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Rogo

Rogo

Verified
AI-Native

AI for the most ambitious firms in finance

SOC 2 Type II
GDPR
ISO 27001
EU AI Act: Limited
Public status page
+10
Autonomous
Last updated: Oct 20, 2026
Enterprise
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Quick Answer

AI

Rogo is an AI platform for financial institutions that unifies data across systems and knowledge bases. It offers hundreds of purpose-built financial agents, including one that invokes LBO Models. Best for leading financial institutions and investment banking teams deploying AI at scale. Pricing is enterprise-level.

About RogoAI

Rogo is an AI partner for financial institutions, designed to increase efficiency and drive smarter decisions. It offers hundreds of purpose-built financial agents and unifies data across a firm's systems and knowledge. Rogo provides enterprise-grade security and controls tailored for the demands of financial institutions.

AI-extracted from public sources. May contain errors. Methodology · Report an error
What Makes Rogo UniqueAI

Rogo offers hundreds of purpose-built financial agents to execute end-to-end financial workflows, unifying data across a firm's systems and knowledge with enterprise-grade security and controls.

Decision Intelligence

Best For

AI
Leading financial institutions increasing efficiency and driving smarter decisions
Investment banking teams deploying AI at scale
Equity research teams sharpening their edge with AI
Advisory firms scaling best-in-class advisory
M&A practices accelerating with AI
Pricing Overview

Type

Enterprise

Dimension Scores

· 5.1 avg

How good it is, across universal quality axes

Ease of Use3/10
Customization4/10
Support4/10
Integration7/10
Compliance & Data Protection6/10
Performance5/10
Planning Quality7/10
AI-analyzed from product data·High confidenceHow we score

Task Scores

· 6.8 avg

What it can do, per category it works in · showing 8 of 10 tasks scoring 5+

Answer Extraction9/10
Source Attribution9/10
Search Accuracy8/10
Real Time Indexing8/10
Semantic Understanding8/10
Personalization7/10
Knowledge Graph7/10
Filter Refinement6/10

Scores are AI-estimated from publicly available data — not an independent test or a verified user rating. How we rank →

Capabilities
Automation
Data Analysis
Memory
Search
Writing
Categories
Finance Accounting
Automation Agents
Multi Agent Systems
Data Analytics
Search Discovery
Integrations & Connections
30 connections
MS
Microsoft SharePointNative

Search documents, sites and shared knowledge across your organization’s SharePoint.

MO
Microsoft OneDriveNative

Search and access files stored across your organization’s OneDrive.

GD
Google DriveNative

Search and access files stored across your organization’s Google Drive.

DR
DropboxNative

Search and access files stored across your organization’s Dropbox workspace.

BO
BoxNative

Search and access files stored across your organization’s Box workspace.

EG
EgnyteNative

Search and access governed files stored across your organization’s Egnyte workspace.

OM
Outlook MailNative

Search emails, threads and attachments from Outlook alongside your research.

OC
Outlook CalendarNative

Access meetings, attendees and event details from connected Outlook calendars.

Auto-updated

Fit Score

Complexity

Advanced

Company Size

Enterprise

Team Size

Large Team

Skill Level

Expert
Features
Hundreds of purpose-built financial agents
End-to-end financial workflow execution
Secure connections across a firm's systems, data, and knowledge
Governed intelligence for the entire firm
Scalable AI deployment with security and controls
Compliant AI notetaking for meetings
Technical Capabilities
SDK Available (unknown)
MCP Compatible
Multi-Agent (unknown)
Human-in-Loop
Team Features
Webhook Support (unknown)
Has Demo
Function Calling (unknown)
Sandbox Mode (unknown)
Audit Logs
No Signup (unknown)
Works Offline (unknown)
Requires Host App
Framework
MCP Server

Deployment

Cloud
Authentication
Single Sign-On
SAML
Compliance, Privacy & Trust
GDPR: Stated by vendor
DPA
SOC 2: Stated by vendor
Type II
HIPAA: No info available
ISO 27001: Stated by vendor
ISO 42001: Stated by vendor
Trains on user data: No
Data deletion: Upon Request
Human review:
Always

Compliance audit trail

1 event
  1. GDPR

    Privacy Policy Last Updated June 30 2026

    3mo ago · 2026-06-30 · source

Tech Specs
MCP Servers:
Snowflake

The Model(s) Behind It

Model details — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

Powered By

Base Models

Model Weight Availability
Closed API (no weights)
Training Data Provenance
Not disclosed
Relevant to EU AI Act Art. 53 / Annex XI (GPAI)
Pricing Plans
Custom pricing — contact sales for a quote.

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User Reviews

No reviews yet. Be the first to review!

Who It's For
3 roles
1 industries
Financial and Investment AnalystsAccountants and AuditorsPersonal Financial AdvisorsOther Financial Investment Activities
Platform, Content & Languages
3 content types
1 languages
TextDocumentSpreadsheetEnglish+8 more

Content Types

Text
Document
Spreadsheet

Accepts

Text
Document
Spreadsheet
URL
API

Produces

Text
Document
Spreadsheet
Languages: English

Frequently Asked Questions

Trust Score

98/100

Excellent

Based on 16 data signals

Confidence: High

Reflects publicly available data, not an independent audit

Compliance & Verified38/38
VerifiedYes
GDPRYes
SOC 2 reportYes
SOC 2 Type IIYes
ISO 27001/27701/42001Yes
EU AI ActYes
Human ReviewYes
Human-in-the-loopYes
Operational25/25
Status PageYes
Data ResidencyUS, EU
Reliability8/10
Uptime (measured)99.96%
Market Proof10/10
Notable CustomersTruist Securities, Nomura, Baird Global Investment Banking
Company17/17
Company ListedYes
Team Size51-200
User Base10K-100K
FundingSeries D+
Health—

Not yet checked

AI-Assisted Data

Some details are AI-generated estimates — verify with the vendor.

AI-generated estimate: Best For, Description, Limitations, Quick Answer, Tagline, What Makes Unique

How we source data

AI Governance & Regulatory Disclosures

Legally-sensitive fields — extracted from public vendor sources by our pipeline (Smart Generator + A3 cross-referencing) or admin-entered. Shown as claimed by the vendor; not independently audited by Intelloro.

EU AI Act Risk Tier
Limited (Article 50 transparency)

Switching & Migration

Migration Difficulty
Significant Effort
Support:
Email
Quick Stats
Agent TypeAutonomous
MemoryPersistent
PlanningAdvanced
Base ModelClaude Opus 5
PlatformsWeb, Mobile
User Base10K-100K
VerifiedOct 2026
Company & Links

Company Name

Rogo Technologies, Inc.

Based in

United States

Funding

Series D+ · $325M

Documentation