Rogo

Rogo

Generative AI platform for financial services

About Rogo

Simplify's Rating
Why Rogo is rated
B-
Rated C on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Data & Analytics

AI & Machine Learning

Financial Services

Company Size

11-50

Company Stage

Series B

Total Funding

$80M

Headquarters

New York City, New York

Founded

2021

Overview

Rogo offers a generative AI platform designed for the financial services sector, helping institutions like investment banks and hedge funds automate research and analysis tasks. The platform integrates with both internal content and an extensive external library, allowing users to search and analyze millions of documents quickly. Unlike competitors, Rogo tailors its system to meet the specific needs of each client, combining large language models with financial expertise for comprehensive workflow automation. The goal is to enhance productivity by reducing manual research time and enabling faster access to critical insights.

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Simplify's Take

What believers are saying

  • Growing demand for AI-driven decision-making tools supports Rogo's market potential.
  • Rogo's tailored approach aligns with the trend towards personalized AI solutions in finance.
  • The platform enhances productivity by automating financial document creation, like pitch decks.

What critics are saying

  • Competitors may develop more advanced AI platforms, challenging Rogo's offerings.
  • Financial institutions might prefer in-house AI solutions, reducing demand for Rogo.
  • Increased AI regulation could impose compliance costs and operational challenges for Rogo.

What makes Rogo unique

  • Rogo offers a bespoke AI system tailored for financial services firms.
  • The platform integrates proprietary internal content with extensive external libraries for analysis.
  • Rogo automates research, reducing manual tasks and enhancing decision-making efficiency.

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Funding

Total Funding

$80M

Above

Industry Average

Funded Over

4 Rounds

Notable Investors:
Series B funding is typically for startups that have proven their business model and need more funding to expand rapidly—often by entering new markets or adding more products. Investors are usually venture capital firms that specialize in later-stage investments.
Series B Funding Comparison
Above Average

Industry standards

$35M
$45M
Linktree
$50M
Rogo
$65M
Substack
$100M
ClickUp

Benefits

Flexible Work Hours

Remote Work Options

Company News

Fintech Boost Up
May 5th, 2025
Rogo Raises $50M Series B to Scale AI-Powered Finance Platform

Rogo has announced a $50 million Series B funding round, led by Thrive Capital with participation from J.P. Morgan Growth Equity Partners, Tiger Global, and Positive Sum Ventures.

Rogo
May 2nd, 2025
Rogo Raises $50M Series B from Thrive Capital, J.P. Morgan, and Tiger Global to Build Financial AI - Rogo | Generative AI for Financial Firms

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.

SL Guardian
May 1st, 2025
Rogo Secures $50M from Thrive Capital

Rogo, an AI start-up, secured $50M in Series B funding led by Thrive Capital, boosting its valuation from $80M to $350M. Founded by Gabriel Stengel, Rogo aims to automate junior investment bankers' tasks with an AI assistant. Already used by firms like Moelis and Nomura, Rogo is part of Wall Street's tech race. The tool reduces task time from days to minutes, prompting a rethink of analyst roles. The industry is divided on AI's impact, with some seeing it as a job enabler.

PaySpace World
Apr 30th, 2025
Rogo Raises $50 Million

Technology startup Rogo raised $50 million to build an artificial intelligence-powered Wall Street analyst.

MTS Solutions
Apr 30th, 2025
Meet your new investment banker: an AI chatbot

Recently, Rogo secured $50 million in a Series B funding round led by Thrive Capital, valuing the company at $350 million[^1].

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