Rogo: Agentic AI for Wall Street Banks at a US$2bn Valuation
Rogo Co-Founder and CEO Gabriel Stengel is taking agentic AI for finance to thousands of professionals at institutions including Rothschild & Co and Lazard
TL;DR
- Rogo provides agentic AI for finance professionals at institutions like Rothschild & Co and Lazard.
- Founded in 2021, Rogo now serves over 60,000 users across 450 institutions with over 200,000 daily queries.
- The platform automates banking tasks such as financial modeling and company profiling by analyzing millions of financial documents.
- Rogo uses a model-agnostic stack, routing work across OpenAI, Anthropic, and Google models.
- Launched in April 2026, Felix is an autonomous agent handling deal screening, drafting confidential information memoranda, buyer outreach, and data room diligence.
- Rogo has secured strategic partnerships with LSEG, Microsoft (as a Copilot in Excel launch partner), and OpenAI.
- The company has experienced significant funding growth, reaching a US$2 billion valuation after a US$160m Series D in April 2026.
- Revenue has grown from US$2m in 2024 to over US$50m in ARR by September 2026.
- Key investors include AlleyCorp, Thrive Capital, Sequoia Capital, and Kleiner Perkins.
- Strategic investments were also secured from Barclays, BNP Paribas, Citi Ventures, MUFG Innovation Partners, and Société Générale.