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FinanceRogo

Rogo

Agentic AI platform for investment banks and asset managers.

Category
Finance
Pricing
PAID
Hosting
Cloud
Platforms
Web
Models
Multi-model
Verified
Jun 9, 2026

Rogo is a generative AI platform built specifically for financial services — investment banks, private equity, and asset managers. Its agent Felix executes multi-step deal and investment work, producing auditable Excel models, investment memos, diligence materials, and slide decks. Used by tens of thousands of professionals at hundreds of institutions.

Capabilities 5

What it actually does — grouped by capability family.

  • Presentation generation (secondary capability)
  • Report generation (secondary capability)
  • Data analysis / BI (primary capability)
  • Financial modeling (primary capability)
  • Financial research (secondary capability)

Pros & cons

  • Finance-specific agent (Felix)
  • Auditable, source-attributed outputs
  • Used at 250+ institutions
  • Generates models, memos, and decks
  • Sales-led, enterprise-priced
  • Web-only
  • Narrowly scoped to finance work

Tags

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