Secure AI for

Financial Professionals

Domain-specific AI for investment banks, private equity firms, and hedge funds

Trusted by leading financial institutions

Augment Your Firm with an
AI Platform Built for Finance

Tailored for Finance

Delegate research tasks to a domain-specific personal analyst that understands finance.

Accurate, Grounded Research Across All Your Data

Rogo seamlessly integrates internal and external data sources, maintaining accuracy, transparency and auditability.

Leverage Your Firm’s Workflows

Use agents designed to create work outputs exactly as you would across PowerPoint, Excel and Word.

  • Earnings Comp Analysis

  • Public Company

    Strip Profile

  • Meeting Prep

  • Private Company Profile

  • Personal Bio

  • Financial Sponsor Overview

  • Public Company Profile

  • News Run

  • Secondaries Buyer Overview

  • Proofread My Deck

Embed AI into Your Firm’s DNA

Rather than provide off-the-shelf solutions, we collaborate closely with teams to build custom AI models that solve specific problems.

Built for Enterprise Deployment

Rogo keeps your data safe with world-class security and data privacy measures.

Custom-Trained Models

LLMs built for finance, using professionally labeled data tailored to the standards of your firm's best analysts.

Single Tenant Deployments

Flexible deployment options to meet the security & infrastructure needs for the most conscious firms.

Admin Governance & Permissions

Granular permission controls, role-based access management, comprehensive audit trails, & customizable governance policies.

Security

Built for Enterprise
Secure by Design

No training on your data

Modern & secure data practices

End to end encryption

Audited & tested

Find out more

SOC2

CCPA

ISO 27001

GDPR

What Customers Say
About Rogo