Rogo
AI-powered investment banking platform
$75M total funding, Series B led by Thrive Capital. Secure generative AI for elite financial institutions. Clients include Lazard, Moelis, Tiger Global, GTCR, Nomura, Raymond James.
📋 Company Overview
🎯 Mission Statement
Rogo’s mission is to deliver more than just an AI bot—Rogo aims to be every firm’s most reliable, efficient teammate, expanding collective capacity and making financial work faster and more effective.
💡 Key Value Propositions
- Purpose-built AI for investment banking and private equity
- Enterprise-grade security and compliance
- Custom-trained financial models
- Seamless workflow integration (Excel, PowerPoint, Word)
- Collaborative partnership model
📝 Company Background
Rogo is a New York-based fintech company building Wall Street’s first AI analyst. Their secure generative AI platform is designed for elite financial institutions, helping bankers work smarter, move faster, and win more deals. Rogo’s team combines deep expertise from top financial institutions (J.P. Morgan, Goldman Sachs, Citadel, Barclays) and AI research (OpenAI, Google, AWS). The company is backed by top investors including Thrive Capital, Khosla Ventures, J.P. Morgan, and Tiger Global, and has rapidly gained traction with leading clients such as Lazard, Moelis, and Nomura. Rogo’s platform augments financial professionals, automating tedious tasks and empowering users to focus on strategic thinking and client relationships. With 20+ open roles and a culture of innovation, Rogo is positioned as a category-defining leader in financial AI.
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