Finance

Rogo

AI agents that automate research and document creation for finance teams

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Pricing · PaidRising
The FalcoScan Intel PanelRogo · Finance
Data updated 1 November 2026
Opportunity
High
Band
Saturation
Open
Band
Wrapper risk
Low
Band
Momentum
Rising
Market trend

Finance AI has a narrow moat on average, from the moat scores of its rated products. What protects Finance AI tools, and the widest moats

The Brief

What Rogo does

Rogo builds an agentic AI platform purpose-built for investment banks, private equity firms, and asset managers. The company says its agents automate financial research, due diligence, and the creation of Excel models, investment memos, and diligence materials from source data. Rogo reports serving more than 350 financial institutions and 50,000 active users, including JPMorgan Chase and Bank of America. The founders, who have backgrounds in banking and investing, started the company in 2021.

How Rogo compares with its closest alternatives

1 of the 5 closest alternatives has a free plan; Rogo does not. 3 of the 5 offer an API; FalcoScan's records show none for Rogo. Rogo offers a web app. Of the alternatives, all 5 offer a web app. Rogo was founded in 2021; the alternatives were founded between 2013 and 2024, 3 of them earlier. Rogo is based in New York, United States; 2 of its 5 alternatives are in the United States too, and the others in Sweden, New Zealand and Denmark.

Market position · Finance

How Rogo compares in Finance

Rogo has high opportunity and sits in the top third of 392 live Finance tools on FalcoScan. Across Finance, the average opportunity score is 68.5 and the average saturation score 34.9. FalcoScan rates Rogo's own market position as open. 76 of the 392 operating Finance tools have hot momentum, and FalcoScan has recorded 6 shutdowns in the category.

Rogo compared with its closest alternatives
ProductOpportunitySaturationPricingPricing fromFree planAPIPlatformsMomentum
RogoFounded 2021 · New York, United StatesHighOpenPaid—NoNoWebRising
GraspFounded 2020 · Stockholm, SwedenHighOpenPaid—NoNoWebRising
ClairaFounded 2024 · New York, United StatesHighOpenPaid—NoYesWeb, API, Self-hostedRising
MarlooFounded 2024 · Auckland, New ZealandHighOpenFreemium—YesNoWeb, MobileRising
PerformativFounded 2020 · Copenhagen, DenmarkHighOpenPaid—NoYesWeb, API, MobileRising
Kensho Financial AIFounded 2013 · Boston, United StatesHighOpenPaid—NoYesWeb, APIStable

Exact opportunity and saturation scores for all 6 of these, and where each ranks in Finance.

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What it ships with

Capabilities & who uses it

The capabilities Rogo exposes to builders and the verticals it currently serves.

AI Capabilities
Research AutomationDocument GenerationFinancial ModelingNatural Language Queries
Industry Verticals
Financial Services
Tagged

Rogo shows up when builders search for these

investment-bankingfinancial-researchai-agentsdocument-automationdue-diligence
Similar tools · Finance

Alternatives to Rogo

Products still running that do the same job, from the finance market and related ones, closest match first.

See the Finance market
Finance
Grasp

An AI analyst that automates company research for finance professionals

Opportunity High
Paid
Finance
Claira

Agentic AI platform that automates deal analysis for private credit and PE

Opportunity High
Paid
Finance
Marloo

AI assistant that automates paperwork for financial advisers

Opportunity High
Freemium
Finance
Performativ

AI-native operating system for wealth and asset managers

Opportunity High
Paid
Finance
Kensho Financial AI

AI analytics for financial data at S&P Global scale

★ 4.4Opportunity High
Paid
Finance
Axle

AI-native clearinghouse that automates insurance verification and policy updates

Opportunity High
Paid
Featured in
Questions

Rogo: common questions

Is Rogo free?

No. Rogo is a paid product.

What are the best alternatives to Rogo?

The closest alternatives to Rogo that are still running, matched on the AI capabilities, uses and audience they share, are Grasp, Claira, Marloo, Performativ, and Kensho Financial AI.

Is Rogo still running?

Yes. As of 1 November 2026, FalcoScan lists Rogo as operating at rogo.com.

Where is Rogo based?

Rogo is headquartered in New York, United States.

Does Rogo have an API?

FalcoScan's records show no public API for Rogo.

Who is Rogo for?

Rogo is built for investment banks, private equity, and asset managers.

How do I sign in to Rogo?

Sign in on Rogo's own website, rogo.com. FalcoScan reviews Rogo but does not run its accounts, so logins, passwords and billing are handled by Rogo directly.

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