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Rogo is the most credible finance-native agentic platform we have evaluated in 2026 — its Felix agent runs real investment-banking workflows end-to-end, grounded in the market data and document sources banks already trust. The catch for buyers is opaque, quote-based enterprise pricing and a footprint still centred on deal-side finance.
Every agent on AI Agent Square is assessed by our editorial team against six dimensions: features and capabilities, pricing transparency, ease of onboarding, support quality, integration breadth, and real-world fit. Because Rogo is a closed, enterprise-only platform with no self-serve tier, this review is built from Rogo's own product, security and news pages, primary funding announcements, and independent market analysis — not from a hands-on trial. Where a claim cannot be independently verified, we say so.
Rogo does not publish a price list. Pricing is by quote, negotiated per firm.
On the actual number: Rogo publishes none. The closest public estimate we found is from market-intelligence firm Sacra, which pegs Rogo at roughly $3,300 per seat per year — useful as a directional anchor, but it is a third-party estimate, not a Rogo-published rate, and real contracts swing with firm size, module selection, and term length.
Rogo is a generative AI platform purpose-built for financial services, with its centre of gravity in investment banking. Where most AI vendors built a horizontal product and then sold it into finance, Rogo went the other way: its reasoning models, workflows, data partnerships, and outputs are all shaped around the work bankers actually do. Its co-founders are Gabriel Stengel (CEO), who left Lazard to start it, John Willett (COO), a former J.P. Morgan banker, and Tumas Rackaitis (CTO).
The traction is the clearest signal of category fit. At its April 2026 Series D, Rogo reported more than 35,000 financial professionals across 250+ institutions, naming clients including Rothschild & Co, Jefferies, Lazard, Moelis, and Nomura. The $160M round was led by Kleiner Perkins with participation from Sequoia, Thrive Capital, Khosla Ventures, and J.P. Morgan Growth Equity Partners, bringing total funding above $300M, at a reported $2 billion valuation. The company opened a London office in January 2026, led by co-founder John Willett, to push into European banks.
It is worth being precise about what Rogo is and is not. It is not a general-purpose assistant, and it is not a data terminal replacement. It is an agentic layer that sits on top of the data, documents, and productivity tools a bank already runs, automating the analyst-and-associate-heavy grind of assembling, checking, and formatting financial work.
Felix is Rogo's flagship agent and the reason the platform reads as genuinely agentic rather than a chatbot with finance data bolted on. Per Rogo's Series D announcement, Felix "executes complex, multi-step financial processes autonomously, from deal screening and CIM generation to buyer outreach and data room diligence."
Rogo's product page says every answer cites the filing, model or document it came from, and that the platform can ingest data rooms. In finance, an answer you cannot audit is an answer you cannot use.
Rogo's integration footprint is the clearest expression of its finance focus. Rogo's own pages and announcements name S&P Capital IQ, FactSet, Dow Jones, PitchBook and Daloopa as data sources, alongside filings and earnings-call transcripts. That breadth is the moat: a horizontal copilot can summarise a PDF, but it cannot natively reconcile a company's filed financials against a Capital IQ pull and a broker transcript in one auditable workflow. Rogo can, and that is what makes its comps and screens defensible.
On the model layer, Rogo describes "purpose-built financial reasoning models" and AWS describes its analyst as powered by fine-tuned large language models. Rogo has been featured as an OpenAI customer scaling finance research and uses a private Anthropic model instance through Amazon Bedrock. For a bank's cloud-security team, an existing approved Bedrock path can meaningfully shorten procurement.
Rogo's security page lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and the EU AI Act, and the company has separately announced ISO/IEC 42001 certification — the AI management-system standard — and EU AI Act compliance (an internal assessment it says external auditors validated). It runs a public trust portal and has formed a Security Advisory Board.
Two data-handling commitments matter most to procurement. First, Rogo states plainly that it "never uses your private data to train or update our models." Second, it stores customer data in "siloed environments, isolated from other customer data," and AWS describes an option where each customer gets its own Kubernetes clusters and data stores. Rogo also describes zero-trust, least-privilege access and regular third-party audits. None of this removes the need for your own security review. Confirm data residency (US or EU) in writing during procurement rather than assuming it.
Integrations below are drawn from Rogo's own pages and announcements. Some data feeds may require your firm to hold the underlying third-party licence — confirm which are bundled versus pass-through during procurement.
Rogo is the most credible finance-native agentic platform on the market in 2026. Its Felix agent handles real investment-banking workflows end-to-end — deal screening, CIM and material generation, comparable-company analysis, and data-room diligence — grounded in market data (S&P Capital IQ, FactSet, PitchBook, filings) and the auditable sourcing that banks require, and backed by a published security posture (SOC 2, ISO 27001, ISO/IEC 42001, EU AI Act). A reported $2B valuation, $300M+ raised, and named clients from Rothschild & Co to Nomura mean this is a durable vendor, not a bet.
The honest caveats are pricing and scope. Rogo publishes no price list; Sacra estimates roughly $3,300 per seat per year, but the real number is quote-based and firm-specific, and there is no self-serve way to try before you buy. Its strength is deal-side banking — outside that, horizontal copilots or purpose-built tools often win on cost or fit. Our advice for any bank above a modest deal-team headcount: put Rogo on the evaluation shortlist alongside Hebbia, scope a tight pilot, instrument the productivity gain in hours saved, and negotiate the firm-wide rollout with that evidence in hand. On capability, it earns its place. On price transparency, go in with your eyes open.
Rogo has no free tier — evaluation runs through sales. Before you book that call, compare it against the alternatives and pin down the questions that matter for your firm.