Where is Rogo headquartered?

Rogo is headquartered in New York, USA. The company has a team of 101-500 people.

Rogo operates in the AI in Fintech sector. A secure, enterprise-grade generative AI platform purpose-built for elite financial institutions to automate complex research, financial modeling, and data-intensive workflows. 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.

When was Rogo founded?

Rogo was founded in 2022. It is based in New York, USA.

Who is the CEO of Rogo?

Gabriel Stengel is the CEO of Rogo. The company was founded in 2022.

Where is Rogo located?

Rogo is headquartered in New York, USA.

What funding stage is Rogo at?

Rogo is currently at the Growth Stage stage.

How many employees does Rogo have?

Rogo has approximately 101-500 employees.

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: 101-500. Total funding raised: $310M+. Latest round: Series C, $75.0M, 2026-01, led by Undisclosed. Key investors include Kleiner Perkins, Sequoia Capital, Thrive Capital, Khosla Ventures, J.P. Morgan Growth Equity Partners, Tiger Global, AlleyCorp, BoxGroup, Wells Fargo, Henry Kravis, Eric Schmidt, Mantis VC.

Founded: 2022
Headquarters: New York, USA
Team size: 101-500
Total funding: $310M+

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), Felix (agentic AI for multi-step financial workflows), Automated Pitchbook & CIM Generator, Deep Research Engine, Financial Modeling & Spreadsheet Agents, Deal Room / diligence workflows, 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, Rothschild & Co, Jefferies, Moelis, Nomura, Tiger Global, 250+ global investment banks and investment firms

Major milestones

Founded by former Lazard and JPMorgan analysts (commercial start 2022)., Raised $18.5M Series A led by Khosla Ventures (Oct 2024)., Raised $50M Series B led by Thrive Capital (Apr 2025)., Opened London office; Series C $75M led by Sequoia (Jan 2026)., Acquired Offset for AI agents in financial workflows (Mar 2026)., Raised $160M Series D led by Kleiner Perkins at ~$2B valuation (Apr 2026); launched Felix agentic AI.

Growth metrics

Used by 35,000+ financial professionals at 250+ institutions; multi-million ARR from early 2024; team scaled past 100 (LinkedIn ~200); $2B valuation after Series D.

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 and helped spearhead the firm's internal AI initiatives. He holds an A.B. in Computer Science from Princeton University (thesis on AI assistants for finance). 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.

Latest news about Rogo

Rogo raised 75 million dollars in Series C funding led by Sequoia Capital, totaling 165 million dollars for its agentic AI platform. Used by 25000 professionals at firms like Rothschild and Lazard, th

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Official website: https://rogo.ai/