Rogo
Agentic AI platform for investment banks, PE and asset managers
Overview
Rogo is a finance-specific AI platform from New York's Rogo Technologies. It offers prebuilt and custom agents for research, models and decks, a Deal Room for data-room diligence, and Model Broker to govern which frontier model runs each task. It is enterprise-only and sold by demo.
Pricing
Pricing shown for reference only. These figures reflect RECATOOLS research as of 14 Oct 2026 and may be out of date or incomplete. This is not financial or purchasing advice — always confirm the current price on the provider’s official website before making any decision.
What you can produce with Rogo
- Hundreds of prebuilt finance agents plus custom and always-on agents
- Spreadsheet agents for financial models (from the Subset acquisition)
- Deal Room for data-room diligence (from the Rivanna acquisition)
- Arvo AI meeting assistant with compliance controls
- Model Broker for model-agnostic routing and spend governance
- Data integrations with S&P Capital IQ, PitchBook, LSEG, Preqin, Fitch Solutions and Third Bridge
- SOC 2 Type II, ISO 27001 and ISO 42001 controls, with no training on client data
Rogo has raised heavily, including $160M in April 2026 led by Kleiner Perkins at a reported $2B valuation, and nine global banks now sit on its cap table. Its product has moved from a finance chatbot to model-agnostic orchestration: hundreds of prebuilt finance agents, a Deal Room for diligence (bolstered by the Rivanna acquisition), spreadsheet agents and a compliance-minded meeting assistant, with Model Broker governing model choice and spend. Pricing is not published; Sacra's outside estimate is about $3,300 per seat a year.
Usage claims vary across Rogo's own pages (50,000 to 60,000 professionals, 350+ to 450+ firms). It suits banks and funds able to run a scoped pilot and compare outputs with general-purpose assistants; individual analysts and small firms have no self-serve route. Its new Singapore Asia-Pacific hub makes it newly relevant to the region's larger institutions.
What we found
Rogo builds AI software for investment banks, private-equity firms and asset managers, and its 2026 has been shaped by funding and acquisitions. Its own posts record a $75 million Series C led by Sequoia in January, with Henry Kravis and Wells Fargo joining, then $160 million led by Kleiner Perkins in April. Axios put the January valuation at $750 million, and Bloomberg and Dealroom put April's at $2 billion. In September, Barclays, BNP Paribas, Citi Ventures, MUFG and Societe Generale took strategic stakes, giving Rogo nine banks on its cap table.
The product has moved from a research chatbot toward what the company calls model-agnostic orchestration: hundreds of prebuilt finance agents, firm-built custom and always-on agents, a Deal Room for running transactions, and Model Broker, which governs which frontier model handles each task and what it costs. Acquisitions filled gaps: Subset for spreadsheet agents, Offset for learning agents, Rivanna for data-room diligence, Plux for European coverage and Arvo, a meeting assistant with compliance controls, bought in September 2026. Data partnerships include S&P Capital IQ, PitchBook, LSEG, Preqin, Fitch Solutions and Third Bridge.
Rogo's usage figures do not agree. A September post says 50,000 professionals at 350+ firms; the homepage says 450+ firms and the customers page 60,000 professionals. Named users include Rothschild & Co, Jefferies, Lazard, Baird and Truist Securities.
Pricing is not published. Sacra, a private-company research firm, estimates about $3,300 per seat per year, an outside estimate, not a quote. Rogo lists SOC 2 Type II, ISO 27001 and ISO 42001, and says it never trains models on client data.
The regional angle is real. The Edge Malaysia reported on 12 October 2026 that Rogo is making Singapore its Asia-Pacific hub and hiring there, with Nomura and Daiwa named as users in Asia. For smaller ASEAN firms the barrier is the sales-led enterprise model rather than distance, and buyers should pilot it against general-purpose assistants first.
Compiled by RECATOOLS from public sources: vendor documentation and pricing, code repositories and published reporting.
About this listing
This entry was compiled from publicly available data including Rogo's official website, press releases, documentation, and reputable third-party publications. RECATOOLS is not affiliated with Rogo unless explicitly stated.
Third-party AI tools update their pricing, features, availability, and policies frequently. Information here may be outdated by the time you read this — we make reasonable efforts to keep listings current, but cannot guarantee absolute accuracy.
For the latest details, please refer to Rogo directly →
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