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§ Private Profile · New York City, NY, USA
Rogo is a secure generative AI platform for elite financial institutions.
Rogo offers an enterprise AI platform purpose-built for finance, deploying autonomous financial agents. These agents comprehend complex workflows and execute end-to-end tasks across deals and investments. Integrated with firm systems and data, it generates institutional-grade outputs like auditable Excel models, investment memos, and diligence materials, prioritizing precision and financial intuition.
Co-founded by Gabriel Stengel, John Willett, and Tumas Rackaitis, Rogo launched in February. Stengel, a former investment banking analyst, recognized the inefficiencies and human cost in financial information processing. This insight drove the founders to develop an AI solution, enhancing intelligence and efficiency for firms within the demanding financial industry.
Rogo’s solutions are adopted by leading financial institutions, including investment banks, private equity firms, and hedge funds. Its mission is to act as an indispensable AI analyst for professionals, reshaping how work and financial data are leveraged. Rogo envisions its platform driving significant productivity advancements.
Rogo has raised $151.0M across 4 funding rounds.
Rogo has raised $151.0M in total across 4 funding rounds.
Rogo is valued at approximately $7.5M.
Rogo has raised $151.0M across 4 funding rounds. Most recently, it raised $75.0M Series C in January 2026 at a valuation of approximately $7.5M.
Rogo is a New York-based technology company building a secure generative AI platform tailored for elite financial institutions, including investment banks, hedge funds, private equity, and asset management firms.[1][4][5] Its core product automates workflows, accelerates research and analysis, unifies financial data, and generates materials like reports and presentations, serving finance professionals who manage over $3.5 trillion in annual deal volume still reliant on manual processes.[1][5][6] Rogo solves the problem of outdated, labor-intensive financial work by providing AI agents trained on sophisticated banking data, enabling faster decision-making, productivity gains, and precise market insights—trusted by firms like Nomura and Schonfeld, with strong growth evidenced by $18M Series A and $50M Series B funding from Khosla Ventures, Thrive Capital, Tiger Global, and others.[1][3][4]
Founded in 2021 (with some sources noting 2022 activity), Rogo has rapidly gained traction, earning profiles in Fortune, FT, Business Insider's 2025 startups list, and as OpenAI's premier finance partner, positioning it as a leader in finance-specific AI.[1][3][4]
Rogo was founded in 2021 in New York by Gabriel Stengel, John Willett, and Tumas Rackaitis—former investment bankers, investors, and AI experts from top financial institutions, tech companies, and academia.[1][4] The idea emerged from recognizing how manual workflows and obsolete tools hinder elite finance teams, prompting the founders to create an AI platform that redefines financial research using generative AI, client data, and natural language processing for cloud-based analytics.[1][2][3]
Early traction came quickly: the sophisticated product proved itself with initial customers, leading to a brand launch that attracted world-class investors and media acclaim, including an $18M Series A from Khosla Ventures and a $50M Series B led by Thrive Capital with J.P. Morgan and Tiger Global.[3][4] This funding fueled expansion, solidifying Rogo's position as Wall Street's first AI analyst.[3][5]
Rogo stands out in the crowded AI landscape through finance-specific innovations and enterprise-grade security:
These elements create a "reliable teammate" that combines AI reasoning with Wall Street precision, far surpassing general-purpose tools.[4][5]
Rogo rides the generative AI wave in fintech, targeting the $3.5T+ deal volume bottlenecked by legacy systems amid rising demands for speed in competitive markets like investment banking and hedge funds.[1][5] Timing is ideal: post-2021 AI boom, with regulatory pushes for secure enterprise AI and partnerships like OpenAI amplifying adoption just as firms seek edges in volatile economies.[3][4]
Market forces favoring Rogo include exploding demand for data-driven decisions, talent shortages in finance research, and VC enthusiasm for vertical AI—evidenced by its rapid funding and media buzz.[1][3] It influences the ecosystem by setting standards for secure, domain-specific AI, inspiring similar tools while partnering with incumbents like Nomura, potentially accelerating industry-wide digitization beyond Bloomberg-era tools.[5][6]
Rogo is poised to dominate as finance's AI backbone, expanding from research automation to full workflow orchestration with custom models and deeper integrations.[5][6] Trends like multimodal AI, real-time data fusion, and stricter compliance will shape its path, especially as economic cycles demand efficiency in deal-making.[1][3]
Its influence could evolve into ecosystem leadership—powering more firms, spawning API marketplaces, or acquiring complementary data tools—building on Series B momentum to challenge general AI incumbents in vertical dominance. As the AI analyst for Wall Street, Rogo isn't just automating finance; it's redefining who wins deals.[3][4][5]
Rogo has raised $151.0M in total across 4 funding rounds.
Rogo is valued at approximately $7.5M.
Rogo's investors include Sequoia Capital, Alt Capital, BoxGroup, Henry Kravis, JP Morgan, Khosla Ventures, MANTIS Venture Capital, Positive Sum, Stonecroft Management, Thrive Capital, Tiger Global Management, Truist Ventures.