For the most ambitious firms in finance
For the most ambitious firms in finance
Rogo is the trusted AI partner to the world’s leading financial institutions.
Rogo is the trusted AI partner to the world’s leading financial institutions.
For the most ambitious firms in finance
Rogo is the trusted AI partner to the world’s leading financial institutions.
Helping finance teams build smarter organizations
Helping finance teams build smarter organizations
Helping finance
teams build smarter organizations
“We continue to look for ways to leverage best-in-class Artificial Intelligence platforms to create more efficiencies for our teammates and deliver results for our clients. We’ve had a very successful integration with Rogo, and the relationship and strategic investment have helped boost productivity, reduce risk, and create more capacity for our bankers to focus on building relationships and driving growth.”
Tom Hackett
Chief Executive Officer, Truist Securities
"Our strategic integration of Rogo transforms how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
“Rogo saves our team’s time, results in increased consistency in deliverables, and enables senior bankers to more autonomously get the information needed to engage with clients. Additionally, it is valued by our junior bankers and contributes to enhanced work-life balance, which supports talent retention.”
Ross Williams
Chief Operating Officer, Baird Global Investment Banking
“We continue to look for ways to leverage best-in-class Artificial Intelligence platforms to create more efficiencies for our teammates and deliver results for our clients. We’ve had a very successful integration with Rogo, and the relationship and strategic investment have helped boost productivity, reduce risk, and create more capacity for our bankers to focus on building relationships and driving growth.”
Tom Hackett
Chief Executive Officer, Truist Securities
"Our strategic integration of Rogo transforms how we deliver value to clients. Rogo enables our teams to analyze market data and identify opportunities with unprecedented speed and precision, while allowing our bankers to focus more deeply on client relationships and strategic advisory."
Patrice Maffre
International Head of Investment Banking, Nomura
“Rogo saves our team’s time, results in increased consistency in deliverables, and enables senior bankers to more autonomously get the information needed to engage with clients. Additionally, it is valued by our junior bankers and contributes to enhanced work-life balance, which supports talent retention.”
Ross Williams
Chief Operating Officer, Baird Global Investment Banking
Why financial institutions
choose Rogo
Why financial institutions
choose Rogo
Why financial institutions
choose Rogo
By finance, for finance
By finance, for finance
By finance, for finance
Domain expertise is in Rogo’s DNA. Our team of former bankers and investors understands the nuance and complexity of high-finance workflows — and why generic AI chatbots break down. That’s why our platform and model are built explicitly for finance.
Domain expertise is in Rogo’s DNA. Our team of former bankers and investors understands the nuance and complexity of high-finance workflows — and why generic AI chatbots break down. That’s why our platform and model are built explicitly for finance.
Agents that understand, and act
Agents that understand, and act
Agents that understand, and act
Rogo agents don’t just answer questions. They understand financial workflows and execute end-to-end work across deals and investments — the same way your team does.
Rogo agents don’t just answer questions. They understand financial workflows and execute end-to-end work across deals and investments — the same way your team does.
Integrated into your firm & the financial data universe
Integrated into your firm & the financial data universe
Integrated into your firm & the financial data universe
Rogo is embedded directly into your firm’s systems and data, from SharePoint and CRM to the financial data platforms your team relies on – market data, filings, research, and proprietary sources.
Rogo is embedded directly into your firm’s systems and data, from SharePoint and CRM to the financial data platforms your team relies on – market data, filings, research, and proprietary sources.
Institutional-grade outputs
Institutional-grade outputs
Institutional-grade outputs
Rogo produces real institutional outputs: auditable Excel models, investment memos, diligence materials, and slide decks — built to the same standards your best people hold themselves to.
Rogo produces real institutional outputs: auditable Excel models, investment memos, diligence materials, and slide decks — built to the same standards your best people hold themselves to.
Custom deployed + partnership-minded
Custom deployed + partnership-minded
Custom deployed + partnership-minded
Every firm is different. That’s why every Rogo deployment is bespoke. Our operating model pairs enterprise-grade security with white-glove partnership, led by ex-finance professionals who act as true change-management partners.
Every firm is different. That’s why every Rogo deployment is bespoke. Our operating model pairs enterprise-grade security with white-glove partnership, led by ex-finance professionals who act as true change-management partners.
By the numbers
35,000+
35,000+
35,000+
Bankers and investors using Rogo
Bankers and investors using Rogo
50,000+
50,000+
50,000+
Daily queries sent
by users
Daily queries sent by users
250+
250+
250+
Institutions
served
Institutions served
Built for enterprise, secure by design
Built for enterprise, secure by design
Built for enterprise, secure by design
SOC2
CCPA
ISO 27001
GDPR
EU AI Act