 160 million Series D in April 2026, and named clients including Truist Securities, Nomura, Baird, Lazard and Jefferies.
Cons
- No public pricing whatsoever: the budget only surfaces in a sales conversation.
- No individual access and no permanent free plan; even the pilot already presupposes an Order Form.
- Scope restricted to financial institutions — outside that perimeter the product is simply not sold.
- No documented public API, no mobile application and no browser extension.
- No hosting country or region is published, and the subprocessor list the DPA points to lives behind trust.rogo.ai, which is not reachable without authentication.
- The published privacy policy covers the website only: the rules applying to client data sit in private contracts, and the company designates no EU Article 27 representative despite its London office.
- No public support address — the only visible channels are the demo form plus a sales and a press mailbox — and no interface language other than English is announced.
Pricing & Plans
There is no permanent free plan and no published price point: the site carries no pricing page, and no starting amount, currency or billing unit is disclosed. Access begins with a demonstration request and is then set out in a negotiated Order Form defining the Subscription Period and any Renewal Subscription Period. A Pilot Period may precede it, governed by published Pilot Terms and Conditions under which Rogo waives its typical fees for the platform; continuing beyond the pilot requires a commercial agreement upon terms, conditions and pricing to be agreed between the parties. Contractual liability during the pilot is capped at USD 100,000.
- a single published route
- Request Demo
- leading to a negotiated Order Form.
- Pilot Period — evaluation phase governed by the published Pilot Terms and Conditions
- with Rogo's typical platform fees waived for the duration set in the Order Form.
- Commercial agreement — a Subscription Period defined in the Order Form
- followed by renewable Renewal Subscription Periods.
- Deployment options quoted case by case
- including Single Tenant Deployment and a bespoke rollout for each firm.
Data, GDPR & hosting
A consolidated view of how Rogo handles your data.
GDPR overview
GDPR is addressed concretely rather than in passing. A GDPR badge appears on the homepage and security page alongside SOC 2, CCPA, ISO 27001 and EU AI Act. The privacy policy lists rights under the EU GDPR, the UK DPA 2018 and several US state laws: access, rectification, erasure, restriction, objection, portability, opt-out and appeal, with a free first copy and a response within roughly one month (45 days under US state laws), extensions permitted. EU enquiries go to the Rogo Legal Team, legal@rogo.ai, with an identical block for the UK; privacy@rogo.ai handles general requests. Escalation routes are named: the ICO, the EDPB and US state attorneys general. A published DPA covers GDPR, UK, US state, GLBA, NYDFS, APPI, Australian and Swiss law, with SCCs and the UK Transfer Addendum. No Article 27 EU representative is designated.
Who owns the data?
Rogo Technologies, Inc. claims no ownership of client content. Its published privacy policy governs the marketing website only; personal data processed through the enterprise products is covered by separate written agreements with each firm. Under the public Data Processing Agreement the customer is the controller and Rogo acts as processor, described as the "Provider". Client data is held in siloed environments isolated from other customers' data, with granular permissions, role-based access and complete audit trails. At the end of the contract Rogo returns or deletes personal data, except where law requires retention. The detailed commercial terms remain contractual and are not disclosed publicly.
Reuse rights
Data collected through the website is used to operate the site, correspond with visitors, meet legal obligations, protect security and resolve disputes. Rogo states that it never uses private client data to train or update its models, and that personal data collected through the website — free-form text inputs included — is not used to develop or train its AI or machine-learning models, large language models among them. No sensitive personal data is collected via the site. Essential, analytics and advertising cookies are set; the Global Privacy Control signal is honoured while "Do Not Track" is not, and advertising cookies may count as a "sale" or "share" under US state privacy laws, with an opt-out offered. Whether a client firm may freely reuse the platform's outputs is not addressed in any public document: that question is settled in the written agreement signed with each institution.
