Rogo
by Rogo
Financial agents for banking and investing workflows
Reviewed by the the30top research team · Last reviewed 2026-10-27
Overview
Rogo is aimed at bankers and investors, running end-to-end financial workflows with agents and unifying data across systems such as FactSet, PitchBook, Salesforce, DealCloud and SharePoint. Its site lists SOC 2 Type II, ISO 27001, GDPR and CCPA. It is a workflow platform for institutions rather than a general deep research tool, and pricing is not published.
Our verdict
A credible finance-specific agent platform with a clear security story. Treat it as a workflow tool first and a research tool second.
Best for
Banks and investors that want agents tied to finance data and deal workflows.
Avoid if
You need general web research or a self-serve tool.
Pros
- Built around banking workflows
- Connects to common deal data tools
- Security certifications listed on the site
Cons
- Pricing not published
- Narrow to financial institutions
- Less of a general cited-report researcher
Key capabilities
Frequently asked questions
What does Rogo do?
It runs financial workflows with agents, such as refreshing public comps, finding precedent deals and reading investment memos.
Which systems does Rogo integrate with?
The site lists OneDrive, DealCloud, Salesforce, SharePoint, FactSet and PitchBook.
Which certifications does Rogo list?
SOC 2 Type II, ISO 27001, GDPR, CCPA, ISO 42001 and EU AI Act alignment.