Platform Overview
Built for real financial work
A complete financial AI system that builds institutional memory, works from data you trust, and is governed from day one.
The operating system for finance
Agents
Thousands of finance-specific workflows that leverage your existing data and processes.
Intelligence
Capture your firm's people, deals, and expertise, and make that knowledge instantly reusable.
Projects
Ingest data rooms, execute deal requests alongside your deal team, and run full processes in Rogo.
Watchtower
Govern models, spend, permissions, and policies in one place to deploy AI safely at scale.
Notes
Compliant AI notetaking that safely turns meetings into reusable context for your firm.
Tom Hackett
Chief Executive Officer
Truist Securities
“We’ve had a very successful integration with Rogo, and the relationship and strategic investment have helped boost productivity, reduce risk, and create more capacity for our bankers to focus on building relationships and driving growth.”
All the data your team already uses
View integrationsDow Jones
AI that learns how your firm works
Transparent, auditable sources
Every answer cites the filing, model or document it came from, so the work can be checked line by line.
Governance and permissions
Your existing entitlements carry through to every agent, so people only ever see what they already could.
Guided implementation
Our team works alongside yours to shape Rogo around the way your firm already runs its process.
Security built for institutional finance
Accelerate firm productivity, automate workflows, and unify financial data at scale with one secure platform