Rogo

Rogo

Rogo is an AI platform built specifically for financial institutions. It automates complex finance workflows, integrating directly with a firm's systems (like SharePoint, CRM) and financial data sources (market data, filings, research) to execute end-to-end tasks across deals and investments. The platform generates institutional-quality outputs, such as auditable Excel models, investment memos, diligence materials, and slide decks, aiming to increase efficiency and free up bankers to focus on client relationships and strategic work. It is designed for enterprise deployment with a bespoke, partnership-driven implementation model.

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Added on
Sep 21, 2026
Finance AIWorkflow AgentsEnterprise SecurityBespoke Deployment
Product information

Everything worth knowing about Rogo

The complete picture — from everyday features to the technical detail builders and IT folks dig for.

Core features

What it actually does

Finance-First AI Agents
Agents that understand financial workflows and execute end-to-end work across deals and investments.
Deep System Integration
Embedded directly into your firm's systems and data, from SharePoint and CRM to market data, filings, research, and proprietary sources.
Institutional-Grade Outputs
Produces auditable Excel models, investment memos, diligence materials, and slide decks to institutional standards.
Bespoke Enterprise Deployment
Every deployment is custom, paired with white-glove partnership and change management led by ex-finance professionals.
Technical capabilities
Secure by Design
Built for enterprise with compliance to SOC2, CCPA, ISO 27001, GDPR, and EU AI Act.
Must watch videos
Building the Intelligence Layer for Wall Street (Rogo CEO)
13:29
Tutorial13:29
Building the Intelligence Layer for Wall Street (Rogo CEO)
AI agents are coming to one of the most demanding verticals of all: Wall Street. Gabriel Stengel, co-founder and CEO of Rogo, shares how his team is building the intelligence layer for Wall Street — replacing Excel-driven 3AM workflows with AI-native systems. In this talk, Gabe explores: * The absurd bottleneck: $50B M&A deals limited by 22-year-olds with Excel * Why finance requires purpose-built AI (vertical prompts, compliance, integrations) * How auditability = usability when deploying AI in regulated domains * Model training vs. great engineering tradeoffs in real-world agents * Lessons from deploying to tens of thousands of bankers and investors Subscribe for more deep dives with AI founders building at the frontier. Rogo Website - https://rogo.ai X/Twitter - https://x.com/rogoai Gabriel Stengel LinkedIn - https://www.linkedin.com/in/gabestengel X/Twitter - https://x.com/gabestengel HOSTED BY: FIRSTMARK Website - https://firstmark.com X/Twitter - https://twitter.com/FirstMarkCap Matt Turck (Managing Director) LinkedIn - https://www.linkedin.com/in/turck/ X/Twitter - https://twitter.com/mattturck This session was recorded live at a recent Data Driven NYC, our in-person, monthly event series. If you are ever in New York, you can join the upcoming events by following FirstMark on Luma: https://luma.com/firstmarkcap Check out the MAD Podcast: Spotify - https://open.spotify.com/show/7yLATDSaFvgJG80ACcRJtq Apple - https://podcasts.apple.com/us/podcast/the-mad-podcast-with-matt-turck/id1686238724
The Secure AI Platform Purpose-Built for High Finance: Rogo
0:38
Tutorial0:38
The Secure AI Platform Purpose-Built for High Finance: Rogo
Finally, an AI that thinks like a banker. General-purpose AI isn't enough for the complexities of modern investment banking, private equity, and hedge funds. You need a platform that understands the nuances of specialized reasoning, global markets, and proprietary data. Meet Rogo: The purpose-built financial intelligence platform running on Google Cloud. Designed specifically for analysts and senior dealmakers, Rogo streamlines the most intensive parts of your workflow—from auditable research to dynamic financial modeling. We don’t just help you "chat" with data; we empower you to analyze, model, and generate new ideas with enterprise-grade security you can trust. Key Benefits of the Rogo Platform: -Specialized Reasoning: Expert-trained models built for the language of high finance. -Unified Intelligence: Seamlessly integrate global market data and your firm’s proprietary data. -Auditable Research: Get precise answers with clear, traceable sources. -Dynamic Modeling: Move beyond text to generate complex financial models instantly. -Enterprise Security: Built on Google Cloud to ensure your data stays private and secure. Stop settling for general tools. Use the AI analyst that was built for the deal. Start your journey at: https://rogo.ai #FinancialAI #InvestmentBanking #PrivateEquity #HedgeFunds #FinTech #RogoAI #GoogleCloud #FinancialModeling
Will This Next Billion-Dollar AI Startup Replace Wall Street Bankers?
22:34
Tutorial22:34
Will This Next Billion-Dollar AI Startup Replace Wall Street Bankers?
Join Forbes' Assistant Managing Editor Katherine Schwab in a captivating discussion with Gabriel Stengel, CEO of Rogo, an innovative company bringing cutting-edge AI to Wall Street recently named a Forbes Next Billion-Dollar Startup. As a former M&A banker himself, Gabriel offers unique insights into how AI is poised to transform the finance industry. Will these powerful tools replace the roles of human bankers, or are they paving the way for a new era of financial work? Dive into the conversation to explore the shifting landscape of Wall Street. Read the full story on Forbes: https://www.forbes.com/sites/amyfeldman/2025/08/12/next-billion-dollar-startups-2025/ Subscribe to FORBES: https://www.youtube.com/user/Forbes?sub_confirmation=1 0:00 - Introduction: Meet Rogo, the AI Analyst for Wall Street 0:52 - Why Rogo is Better Than ChatGPT for Finance 1:52 - How Our AI Connects to Wall Street's Data 2:38 - My Journey: From M&A Banker to AI Founder 4:26 - Will AI Replace Junior Bankers? 5:29 - The Evolution of AI in Finance: From 'Gibberish' to Genius 7:06 - Can We Solve the AI Hallucination Problem? 8:36 - The 24-Hour Pitch Deck: A New AI-Powered Workflow 10:00 - What It Was Like Starting an AI Company Before ChatGPT 11:34 - The 'Magic Moment' We Found Product-Market Fit 13:30 - Our Business Model: From AI Co-pilot to Full Work Product 15:02 - Our Advantage Over Big Banks' Internal AI Tools 16:29 - Will AI Create a Training Problem for Junior Bankers? 18:03 - The 10-Year Vision: How AI Will Transform Wall Street Fuel your success with Forbes. Gain unlimited access to premium journalism, including breaking news, groundbreaking in-depth reported stories, daily digests and more. Plus, members get a front-row seat at members-only events with leading thinkers and doers, access to premium video that can help you get ahead, an ad-light experience, early access to select products including NFT drops and more: https://account.forbes.com/membership/?utm_source=youtube&utm_medium=display&utm_campaign=growth_non-sub_paid_subscribe_ytdescript Stay Connected Forbes newsletters: https://newsletters.editorial.forbes.com Forbes on Facebook: http://fb.com/forbes Forbes Video on Twitter: http://www.twitter.com/forbes Forbes Video on Instagram: http://instagram.com/forbes More From Forbes: http://forbes.com Forbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.

