AI research and agents for institutional financial workflows
HQ: New York, New York, United States; international office in London | Founded: 2021 (reported) | Employees: Not disclosed in the reviewed sources | Stage: $160M Series D announced April 2026; September strategic-investment activity also disclosed | Website: https://rogo.com/
Gabriel Stengel, John Willett, and Tumas Rackaitis are identified as founders in FinTech Futures reporting. Rogo specializes in financial data, proprietary documents, cited research, and workflows such as models and transaction materials rather than generic chat. Its older FAQ describes tailored models and internal-document search; these descriptions do not guarantee every output is accurate.
The January financing release named Sequoia as lead and described a London office and users at Rothschild & Co, Jefferies, and Lazard. The April official release names Kleiner Perkins as lead of $160M. September materials show strategic bank investors and partnerships; the latest precise aggregate and valuation were not reconciled across sources. FinTech Futures describes Felix, a multi-step financial agent, and Rogo's July news index separately confirms an agent library.
Rogo builds finance-specific research and agent workflows for banks, investment managers, and private-equity firms. It announced a $75M Series C in January and $160M Series D in April 2026. Its current news index also lists September bank-investment activity; inconsistent secondary totals are not presented as a reconciled lifetime funding figure.
Editorial assessment: domain-specific data and deployment inside demanding institutions can differentiate Rogo from generic assistants. Financial correctness, data licensing, permissions, and embedded workflow value are more important than an autonomy claim alone.
Evidence boundary: financing announcements establish disclosed transactions, not audited operating performance. Unavailable headcount, margins, and retention are not estimated, and company claims remain attributed.
Category: FinTech Startups
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