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Rogo
Rogo builds AI agents for institutional finance, backed by a $160M Series D led by Kleiner Perkins.
Rogo
Rogo is the trusted AI partner to the world’s leading financial institutions. Rogo helps finance teams make better decisions and build smarter teams.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who uses Rogo's platform, and at what scale?
Rogo states that over 35,000 bankers and investors across more than 250 institutions use its platform, generating more than 50,000 daily queries. Named institutional users publicly endorsing Rogo include Truist Securities, Nomura, and Baird Global Investment Banking.
How does Rogo's AI differ from generic large language models in finance?
Rogo embeds its AI agents directly into a firm's internal systems — including SharePoint, CRM, and proprietary market data platforms — rather than operating as a standalone chatbot. The platform produces institutional-grade outputs such as auditable Excel models, investment memos, and diligence materials, tailored to the specific workflows and data of each client firm.
What was the purpose of Rogo's $160 million Series D?
The Series D, led by Kleiner Perkins and announced in 2025, is intended to fund Rogo's expansion across financial institutions. The financing supports scaling the platform's deployment model, which pairs enterprise-grade security with change-management services led by ex-finance professionals.
Is Rogo a family office, fund, or operating company?
Rogo is an enterprise AI company, not a family office or investment fund. It builds and sells a software platform — branded as Felix — designed specifically for financial institutions to run AI agents that execute complex analytical tasks.
What security and regulatory certifications does Rogo maintain?
Rogo publicly states that its platform is built to enterprise security standards, holding SOC 2, ISO 27001, GDPR, and CCPA certifications, and that it operates in compliance with the EU AI Act.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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