Who uses it

Real use cases, no hype
Financial Modeling & Analysis
Generate auditable Excel models and investment memos from complex data.
Investment Due Diligence
Compile diligence materials and slide decks for deals and investments.
Market Research Synthesis
Analyze market data, filings, and research to identify opportunities.
Workflow Automation
Execute end-to-end work across deals and investments with AI agents.
Data Integration & Analysis
Connect to internal systems (CRM, SharePoint) and external financial data.
Productivity Enhancement
Save time for bankers, reduce risk, and improve work-life balance.
What's great
  • Purpose-built for finance, not generic AI
  • Produces real institutional outputs (models, memos, decks)
  • Embedded into existing firm systems (SharePoint, CRM, data)
Technical strengths
  • Domain-trained on financial workflows and data
  • Bespoke deployments with ex-finance change management
  • Enterprise-grade security (SOC2, ISO 27001, GDPR)
Where it falls short
  • Opaque model architecture and training data details
  • Requires bespoke deployment, no self-serve option
  • Focused on finance, not general-purpose coding or tasks
Technical limitations
  • Unclear on exact integration methods (API, webhooks, etc.)
  • Proprietary platform, no open-source or local deployment
  • Limited transparency on agent action logging/auditability
For technical folks

The deep-dive specs

FAQ

Includes technical Q&A
Rogo is built specifically for finance workflows by ex-bankers. It doesn't just answer questions; it executes end-to-end work like a junior analyst, producing institutional-grade outputs, unlike generic models.

Traffic Insights

Monthly Visits

—

October 2026

Growth Rate

0%

vs last month

Dominance

0%

in Productivity

Top Country

—

Top Countries Breakdown

—

Growth Trend

Stable

Traffic has remained stable.

Pricing overview
Paid Pricing

Rogo Pricing

Rogo uses a paid pricing structure. Real-time rates, custom enterprise quotas, and plan details are managed directly on their official platform.

Check Pricing on Rogo
Reviews

What the internet actually thinks

Data refreshed weekly. No paid placements.

Trustpilot
Not reviewed yet
G2
G2
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Capterra
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Product Hunt
Not reviewed yet
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