Rogo is the AI analyst built for Wall Street: a finance-grade platform that searches filings, transcripts, and research, drafts profiles and market overviews, and prepares first-pass materials, with the security and auditability institutions demand.

Rogo is purpose-built for investment banks, private equity firms, and asset managers, trained on the workflows of actual analysts. Ask it about a company and it pulls from SEC filings, earnings transcripts, broker research, market data, and your firm's own internal documents, returning answers with linked sources suitable for compliance review. It drafts company profiles, industry landscapes, and buyer lists, screens markets, and produces first-pass slide content in banker formats.

Enterprise deployment includes permissioning that respects information barriers, audit trails, and integration with internal knowledge, which is why top-tier firms trust it where consumer chatbots are banned.

Who is it for?

Investment banking teams compressing pitch prep, private equity professionals accelerating diligence, and asset managers scaling coverage. It is firm-level software, not an individual subscription.

How much does Rogo cost?

Enterprise-only custom pricing based on seats and data integrations, typically evaluated against analyst hours saved per deal cycle.

Our verdict

Rogo is what finance AI looks like when built by people who understand the workflow and the compliance stakes. For institutions, it is one of the most credible AI analysts available; for everyone else, it is a preview of where professional research is going.