Data retention & training
Hosting summary
No hosting country or region is published. The security page speaks only of modern cloud infrastructure, with data stored in siloed environments isolated from other customers' data and encryption claimed both at rest and in transit. A Single Tenant Deployment option is offered to firms with specific infrastructure requirements. The Data Processing Agreement does not name storage locations either: it defers subprocessor identities, functions and locations to the trust.rogo.ai portal, which is not publicly reachable. International transfers are covered contractually by the Standard Contractual Clauses and the UK Transfer Addendum annexed to the DPA, which also references US state privacy laws, GLBA, GDPR, NYDFS, APPI, Australian and Swiss rules. A technical observation made outside the site — both rogo.com and rogodata.com are served through Amazon CloudFront edge nodes — says nothing about where data is actually stored. Rogo Technologies, Inc. is a US company headquartered in New York, so US jurisdiction applies by default in the absence of any published regional commitment.
Where Rogo works
Country-level availability.
Not available in
Things to keep in mind
Risks and trade-offs to weigh before adopting Rogo.
- No public pricing: the budget is only discoverable in a commercial meeting, which makes independent comparison impossible before engaging.
- The published privacy policy does not cover the enterprise platform; the rules that actually apply to client data sit in private agreements you only see once negotiation starts.
- No hosting country or region is disclosed, so data residency cannot be assessed from public material.
- The subprocessor list exists but lives behind trust.rogo.ai, which is unreachable without authentication.
- A US company in New York: transfers out of the EU rest on the Standard Contractual Clauses and the UK Transfer Addendum, with no Article 27 representative designated.
- The usage figures — 50,000+ users, 150,000+ daily queries, 350+ institutions — are self-reported and unaudited, and the 2.42x accuracy claim against ChatGPT relies on Patronus AI's FinanceBench without a dated measurement on the site.
- Inline citations make answers feel already checked; the outputs still carry a firm's name to a client, so human review before delivery remains the reader's responsibility.
Setup & Integrations
Technical difficulty
Substantial, but most of the effort sits on the vendor's side. There is no self-serve setup: each deployment is a bespoke project. Rogo provides Guided Implementation with former bankers and investors, and staffs forward-deployed banker and investor roles embedded with clients. The firm must connect internal systems such as SharePoint and CRM plus its existing data subscriptions, configure governance — granular permissions, roles, audit trails, policies — and plan a security review, which the Security Advisory Board treats as an explicit workstream. Expect a procurement and integration timeline rather than an afternoon of onboarding.
Deployment
Integrations
Behind Rogo
Fundraising
Social
Resources
All the official URLs gathered for verification and reference.
Alternatives
Tools that compete with or complement Rogo.
Frequently asked questions
What makes Rogo different from a general-purpose AI assistant?
Does Rogo have a knowledge cut-off date?
Does Rogo train its models on customer data?
Which security and compliance certifications does Rogo hold?
Is a Data Processing Agreement available?
Is the list of subprocessors public?
How much does Rogo cost?
What is Felix?
Is there an API or a mobile app?
Who publishes Rogo, and is there a minimum age?
Should you pick Rogo?
Rogo is a deliberately narrow product, and that is its main quality. Everything about it — the fine-tuned models, the daily ingestion of filings and transcripts, the inline citations, the refusal to answer without a source — is built for people who have to defend a number in front of a client or a committee. Outside a financial institution, it is simply not available.
What stands out on close inspection is the paperwork. The Data Processing Agreement, the Service Level Agreement, the enterprise Terms & Conditions and the Pilot Terms are all published in full; the certification list is unusually deep for a company this young — SOC 2, ISO 27001, ISO/IEC 42001:2023, announced EU AI Act compliance — and the commitment never to train on client data is repeated in three separate places, with a Security Advisory Board of former finance and cloud CISOs behind it. Few vendors in this category expose that much.
The counterweight is opacity exactly where a buyer needs clarity. No price appears anywhere, so the budget only emerges in a sales meeting. And two questions any procurement team will ask cannot be answered from public material: where the data is physically hosted, and who the subprocessors are — the DPA sends both to a trust portal that requires authentication.
On vendor durability the risk looks low: more than USD 325 million raised across five rounds, a USD 160 million Series D in April 2026, and client names that can be checked.
Recommended, then, to investment banks, asset managers, private equity firms and advisory boutiques with a real document estate and a security review process — provided that hosting locations, the subprocessor list and the platform's own contractual terms are obtained in writing before signing.
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