Rogo

AI agents and research platform for investment banks and investors

Contact for pricing rogo.ai

Visit website

Own Rogo? Claim it, free to correct the facts and get the verified badge.

Pricing

Contact for pricing

Company

Rogo

Platforms

Web

What is Rogo?

Rogo is an AI platform for financial institutions that runs end-to-end financial workflows through hundreds of purpose-built financial agents. Examples include LBO model review and precedent deal searches.

The platform connects to firm systems such as OneDrive, SharePoint, Salesforce, DealCloud, FactSet and PitchBook. It turns individual preferences, relationships and knowledge into shared firm intelligence. Rogo also has a team of "Forward Deployed Bankers", former bankers and investors who work with client teams from initial setup through firmwide rollout.

Rogo is built for investment banks, investors and other financial institutions. The company says it serves more than 450 institutions and 60,000 bankers and investors, including Truist Securities, Nomura and Baird. It lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and EU AI Act compliance. Pricing is not published. Access starts with a demo request.

Key features

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

Use cases

Who it's for

Investment bankersPrivate equity and institutional investorsFinancial institutionsDeal teams

Reviewing deal models

Banking teams can use Rogo's agents to review LBO models within an end-to-end workflow.

Precedent transaction research

Bankers and investors can search for precedent deals using connected data sources such as FactSet and PitchBook.

Centralizing firm knowledge

Firms can connect SharePoint, OneDrive and CRM systems so that relationships and knowledge become shared intelligence.

Firmwide AI rollout

Institutions can deploy AI with finance-specific security controls, with Forward Deployed Bankers helping from setup to rollout.

Rogo pricing

From the vendor's site, checked Nov 2, 2026; we re-check prices monthly. Prices change — confirm on their pricing page.

Pricing is by quote: contact the vendor.

How Rogo compares

Rogo has no free plan, while 2 of the 4 alternatives below have one.

Tool	Starts at	Free plan	Free trial	API	Open source
RRogo	Quote	—	—	—	—
SSeeking Alpha	—		—	—	—	Rogo vs Seeking Alpha
AAlphaSense	Quote	—	—	—	—	Rogo vs AlphaSense
HHebbia	Quote	—	—	—	—	Rogo vs Hebbia
KKavout	$16/mo		—		—	Rogo vs Kavout

The closest alternatives in our directory by category. “Starts at” is the cheapest paid plan per month, as each vendor lists it.

Pros and cons

Strengths

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

Limitations

No public pricing; sales demo required
No free plan or trial listed
No public API or mobile app mentioned

Rogo FAQ

What does Rogo do?

Rogo is an AI platform for financial institutions. It runs financial workflows such as LBO model review and precedent deal searches using purpose-built agents.

How much does Rogo cost?

Pricing is not published. Visitors are directed to request a demo or contact sales.

What systems does Rogo integrate with?

The site lists OneDrive, SharePoint, Salesforce, DealCloud, FactSet and PitchBook.

Is Rogo secure for financial firms?

Rogo lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and EU AI Act compliance.