Rogo
Rogo researches companies and markets and drafts financial analysis.
Overview
- Transparency
- 4 / 10
- Trust
- 98 / 100
Trains on your data
- Free
- No
- Paid
- No
- Opt-out
- Not captured
Incidents
2- lowDependency Outage
- mediumIncreased Error rates in Multi-tenant Application
Assessed SEP 21, 2026 · Checked by hand SEP 21, 2026
Rogo confirms no training, SOC 2, ISO 27001, GDPR and ISO 42001; unsupported certifications were removed and two vendor-confirmed service disruptions were added.
Trust breakdown
98 / 100
Overall trust score
Data and privacy
Trains on your data
No training on user data
Storage regions
Sub-processors
Data retention
Duration of Processing / Retention Period: For the period determined in accordance with the Agreement and DPA, including Section 9 of the DPA.
Deletion: In the event that during the Post-cessation Storage Period, Customer does not instruct Provider in writing to either delete or return Personal Data pursuant to Section 9(b), Provider shall, subject to Section 9(d), promptly after the expiry of the Post-cessation Storage Period either (at its option) delete; or render anonymous, all structured Personal Data then within Provider possession to the fullest extent technically possible in the circumstances.
Incidents
2025-09-29
Rogo Status
2025-09-08
Rogo Status
Powered by
Rogo utilizes a 'Model Broker' to route tasks to the most suitable models from various providers like Google and OpenAI. They also fine-tune these models with financial datasets and have their own agent harness and pre-configured finance skills. They also mention 'custom-trained models' built for finance.
Integrations and access
Integrations
Available on
Pricing
Enterprise
Custom
Rogo is an enterprise-only platform with no public pricing. It is sold via custom, multi-year contracts with per-seat pricing estimated at several thousand dollars annually. Additional fees may apply for implementation and platform access. A separate LSEG Workspace license is required for real-time LSEG data. There is no free tier, trial, or self-serve signup; access requires a direct sales engagement.
Prices as listed on SEP 21, 2026; check the vendor's page.
Moat and openness
Moat
- Proprietary Model
- Proprietary Data
- Network Effects
- Switching Costhigh
- Unique UX
- Distributionstrong
Rogo exhibits a strong moat due to its specialized focus on the financial sector, proprietary fine-tuning of models with financial datasets, and custom-trained models. The deep integrations with financial data providers and firm-specific workflows create high switching costs for enterprise clients. Its robust security and compliance features, coupled with a strong roster of notable customers, further solidify its position in a highly regulated industry.
Openness
- Open model weights
- Published research
- Open source contributions
- Transparency reports
- Public safety evals
Rogo demonstrates a strong commitment to security and compliance, evidenced by their Trust Center, ISO/IEC 27001, ISO/IEC 42001:2023, and SOC 2 Type 1 and 2 certifications, as well as their proactive alignment with the EU AI Act. They emphasize data privacy, auditability, and human oversight in their AI systems. However, Rogo operates as a closed-source platform with no public repository or technical documentation, limiting external review of their security practices and AI models. While they provide extensive documentation to clients regarding their AI systems and risk assessments, this information is not publicly available, making their overall transparency moderate.
Timeline
- 2026-08-11Rogo acquires Rivanna.
- 2026-07Rogo introduces Rogo Intelligence, a product designed to build a firm’s institutional memory into a queryable asset.
- 2026-06Rogo becomes a launch partner for Microsoft Copilot in Excel, embedding its workflows directly into the tool.
- 2026-04Rogo raises a $160 million Series D funding round at a $2 billion valuation.
- 2026-03-23Rogo acquires Plux AI.
- 2026-03-12Rogo acquires Offset.App, a company focused on automated financial modeling.
- 2025-09-03Rogo acquires Subset, an AI-native spreadsheet startup, extending its workflow automation into the spreadsheet environment.
- 2024-01Rogo publicly launches and begins to scale its AI product.
Show all
- 2023-11Rogo signs its first paying customers after two years of development, indicating a product ready for market.
- 2022-01Rogo officially founded to build an AI product for finance, with Tumas Rackaitis joining as CTO.
Company
Rogo
- Founded
- 2021
- HQ
- New York, New York, United States
- Site
- rogo.com
Popularity
Not disclosed
monthly visits
Notable customers
Rogo provides AI tools for investment banks, private equity firms, and hedge funds, automating tasks like financial modeling, IPO document drafting, and slide creation.
Value and ROI
What it should move: It shortens research and transaction document preparation.
Best fit
It fits advisory and investment teams with repeated research and approved data sources.
The catch
Rogo handles confidential deal information and financial research. Teams need source permissions, fact checks, and separation between client matters.
- Harbor View Advisors: Uses Rogo for market research, comparable-company analysis, buyer lists and transaction materials.[1]
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