Rogo: Building AI Agents for Finance
Rogo develops AI software for investment banks, private equity firms, asset managers, and other financial institutions. Its platform helps finance professionals research companies, analyze financial data, build models, and work through complex financial workflows.
Visit rogo.ai ↗Basic Information
| Field | Detail |
|---|---|
Company Name | Rogo |
Category | Artificial Intelligence / Fintech |
Subcategory | AI Agents for Financial Workflows |
Founded | 2022 |
Headquarters | New York, United States |
Stage | Late-stage private company |
Latest Funding | $160 million Series D · April 2026 |
Latest Reported Valuation | Approximately $2 billion · April 2026 |
Co-founder & CEO | Gabe Stengel |
Co-founder | John Willett |
Customers | More than 350 firms and 50,000+ professionals, according to company-reported figures |
Website | rogo.ai ↗ |
What Rogo Does
Rogo provides AI tools for financial professionals. The platform supports research, financial analysis, company comparisons, modeling, and the preparation of materials used in investment banking and investment management.
Key Capabilities
- AI-assisted financial and company research
- Support for financial modeling and analysis
- Research workflows for transactions and deal preparation
- Connections to financial data and research providers
- Enterprise-oriented controls and workflow integration
- AI agents designed for multi-step finance tasks
Why It Matters
Financial teams spend substantial time reviewing documents, collecting data, preparing models, and building presentations. Rogo is designed to reduce manual work while keeping AI tools aligned with the data and processes used by finance professionals.
Rogo at Scale
50,000+
Professionals
Rogo has reported that more than 50,000 finance professionals use its platform.
350+
Firms
The company reports deployments across more than 350 firms, including organizations in financial services.
$160M
Series D
The April 2026 round was led by Kleiner Perkins and brought Rogo’s reported total funding above $300 million.
Enterprise Momentum
Financial Institution Investors
In September 2026, Rogo announced strategic investment from financial institutions including Barclays, BNP Paribas through Opera Tech Ventures, Citi Ventures, MUFG Innovation Partners, and Société Générale. The investment amount was not disclosed.
Financial Data Integrations
Rogo has announced integrations involving providers such as S&P Capital IQ, PitchBook, Crunchbase, Preqin, and Fitch Solutions, helping bring financial information into its workflows.
Expansion of AI Agents
Rogo is developing its platform beyond question-and-answer assistance toward AI agents that can support multi-step tasks across financial research and other institutional workflows.
Funding Journey
2024
Seed
$7M
Early funding to develop AI tools for financial professionals.
October 2024
Series A
$18.5M
Led by Khosla Ventures.
April 2025
Series B
$50M
Led by Thrive Capital.
2026
Series C + D
$235M
$75M Series C followed by a $160M Series D; reported valuation reached approximately $2 billion.