R

Rogo

Application

AI finance tools for investment bankers and analysts.

Total funding$300M

Valuation—

Employees100

Founded2022

HeadquartersNew York, USA

StatusPrivate

Products

Selected offerings — the AI products recorded here, not the vendor's full catalogue.

• Felix AI agent

  Financial analyst agent that researches companies and drafts materials for bankers and investors.

• Rogo Platform

  Searches and answers questions across a firm's filings, transcripts and internal documents.

Closest alternatives 2

HHebbiaPrivate · $700MHebbia's own official comparison page ranking itself as the top Rogo alternative.3 of 3 capabilitiesShared product typeSourced competitorSearch our internal documentsCompareAAlphaSensePrivate · $7.5BAlphaSense's own alphasense-vs-rogo comparison page runs a head-to-head against Rogo for financial-research buyers — a vendor /vs/ page.2 of 3 capabilitiesShared product typeSourced competitorSearch our internal documentsCompare

Similar products 44

How this list is ranked ↗

SSASPrivateFelix and SAS Fraud Decisioning do comparable work on financial analysis; SAS's scale not recorded; ships application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareCAContextual AIPrivate · $100M raisedRogo and Contextual AI Platform do comparable work on document extraction; same layer and the same scale band (growth-stage private).2 of 3 capabilitiesShared product typeSame scale bandCompareRRilletPrivate · $1BFelix and Rillet Aura AI do comparable work on financial analysis; same layer and the same scale band (growth-stage private).2 of 3 capabilitiesShared product typeSame scale bandCompareBBasisPrivate · $1.2BFelix and Basis do comparable work on financial analysis; same layer and the same scale band (growth-stage private).1 of 3 capabilitiesShared product typeSame scale bandCompareBBoxPublic · $4.8BRogo and Box AI do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareNNiCEPublic · $6.5BRogo and Xceed AI FRAML do comparable work on financial analysis; similar scale (public).2 of 3 capabilitiesShared product typeCompareQQuantexaPrivate · $2.6BRogo and Quantexa Decision Intelligence Platform do comparable work on financial analysis; same layer and the same scale band (growth-stage private).2 of 3 capabilitiesShared product typeSame scale bandCompareMLMintplex LabsPrivateRogo and AnythingLLM Cloud do comparable work on document extraction; Mintplex Labs's scale not recorded; ships application rather than the same layer.2 of 3 capabilitiesDifferent layerCompareTTIFINPrivate · $842MRogo and TIFIN.AI do comparable work on document extraction and financial analysis; similar scale (private); ships agent platform and application rather than the same layer.2 of 3 capabilitiesDifferent layerCompareLLuminancePrivate · $400MRogo and Luminance AI Contract Review do comparable work on document extraction; similar scale (private); ships application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareIIntuitPublic · $97.9BFelix and Intuit Enterprise Suite AI Agents do comparable work on financial analysis; similar scale (public).2 of 3 capabilitiesShared product typeComparePPeakAcquired ($119M deal)Felix and Peak Pricing AI do comparable work on financial analysis; Peak is acquired, with no independent scale.1 of 3 capabilitiesShared product typeCompareXXiao-iPublicFelix and DIF do comparable work on financial analysis; Xiao-i's scale not recorded.1 of 3 capabilitiesShared product typeCompare44ParadigmPublic · $2BRogo and 4Paradigm Sage HyperCycle do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareDDocusignPublic · $12.7BRogo and Docusign Iris do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareIInception42PrivateFelix and Alpha do comparable work on financial analysis; Inception42's scale not recorded; ships agent platform and application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareAAdobePublic · $115.9BRogo and Adobe Acrobat Studio do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareDDropboxPublic · $7.8BRogo and Dropbox Dash do comparable work on document extraction; similar scale (public); ships application rather than the same layer.2 of 3 capabilitiesDifferent layerCompareIIBMPublic · $216.6BRogo and IBM Watson Discovery do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareHHarveyPrivate · $11BRogo and Harvey Vault do comparable work on document extraction; similar scale (private).2 of 3 capabilitiesShared product typeCompareRRobinhoodPublic · $108.6BFelix and Robinhood Agentic Trading do comparable work on financial analysis; similar scale (public); ships application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareWWriterPrivate · $1.9BRogo and WRITER Knowledge Graph do comparable work on document extraction; same layer and the same scale band (growth-stage private).2 of 3 capabilitiesShared product typeSame