Apr 30, 2025
At Rogo, our mission is clear and ambitious: to create Wall Street’s first AI analyst by building large language models that truly understand finance.
We are thrilled to announce our $50M Series B led by Thrive Capital, joined by new investors J.P. Morgan Growth Equity Partners, Tiger Global, and Patrick O’Shaughnessy’s Positive Sum Ventures. We are grateful for the continued support of existing investors Khosla Ventures, BoxGroup, AlleyCorp, and others. This round brings Rogo’s total funding to $75M.
Finance is about more than efficiency—it’s about seeing what others cannot. Wall Street’s best analysts pair hard data with creativity and ruthless clarity of thought. That’s the bar we’ve set for Rogo.
We’re still very early. While today's models are slowly mastering routine tasks, we’re still miles from our ultimate vision of a true AI analyst. Yet, the early results our clients are seeing are profound. As Patrice Maffre, International Head of Investment Banking at Nomura, says:
“Our strategic integration of Rogo is going to transform 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
We’ve learned firsthand that generic AI tools fall short in high finance—value comes from specialization, which is why each deployment of Rogo is bespoke. We must understand the nuances of the most sophisticated financial firms. This requires security, partnership, and trust. We’re deeply grateful to our pioneering clients like Lazard, Moelis, Tiger Global, GTCR, Nomura, Raymond James, and Siris Capital whose expert perspectives continually sharpen our product and push us forward.
Sophisticated clients require exceptional service, which is why from day one, we made it our mission to hire the best. Our talent-dense, small team includes former Gemini AI researchers, Citadel quants, and Blackstone investors, all singularly obsessed with teaching AI to think, reason, and analyze like Wall Street’s sharpest minds. With this unique intersection of elite AI talent, deep financial expertise, and relentless execution, Rogo is uniquely positioned to deliver Wall Street’s first true AI analyst.
With this funding, we are accelerating our investment in next-generation, secure financial reasoning models and autonomous agents — intelligence that seemed impossible only a few years ago. If you're an engineer inspired to tackle frontier AI challenges in finance, we'd love to talk. And if you’re at a financial institution determined to become AI-first, let us show you what's possible.
Thank you to our investors, our amazing clients, and above all, our exceptional team.
We’re just getting started!
Gabe Stengel
CEO, Co-Founder
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