Rogo

Rogo

Bespoke AI research platform for finance

Overview

RogoData.com offers a secure generative AI platform built for elite financial institutions to accelerate research and decision-making. It combines financial-domain large language models with access to millions of internal and external documents, allowing users to search, analyze, and cite sources within a controlled environment. The platform is customized for each firm’s language and data, and is delivered through subscriptions with optional ongoing customization and support. Its goal is to save time, improve insights, and automate research workflows so teams can work faster and executives can find pivotal information quickly.

About Rogo

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

Industries

Data & Analytics

Enterprise Software

Fintech

Financial Services

Company Size

51-200

Company Stage

Series D

Total Funding

$315M

Headquarters

New York City, New York

Founded

2021

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Simplify's Take

What believers are saying

  • April 2026 Series D raised $160 million from Kleiner Perkins, Sequoia, and J.P. Morgan.
  • July 2026 Dow Jones and MT Newswires partnerships strengthen Rogo's premium market-data moat.
  • June 2026 Manhattan expansion targets 422 new jobs and more than $40 million R&D.

What critics are saying

  • Microsoft and OpenAI can bundle finance copilots into Excel faster than Rogo ships features.
  • Rogo's $2 billion valuation and heavy hiring require sustained enterprise growth through 2027.
  • A model-quality or security incident would trigger bank defections and likely kill a category leader.

What makes Rogo unique

  • Rogo embeds directly into Snowflake, Intralinks, and Dow Jones, unifying governed finance workflows.
  • Its Felix agents automate diligence, research, and memo-writing for 35,000-plus professionals.
  • Rogo specializes in finance-specific models, benchmarks, and proprietary-data security, not generic copilots.

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Funding

Total Funding

$315M

Above

Industry Average

Funded Over

7 Rounds

Series D funding is typically for companies that are already well-established but need more funding to continue their growth. This round is often used to stabilize the company or prepare for an IPO.
Series D Funding Comparison
Above Average

Industry standards

$77M
$70M
Twilio
$80M
Handshake
$100M
Affirm
$160M
Rogo

Benefits

Flexible Work Hours

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

6%

1 year growth

2%

2 year growth

3%
Rogo
Jul 21st, 2026
Announcing our partnership with Dow Jones Newswires.

Announcing its partnership with Dow Jones Newswires. Jul 21, 2026 rogo.ai is excited to announce a new partnership with Dow Jones Newswires that brings some of the most trusted sources of financial journalism directly into the Rogo platform. Clients using Rogo can now have seamless access to The Wall Street Journal, MarketWatch, Barron's, and Investor's Business Daily as part of their daily workflow through the Dow Jones Newswires GenAI Newsfeed. Instead of toggling between tools or relying on fragmented sources, teams can ground their analysis, pitches, and decision-making in the highest-quality news and market insights - right where they're already working. This collaboration underscores its vision of making Rogo the agentic operating system for global finance, where data, documents, and intelligence come together in one place. By integrating premium Dow Jones Newswires content, rogo.ai is equipping finance professionals with the context and perspective they need to move faster and make more informed decisions. And rogo.ai is just getting started. The integration of Dow Jones Newswires builds on its strategy of unifying the critical information that its customers depend on every day.

Yahoo Finance
Jul 16th, 2026
Ex-Grammarly CTO joins AI startup Rogo after $160M raise

Rogo, an AI startup building software for investment banks and asset managers, has appointed Joe Xavier as its chief technology officer. Xavier previously held the CTO position at Grammarly and engineering leadership roles at Amazon, Twitter and Microsoft. Xavier will focus on hiring engineers, accelerating product development and establishing Rogo's first San Francisco office. The company builds AI-powered tools that help financial professionals automate research, analyse data and manage workflows. Rogo raised a $160 million Series D in April led by Kleiner Perkins, with participation from Sequoia Capital, Thrive Capital, Khosla Ventures and J.P. Morgan Growth Equity Partners. The platform now serves more than 40,000 bankers and investors. The company reports its annual recurring revenue grew quarter-over-quarter, though it declined to disclose specific figures.

