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Rogo

Category: AI in Fintech

A secure, enterprise-grade generative AI platform purpose-built for elite financial institutions to automate complex research, financial modeling, and data-intensive workflows. Rogo was founded in 2022. The company is led by Gabriel Stengel. Based in New York, USA. Team size: 50-100. Total funding raised: $154.0M. Latest round: Series C, $75.0M, 2026-01, led by Undisclosed. Key investors include ["Khosla Ventures","Thrive Capital","AlleyCorp","BoxGroup","Scifi VC","Eric Schmidt"].

Founded
2022
Headquarters
New York, USA
Team size
50-100
Total funding
$154.0M

Value proposition

Empowers financial professionals to automate the creation of pitchbooks, CIMs, and industry reports while providing high-accuracy financial reasoning and secure access to internal and external data.

Products and solutions

["Generative AI Analyst (Core Platform)","Automated Pitchbook & CIM Generator","Deep Research Engine (OpenAI o1 integrated)","Financial Modeling & Data Extraction Suite","HoldingsInsight (Portfolio Data Enrichment Tool)"]

Unique value

Often cited as 'Wall Street's First AI Analyst,' Rogo is built by former investment bankers specifically to handle the high-security, high-accuracy requirements of elite finance that general-purpose LLMs cannot meet.

Target customer

Investment banks, hedge funds, private equity firms, and asset management institutions.

Industries served

["Investment Banking","Private Equity","Hedge Funds","Asset Management","Fintech"]

Technology advantage

Utilizes a proprietary knowledge graph connected to hundreds of millions of financial documents and integrates directly with gold-standard data providers (LSEG, S&P, FactSet) to ensure citation-backed, hallucination-resistant outputs.

How they differentiate

Rogo differentiates itself as 'Wall Street's First AI Analyst,' focusing on high-accuracy financial reasoning and the automation of complex work products like pitchbooks and CIMs, rather than just search. It utilizes a proprietary knowledge graph and secure, hallucination-resistant architecture integrated with gold-standard data from LSEG and S&P Global.

Main competitors

["Hebbia","AlphaSense","FinChat.io","Bloomberg (BloombergGPT)"]

Key partnerships

["LSEG (London Stock Exchange Group) - Strategic data integration","OpenAI - Strategic collaboration for deep research capabilities","Quartr - Live earnings call and IR data integration","AWS & Google Cloud - Infrastructure and secure AI modeling (Bedrock/Vertex AI)","S&P Global & PitchBook - Financial data licensing"]

Notable customers

["Lazard","Top-tier Investment Banks","Global Hedge Funds","Private Equity Firms"]

Major milestones

["Founded in 2022 by former Lazard and JPMorgan analysts.","Launched the first generative AI platform purpose-built for elite finance.","Raised $18.5M Series A led by Khosla Ventures in October 2024.","Integrated OpenAI o1 for deep financial research capabilities.","Raised $75M Series C in January 2026 to scale global operations."]

Growth metrics

Scaled from zero to multi-million dollar ARR within the first year of product launch; team size expanded to 50-100 employees.

Market positioning

Premium enterprise-grade generative AI platform for elite financial institutions (Tier 1 investment banks, hedge funds, and private equity).

Geographic focus

Global, with a primary focus on major financial hubs in North America (New York) and Europe (London).

Patents and IP

No registered patents disclosed; holds trademarks for 'ROGO DATA' and relies on proprietary financial reasoning models and secure architecture.

About Gabriel Stengel

Gabriel Stengel is the Co-Founder and CEO of Rogo. Prior to founding the company, he served as an Investment Banking Analyst at Lazard, where he focused on M&A and strategic advisory. He holds a Bachelor of Arts in Economics from Princeton University. His experience at Lazard, dealing with the manual intensity of financial analysis, served as the primary catalyst for building Rogo's AI-driven automation platform.

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