Hebbia vs Rogo
Pricing, features, platforms and who each one suits — side by side.
Choose Hebbia if…
- you're in its core audience: investment firms, investment bankers
Choose Rogo if…
- you're in its core audience: investment bankers, private equity and institutional investors
Side by side
Key features
H Hebbia
- Max, an AI analyst for finance workflows
- Matrix grid for running research across many companies
- Integrations with SEC filings and earnings transcripts
- Connectors for FactSet, S&P Capital IQ, PitchBook, Preqin
- Connects to SharePoint, OneDrive, Box, Dropbox, Snowflake, Databricks
- Generates outputs such as PowerPoint presentations
- Shared projects and files for deal teams
R
Rogo
- Hundreds of purpose-built financial agents
- LBO model review
- Precedent deal searches
- Integrations with OneDrive, SharePoint, Salesforce and DealCloud
- FactSet and PitchBook data connections
- Shared firm knowledge built from user context
- Onboarding support from former bankers and investors
- SOC 2 Type II, ISO 27001 and ISO 42001 compliance
Plans and prices
From each vendor's site. Prices change — confirm before buying.
Hebbia
Contact for pricing. Plan details aren't published.
Rogo
Contact for pricing. Plan details aren't published.
Strengths and limitations
Hebbia
- Wide set of financial data integrations, including FactSet, Capital IQ and PitchBook
- Connects to enterprise storage such as SharePoint, Box and Snowflake
- Built-in collaboration for deal teams
- No public pricing; access is through a demo request
- No self-serve free plan or trial mentioned
Rogo
- Connects to finance systems including FactSet, PitchBook, DealCloud and Salesforce
- Lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR and CCPA compliance
- Onboarding support from former bankers and investors
- Used by more than 450 institutions, according to the company
- No public pricing; sales demo required
- No free plan or trial listed
- No public API or mobile app mentioned
More comparisons
Other options to consider
Stock research, analyst articles, quant ratings and market news for investors
A

AI market intelligence across filings, broker research and expert calls
K
AI research agents and stock-picking tools for individual investors
IAI stock picks, trading strategies and market analysis for retail investors

AI stock picks, trading strategies and market analysis for retail investors
T

Charting, screening and market data platform for traders and investors
KMarket research, portfolio analytics and client reports for investors and advisors

Market research, portfolio analytics and client reports for investors and advisors
Built from each vendor's public website; we haven't tested them hands-on. Editorial policy
