# Rogo

Rogo is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** rogo.ai
- **LinkedIn:** https://www.linkedin.com/company/rogoag

## Regulatory record

- **Reports private funds:** No

## About

Rogo is the trusted AI partner to the world’s leading financial institutions. Rogo helps finance teams make better decisions and build smarter teams.

## Sectors

- AI/ML
- Enterprise Software
- FinTech

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/rogo

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