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Rogo

AI platform with finance-specific agents for investment banks and investment firms.

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What it is

Rogo is an AI platform built for investment banks and investors. Its finance-specific agents run research and deal workflows end to end, drawing on firm data and sources like FactSet, PitchBook, DealCloud, Salesforce and SharePoint. It adds shared projects, notes and a monitoring tool, and lists SOC 2 Type II and ISO 27001 controls. Pricing is by sales conversation.

MCP server

Not checked yet

We have not checked yet whether Rogo offers an MCP server for AI agents.

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