scale bandCompareLLegoraPrivate · $5.6BRogo and Legora Portal do comparable work on document extraction; similar scale (private).1 of 3 capabilitiesShared product typeCompareZZendeskPrivate · $10.2BRogo and Zendesk Knowledge do comparable work on document extraction; similar scale (private).2 of 3 capabilitiesShared product typeCompareWWorkdayPublic · $49.3BRogo and Workday Contract Lifecycle Management do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareSServiceNowPublic · $130.1BRogo and ServiceNow Document Intelligence do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompareCHCohere HealthPrivate · $200M raisedRogo and Cohere Unify do comparable work on document extraction; same layer and the same scale band (growth-stage private).2 of 3 capabilitiesShared product typeSame scale bandCompareMMicrosoftPublic · $3.7TRogo and Azure AI Search do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeComparePPresightPublic · $5.6BFelix and Presight Financial Solutions do comparable work on financial analysis; similar scale (public).2 of 3 capabilitiesShared product typeCompareAAbridgePrivate · $5.3BRogo and Abridge for Revenue Cycle do comparable work on document extraction; similar scale (private); ships application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareEEliseAIPrivate · $384M raisedRogo and Lease Audits do comparable work on document extraction; same layer and the same scale band (growth-stage private).1 of 3 capabilitiesShared product typeSame scale bandCompareUUiPathPublic · $7.2BRogo and UiPath Communications Mining do comparable work on document extraction; similar scale (public).1 of 3 capabilitiesShared product typeCompareOOpenTextPublicRogo and OpenText Aviator do comparable work on document extraction; OpenText's scale not recorded; ships application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareAAirtableAcquired ($2.3B deal)Rogo and Omni do comparable work on document extraction; Airtable is acquired, with no independent scale; ships application rather than the same layer.1 of 3 capabilitiesDifferent layerCompareKHKakao HealthcarePrivateRogo and HAYCORN do comparable work on document extraction; Kakao Healthcare's scale not recorded; ships application and data service rather than the same layer.1 of 3 capabilitiesDifferent layerCompareLLlamaIndexPrivateRogo and LlamaParse do comparable work on document extraction; LlamaIndex's scale not recorded; ships API service, data service and 1 more rather than the same layer.2 of 3 capabilitiesDifferent layerCompare0101.AIPrivateRogo and TrueNorth AI Decision Platform do comparable work on financial analysis; 01.AI's scale not recorded.1 of 3 capabilitiesShared product typeCompareAAAleph AlphaPrivate · $500M raisedRogo and PhariaAI do comparable work on document extraction; same layer and the same scale band (growth-stage private).2 of 3 capabilitiesShared product typeSame scale bandCompareLLightOnPublic · $29.6MRogo and LightOn API do comparable work on document extraction; similar scale (public); ships API service and application rather than the same layer.2 of 3 capabilitiesDifferent layerCompareAAAutomation AnywherePrivateRogo and Context Intelligence Graph do comparable work on document extraction; Automation Anywhere's scale not recorded.2 of 3 capabilitiesShared product typeCompareDDatabricksPrivate · $190BRogo and Databricks AI do comparable work on document extraction; similar scale (private).2 of 3 capabilitiesShared product typeCompareALAI21 LabsPrivate · $1.4BRogo and AI21 Maestro do comparable work on document extraction; ships API service, agent platform and 2 more rather than the same layer.2 of 3 capabilitiesDifferent layerSame scale bandCompareSASakana AIPrivate · $2.7BFelix and Sakana Marlin do comparable work on financial analysis; ships application rather than the same layer.1 of 3 capabilitiesDifferent layerSame scale bandCompareTTencentPublic · $510.1BRogo and ima.copilot do comparable work on document extraction; similar scale (public).2 of 3 capabilitiesShared product typeCompare

Closest alternatives are pairs a vendor page itself compares. Similar products are matched from what each product does; nothing in that group is asserted as a rivalry.

Sources

Total funding

Press release · 29 Apr 2026

Company's own Series D release states total funding is "more than $300 million" after the $160M round — recorded as the stated floor, not a precise sum. Corrects the previously recorded $150M.

Employees

News reporting · Apr 2026

Forbes company profile for Rogo, "Employees" stated as of April 2026. Read 2026-08-27.

Founded

News reporting · 11 Sep 2026

"In 2022, he cofounded fintech company Rogo with fellow Princeton grad John Willett and software engineer Tumas Rackaitis."

Open Rogo in the directory

Something wrong here? Send a correction — quote this company id: rogo.