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Hebbia vs Rogo

Pricing, features, platforms and who each one suits — side by side.

HHebbiaContact for pricingVisit site
RRogoContact for pricingVisit site
VS
H

Choose Hebbia if…

  • you're in its core audience: investment firms, investment bankers
R

Choose Rogo if…

  • you're in its core audience: investment bankers, private equity and institutional investors

Side by side

Feature Hebbia Rogo
Pricing modelContact for pricingContact for pricing
Starting price——
Free plan
Free trial
API
Open source
PlatformsWebWeb
CategoryAI Investing & Stock ResearchAI Investing & Stock Research
CompanyHebbiaRogo
Based in——
Founded——
Part of——

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

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Built from each vendor's public website; we haven't tested them hands-on. Editorial policy