Rogo

Rogo is one of the most ambitious players in the financial technology ecosystem as Wall Street's first AI analyst. The company is purposefully built for financial professionals, including investment bankers, analysts, and teams in private equity and hedge funds. It is not a standard someone-off chatbot. It is a secure enterprise generative AI platform with a purpose-built focus on reasoning like financial professionals. Rogo's primary mission is to make all firms smarter, making analysts more productive by automating repeated tasks like research synthesis, financial comparisons, and deal preparation. The firm is also enterprise-level secure, auditable, and can be deeply personalized in workflow. It generates a knowledge graph that incorporates internal proprietary firm data as well as public financial datasets - that gives its AI the ability to produce highly customized insights and analyze benchmarks, and even to produce decks or models very quickly. Clients have estimated Rogo saves roughly 400 hours each year for each analyst doing baseline level tasks, ultimately freeing up Senior staff to specialize in high value, Senior decision making.

Rogo, co-founded by former Lazard investment banker Gabriel "Gabe" Stengel, has been rapidly scaling its technology and teams. From the beginning, the company has built its engineering, AI research, and finance team from leading financial institutions and funds, and the firm has never looked back. Since launching its first product in 2021, it has been hiring rapidly, and by the end of 2024, Rogo had doubled its headcount to approximately 30 employees, and as of today, the company lists over 50 employees on LinkedIn – and they expects that to change quickly again, as the firm hires employees across engineering, finance, and product teams. Rogo is located in New York, where the firm partners with over 25 major financial institutions including leading investment banks, hedge funds, and private equity firms. The company embeds its technology into real-world deal workflows and the response from clients has been extremely positive. The firm has also established partnerships with major infrastructure providers including AWS and Microsoft Azure and tech partners including OpenAI and Anthropic. Rogo's technology is enterprise-grade, and is being adopted as financial firms increasingly look to more specialized AI platforms.

Financially, Rogo has experienced a healthy trajectory. In February 2024, it raised $7 million seed funding from AlleyCorp, Company Ventures, BoxGroup, and ScOp Ventures, Among others. Then later in 2024, it closed an $18.5 million Series A led by Khosla Ventures, with Keith Rabois as a director with Mantis VC, an investment group spearheaded by Jack Altman, Eric Schmidt, Khosla, and others. Then, in April of 2025 Rogo raised a more significant $50 Mil Series B led by Thrive Capital with participation from J.P. Morgan Growth Equity Partners, Tiger Global, and Positive Sum Ventures, as well as existing investors. The total raised for the company is about $75 million and its estimated value is now $350 million versus approximately $80 million post money at Series A. This capital has allowed Rogo to invest in product development, hire talent to deploy product, and build out enterprise partnerships which will help them remain a ubiquitous presence in financial artificial intelligence for the longer haul.

Revenue traction has also been strong. After emerging from stealth, the company quickly achieved multi-million-dollar annual recurring revenue with external sources estimating revenue around $5.9 million/year. As of its teaser presentation at the end of 2024, Rogo projected it would duplicate the revenue within one year as they expand adoption with banks and private funds. The firm is not profitable yet, and its executives are not focused on profitability at this time, their emphasis is on scaling revenue, and deploying AI agents into as many workflows as possible and getting long-term enterprise contracts. Rogo tries to reflect this focus in its pricing model: the company does not charge a flat subscription price but instead negotiates enterprise contracts tailored for each client based on their deployment scale and measurable value that is created for each client. Firm's clients pay for the measurable return on investment related to decreasing analyst work, faster deal turnaround, and improved intelligence in their research. Most enterprise agreements are done with multi-year contracts so Rogo's revenue is predictable and recurring, it grows with the scale of its clients.

Rogo operates in a highly competitive field, with its most seemingly formidable competitors being large financial institutions like JPMorgan, that are building their own in-house AI systems. Besides in-house solutions, there are other fintech-AI start-ups, such as Mosaic; which offer narrower (but often specialized) tools for private company screening or return modeling. There are also more generalized AI model providers like GPT-4, Claude, or Bard, which may be perceived as competition, because they are 'free,' but again they do not offer the finance-specific fine-tuning, audit trails, nor enterprise-grade security afforded by Rogo. What makes the company most unique is that it is hybrid: it is not 'just' a tool, but ultimately a partner that collaborates with firms to co-deploy and customize AI agents, co-manage change and embed tech in an encrypted-collaboration within the critical workflows in finance. By uniquely pairing domain-specific reasoning with a deep partnership at the client level, Rogo has created a sticky and trusted proposition in a space where timeliness and speed matter - as much as compliance and precision.

In the future, it looks like Rogo will continue to grow. The firm is in a great place with $75 million in funding, a valuation of $350 million, a talented team bringing finance and AI expertise together and investment into next-gen financial reasoning models, autonomous agents, and deeper integration with global financial institutions. The company has a secure, auditable and workflow-embedded AI that offers an attractive alternative to generic LLMs and the hodge-podge of fintech products available. Although Rogo likely has a way to go until it achieves profitability, the growth curve, early revenue traction, and expanding enterprise footprint indicates it could fundamentally change how financial professionals work. If Rogo can maintain accuracy, scale deployments and double its revenue for subsequent years, it has a good chance to become the standard AI teammate on Wall Street and beyond and facilitate junior analysts work from tedious workloads to strategic, high-impact decisions.

Click here to access Rogo's website.