Rogo

New York AI platform for financial institutions whose agents build Excel models, investment memos, diligence and slide decks[5][7][8][9][10][11][13][16][19][21][22]

3 Recorded events7 People on the graph7 News mentions

Overview

Rogo is a New York City-based artificial intelligence company founded in 2021 by Gabriel Stengel, John Willett, and Tumas Rackaitis [4][6]. The company operates an enterprise AI platform that delivers agentic intelligence and autonomous workflow execution for financial institutions [3], automating research, workflows, and document creation in finance [4]. In 2026, Dow Jones struck a deal to embed its GenAI Newsfeed, including content from The Wall Street Journal, MarketWatch, Barron's, and Investor's Business Daily, directly into Rogo's agentic operating system for finance [1]. That same year, Empire State Development announced that Rogo would expand its New York City headquarters at 360 Park Avenue South, creating more than 400 jobs and investing nearly $14 million, supported by up to $6.5 million in state tax credits [2].

Rogo builds AI agents for financial institutions that execute finance workflows end-to-end across deals and investments, producing institutional-grade outputs such as auditable Excel models, investment memos, diligence materials and slide decks. It integrates into firms' existing systems and data sources including SharePoint, CRM platforms and market data, filings and research providers. [17]

Company careers page lists New York City roles and New York City as its primary office [18]

Rogo job board lists New York City among its offices [20]

Partnerships

Dow Jones struck a deal to embed its GenAI Newsfeed, including content from The Wall Street Journal, MarketWatch, Barron's and Investor's Business Daily, directly into Rogo's agentic operating system for finance. [2] (Jul 22, 2026)

Customers

Rogo's named customers include Truist Securities, Nomura and Baird Global Investment Banking. [14]

Growth & traction

Rogo reports more than 40,000 bankers and investors using the platform, over 50,000 daily queries, and more than 300 institutions served. The platform holds SOC 2, ISO 27001, GDPR, CCPA and EU AI Act compliance. [15]

LinkedIn lists 207 people working at Rogo. [23]

Funding & milestones

3 events found for Rogo · 2026

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Profile narrative

Rogo raised a $160M Series D led by Kleiner Perkins, bringing total reported equity funding to $300M. Founded in 2022 by Gabriel Stengel, John Willett and Tumas Rackaitis. [6] (Apr 29, 2026)

Leadership & org chart

2 alumni

In the news

Recent developments

  • Dow Jones integrates Newswires content into Rogo. Dow Jones struck a deal to embed its GenAI Newsfeed, including content from The Wall Street Journal, MarketWatch, Barron's and Investor's Business Daily, directly into Rogo's agentic operating system for finance.[1]Jul 22, 2026
  • Rogo expands New York City headquarters with 400+ new jobs. Empire State Development announced that Rogo will expand its New York City headquarters at 360 Park Avenue South, creating more than 400 jobs and investing nearly $14 million, supported by up to $6.5 million in state tax credits.[3]Jul 1, 2026
  • Empire State Development announced that Rogo will expand its New York City headquarters at 360 Park Avenue South, creating more than 400 jobs and investing nearly $14 million, supported by up to $6.5 million in state tax credits.[4]Jul 1, 2026

Alumni

  • Tumas R.Co-Founder, Chief Technology Officer

Backers

  • Sequoia Capital

    Venture capital firm backing founders across AI, healthcare, retail and other sectors from early stage through growth.

  • BoxGroup

    BoxGroup is an early-stage venture capital firm that invests in pre-seed and seed-stage startups, typically committing up to $1 million per company.

  • Kleiner Perkins

    Multi-stage venture capital firm active in AI infrastructure and enterprise software in New York

  • BoxGroup

    NYC-based seed-stage venture capital firm

  • Wells Fargo

    Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobil

  • Khosla Ventures

    Venture capital firm investing from established fintech through frontier AI research organizations

  • Thrive Capital

    NYC-based venture firm that builds and invests in internet, software, and technology-enabled companies

  • JP Morgan

    J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first. J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Social Media Terms and Conditions: https:

  • Thrive Capital

    Thrive Capital is an investment firm that builds and invests in internet, software, and technology-enabled companies.

  • AlleyCorp

    New York venture firm founded by Kevin Ryan that founds and invests in transformative companies in New York and worldwide, incubating startups and backing early-stage companies such as MongoDB, Business Insider and Gilt Groupe.

  • AlleyCorp

    AlleyCorp is a venture capital firm and startup incubator that founds and invests in early-stage technology companies across various sectors.

  • Positive Sum

    Positive Sum is an investment firm that backs founders, with a portfolio including companies like Physical Intelligence, Cognition, Eight Sleep, Vanta, and others across various stages.

  • TGTiger Global Management
  • Stonecroft Management

    Stonecroft Management was founded in 2022 to manage capital for Henry R. Kravis, Co-Founder and Co-Executive Chairman of KKR, a major private equity firm.

  • MVMANTIS Venture Capital
  • ACAlt Capital
  • JMJ.P. Morgan Growth Equity Partners
  • TVTruist Ventures

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