Rogo
rogo.ai
AI research assistant built for investment banking and financial analysis workflows.
Quick Information
- Category:
- Business
- Pricing:
- Enterprise
- Platforms:
- Web
- Free Plan:
- No
- API Available:
- Yes
- Last Verified:
- September 2026
What Is Rogo?
Rogo is an AI-powered research assistant built specifically for finance professionals, handling SEC filing analysis, earnings call summaries, document automation, market and company analysis, and financial modeling support. Pricing is entirely customized based on each organization's requirements and not listed publicly — Rogo operates exclusively as an enterprise solution with firm-level contracts rather than individual user subscriptions, and does not offer a free plan.
Rogo's growth trajectory is genuinely substantial: on April 29, 2026, the company announced a $160 million Series D led by Kleiner Perkins, bringing total funding above $300 million, and now serves more than 35,000 professionals across 250-plus institutions, including major names like Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura — this level of adoption among established, risk-averse investment banks is a real credibility signal for a tool handling sensitive financial research and analysis workflows.
It's aimed at investment banks and finance professionals needing AI-assisted SEC filing analysis, earnings summaries, and financial modeling support, with the entirely custom, firm-level contract pricing model meaning prospective institutional clients should expect a direct sales engagement rather than a self-serve signup — its adoption by major institutions like Jefferies, Lazard, and Nomura provides strong social proof for finance teams evaluating whether to bring the tool in-house. See our Finance & Accounting tools directory for related tools like BloombergGPT and AlphaSense.
What Can You Use Rogo For?
SEC filing analysis
Analyzes SEC filings automatically using AI for finance professionals.
Earnings call summarization
Summarizes earnings calls automatically for faster review.
Financial modeling support
Supports financial modeling and market/company analysis workflows.
Rogo Features
- SEC filing analysis — Automatically analyzes SEC filings for relevant financial information.
- Earnings call summaries — Generates automatic summaries of earnings calls.
- Document automation — Automates document-heavy financial research workflows.
Who Is Rogo For?
- Investment banks — Uses AI-assisted research to accelerate SEC filing analysis and financial modeling workflows.
- Finance professionals — Uses automated earnings summaries and market analysis to speed up research tasks.
Rogo Pros & Limitations
What We Like
- Genuinely substantial institutional adoption — 35,000+ professionals across 250+ institutions including major banks
- Strong recent funding ($160M Series D, April 2026) reflects investor confidence in continued growth
- Purpose-built specifically for finance research workflows rather than generic document analysis
Limitations
- No published pricing — requires direct sales engagement for firm-level contracts
- No free plan or self-serve option, operating exclusively as an enterprise solution
- Value concentrated specifically in investment banking and finance research, a narrow use case
Rogo Pricing
| Plan | Price | Main Features |
|---|---|---|
| Enterprise | Custom (firm-level contracts) | SEC filing analysis, earnings summaries, financial modeling support |
Pricing was last verified September 2026. Check the official website for the latest pricing.
AI Listing Jungle Ranking
- Global Rank:
- #13
- Overall Score:
- 92.3/100
- Monthly Users:
- 40K+
- Rank Change:
- ▲ 3
This ranking reflects AI Listing Jungle's own independent scoring methodology and is not an endorsement by Rogo or its company. How Our Rankings Work
Frequently Asked Questions
How much does Rogo cost?
Pricing is entirely custom, based on firm-level contracts negotiated directly with institutions.
Does Rogo offer a free plan?
No, it operates exclusively as an enterprise solution.
Who uses Rogo?
Investment banks and finance professionals, including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura.
How much funding has Rogo raised?
Over $300 million total, including a $160 million Series D announced April 29, 2026.
Our Take
Rogo's adoption by major, risk-averse investment banks like Jefferies, Lazard, and Nomura provides genuinely strong credibility for a tool handling sensitive financial research workflows.
Expect a direct enterprise sales engagement rather than self-serve signup, given the entirely custom, firm-level contract pricing model.
Rogo Alternatives
Rogo Comparisons
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