Pricing
Pricing is not published on the homepage. Access is arranged through a demo request, and usage appears to be measured in credits tracked by project.
Learn moreRogo
AI agents and shared firm data built for banks and investors
Intermediate
What is Rogo?
Rogo is an enterprise AI platform for investment banks, research teams and investors. It combines financial agents, firm data connections, shared context and institutional security controls, with rollout supported by embedded former bankers.
Rogo is an AI platform aimed squarely at financial institutions. It positions itself as a partner for investment banks, equity research groups, advisory boutiques and investors that want to speed up routine analytical work without handing sensitive data to a generic assistant. The company says more than 450 firms use it, with roughly 60,000 bankers and investors sending around 200,000 queries a day. The product is organized around four ideas. The first is output: hundreds of purpose-built financial agents run end-to-end workflows, and the homepage shows examples such as reviewing an LBO model in Excel, refreshing public comps, finding precedent deals and updating a CRM opportunity stage. The second is data unification, with connections into a firm's own systems and knowledge, including tools such as OneDrive, SharePoint, DealCloud, Salesforce, FactSet and PitchBook. The third is shared context: individual preferences, relationships and know-how are turned into governed intelligence the whole firm can draw on, and credit usage can be tracked by project. The fourth is controlled deployment, with security and admin controls meant for regulated environments. Adoption is handled as a service engagement rather than a self-serve signup. Former bankers and investors, described as Forward Deployed Bankers, embed with a client team from the first day through firmwide rollout. Access starts with a demo request, and customer stories from Baird, Taureau Group and Harbor View describe how teams use it in banking, research and M&A. Security claims are prominent: SOC 2 Type II, ISO 27001, GDPR, CCPA, ISO 42001 and EU AI Act alignment are listed. Among alternatives, Rogo sits closer to enterprise finance platforms than to general chat assistants or lightweight spreadsheet copilots. It suits large and mid-sized financial firms with data integrations to wire up, and it is a poor match for individuals or small teams wanting a quick, low-cost tool to try on their own.
How do you use Rogo?
1Request a demo
Submit the demo request form to start the conversation with the Rogo team about your firm's workflows and needs.
2Review the security posture
Check the security page for certifications and controls so compliance and IT teams can assess fit before rollout.
3Read a customer story
Look at a case study such as Baird investment banking to see how a comparable team deployed the platform.
4Connect firm data sources
Work with the embedded team to link document stores, CRMs and market data tools so agents can reach your firm's information.5Run a financial workflow
Start with a defined task such as reviewing a model or pulling precedent deals, then expand to more agents across the firm.
Pros and cons
Pros
- Purpose-built financial agents cover tasks like LBO review, comps refreshes and precedent deal searchesAI
- Connects to firm systems such as Salesforce, DealCloud, FactSet, PitchBook, SharePoint and OneDriveAI
- Broad compliance list including SOC 2 Type II, ISO 27001, GDPR and ISO 42001AI
- Embedded former bankers support rollout from day one through firmwide adoptionAI
- Shared governed context lets a firm reuse knowledge and relationships across teamsAI
Cons
- No public pricing; access starts with a demo request and a sales conversationAI
- No self-serve trial or signup, so individuals and small teams cannot test it quicklyAI
- Aimed at institutions, so value depends on integrating internal data and systemsAI
- Platform and mobile availability are not stated on the homepageAI
How much does Rogo cost?
Support
Forward Deployed Bankers, former bankers and investors, embed with a client team from day one through firmwide rollout. Demo requests go through the site.
Learn moreIntegrations
Homepage examples show connections to OneDrive, SharePoint, DealCloud, Salesforce, FactSet and PitchBook, plus secure links across a firm's own systems and knowledge.
Features
Hundreds of purpose-built financial agents for end-to-end workflows, unified firm data connections, shared governed context, project-level credit usage tracking, and security controls for institutional deployment.
Frequently asked questions about Rogo
How much does Rogo cost?
Pricing is not published on the homepage. Access is arranged through a demo request, and usage appears to be measured in credits tracked by project.How do you use Rogo?
The walkthrough on this page covers 5 steps: 1. Request a demo 2. Review the security posture 3. Read a customer story 4. Connect firm data sources 5. Run a financial workflow.What platforms does Rogo support?
Rogo is available on Web App.What does Rogo integrate with?
Homepage examples show connections to OneDrive, SharePoint, DealCloud, Salesforce, FactSet and PitchBook, plus secure links across a firm's own systems and knowledge.What are the limitations of Rogo?
No public pricing; access starts with a demo request and a sales conversation. No self-serve trial or signup, so individuals and small teams cannot test it quickly. Aimed at institutions, so value depends on integrating internal data and systems.