IT Digest
Jul 16th, 2026
Rogo and Snowflake deepen integration to power ai-native financial workflows.

Rogo and Snowflake deepen integration to power ai-native financial workflows. Rogo, a premier AI platform engineered for financial services, has announced an expanded integration with Snowflake, the data cloud company, to deliver securely automated, AI-native workflows for investment banking, private equity, and hedge funds. This partnership enables enterprise financial institutions to safely run Rogo's domain-specific large language models (LLMs) directly over their proprietary data pools stored in the Snowflake AI Data Cloud, completely eliminating the regulatory and security risks associated with moving highly confidential financial records off-site. By leveraging Snowflake's secure infrastructure, investment analysts and portfolio managers can utilize Rogo's specialized agents to securely automate complex data processes such as compiling thematic investment memos, parsing internal expert call networks, and auditing historical underwriting files turning unstructured internal datasets into actionable market insights within seconds. Highlighting how this integration addresses the strict compliance mandates required to bring generative intelligence to Wall Street, Gabe Rissman, Co-Founder and CEO of Rogo, stated: "Financial institutions sit on vast mountains of proprietary data, but security concerns have historically limited their ability to leverage generative AI. By deepening our integration with Snowflake, we are unlocking the full potential of this data. Firms can now deploy Rogo's finance-specific AI agents directly where their data lives, accelerating complex workflows like investment screening and market research while maintaining the gold standard of data privacy." As financial enterprises continue to embrace automated digital transformation, this unified architecture provides the scale, compliance, and domain precision necessary to maximize cross-departmental productivity and optimize investment decision intelligence.

Rogo
Jul 16th, 2026
Announcing Rogo's partnership with MT Newswires.

Announcing Rogo's partnership with MT Newswires. rogo.ai is pleased to announce a partnership with MT Newswires, an original-source provider of real-time, multi-asset-class global financial news that now flows directly into the workflows finance professionals run on Rogo every day. MT Newswires produces more than 2,000 original stories daily across 180+ categories, with real-time reporting spanning over 45,000 global equities. Every story is ticker tagged and category coded. That coverage now surfaces inside Rogo, so professionals can pull the latest news on a company, screen developments by date, and ground their analysis in intraday reporting without leaving their working environment. Because each story is ticker tagged, Rogo connects a headline straight to the company you are researching and folds it into the same workflow as your models, filings, and internal knowledge. As its customers grow, the range of data they rely on grows with them, and premium real-time news is a natural next step in surfacing trusted sources directly in Rogo. "This partnership allows us to expand our footprint into another platform trusted by finance professionals, putting our original-source reporting directly in front of the analysts and portfolio managers who rely on it most," said Weston Walker, Global Head of Sales and Partnerships at MT Newswires. "Rogo's focus on building the tools finance teams actually use every day made it a natural fit for bringing our coverage to a new audience." This integration will be available to Rogo customers as part of its growing ecosystem of financial data partners. Learn how Rogo can help your firm. Request Demo More posts

PR Newswire
Jul 15th, 2026
Rogo and Snowflake extend integration to power AI-native finance workflows with secure data governance

Rogo has integrated with Snowflake's managed Model Context Protocol server, allowing financial institutions to use AI agents on their Snowflake data without it leaving their security environment. The integration addresses a key challenge: applying AI tools to proprietary information whilst maintaining governance controls. Financial institutions can now process their Snowflake data once and make it queryable through Rogo's agents, eliminating the need for separate infrastructure or data pipelines. The integration maintains existing security measures, including role-based access and data masking, with authentication using OAuth 2.0. "Financial institutions already rely on Snowflake as their data foundation," said Strib Walker, head of product at Rogo. "By connecting to it through the MCP server, we let firms put their own proprietary data to work inside Rogo's intelligence system — securely, and with the governance their teams already trust." The Snowflake MCP integration is available now.

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