Purpose-built financial AI connected to all your data. Find, create, and automate anything.
Trusted by leading financial institutions.
SEC Filings
Transcripts
Real-time Web
Internal Files
Market Data
Presentations
News & media
… more
Rogo is the secure, enterprise-ready AI platform for investment banks and private equity investors — making firms smarter, uncovering deal-winning insights, and automating core workflows.
Better quality work, faster.
Conduct research, make data-driven decisions, and produce smarter materials in minutes — not days.
LLMs fine-tuned for finance
Work with an AI tool that has financial services in its DNA. Rogo’s proprietary financial AI adapts to understand the language and data of your firm.
All your data in one place
Rogo searches, analyzes, and cites across millions of documents — including your proprietary internal content and our extensive library — saving you hours of manual digging.
Focus on the important work
Use a suite of productivity tools to supercharge your work. Spend less time on manual tasks, let your junior team members focus on higher-value work, and empower executives to answer their own questions.
$200B AUM Independent Investment Bank
"It would take up to two weeks for me to get up to date on all the information that Rogo provided instantly."
$300B AUM Asset Manager
"The most important feature for me is the fact that I just trust the information… I used GPT a lot in the day-to-day of my previous job, but Rogo is infinitely better."
Boutique Advisory Bank
"Rogo is so good at the basic tasks, I don’t even need to ask someone else to do it. It might take me ten minutes to even explain my questions to an analyst. This is tremendous time compression."
Leading NYC-Based Independent Bank
Search
01 / 04
Find & understand information.
Search all your internal data as well as our extensive library of over 65 million high-quality sources, including market research reports, SEC and international filings, transcripts, live news, and private company information.
Analyst
02 / 04
Ask financial research questions.
Analyze datasets to generate instant, accurate answers, supported by auditable citations
Workflows
03 / 04
Automate full workflows.
Create highly specialized workflows to save time on redundant tasks like slide creation, meeting prep, document summary, and more.
Platform
04 / 04
Do weeks of work.
In minutes.
Create well-researched reports that would normally take analysts weeks. Save time on a first draft and go deeper with market research than you ever previously could.
You wouldn't outsource your analyst. Don't outsource your AI analyst.
Rogo offers a suite of modular, customizable tools that seamlessly integrate into your firm’s unique workflows.
Enterprise Security
Rogo keeps your data, models, and knowledge secure with enterprise-grade security and adherence to industry best practices and compliance standards. Protect your data and people with the only end-to-end encrypted Generative AI research engine on the market.
Client prompts & data are never used for training
Completely isolated firm-specific data storage
Regularly audited & tested by third-party security specialists
Compliance & Governance
Rogo offers complete insight into your firm's operations. Track queries, file uploads, asset generation, content, and data access by analyst, team, and more. Gain precise control over data access and usage.
When benchmarked against ChatGPT on financial questions.
Rogo answers are preferred 97% by bankers when compared to ChatGPT.
More indexed financial files than any other AI platform.
Data
All the data you need in one place
Rogo indexes hundreds of millions of public and private data files and ingests them into our proprietary enterprise knowledge graph.
Our sources
Your sources
Custom Integrations