Rogo

Why it ranks #10

Rogo, an AI investment analyst, ranks #10 of 999 AI agents and #1 of 14 in Investment analyst, with a score of 8.8 of 10. Data as of 3 Oct 2026.

The score adds four parts, each 0 to 10, by weight. Every point comes from public evidence. How scoring works · Score wrong? Suggest a change

1. Proof

   Do customers use it? 30% of the score

   7

   Claims named customers, a customer count and work done at scale.

   • +3
     Named customers

     “More than 35,000 financial professionals at over 250 institutions, including Rothschild & Co, Jefferies, Lazard, Moelis, Nomura, and others, leverage Rogo in their daily workflows across origination, execution, advisory, and portfolio intelligence.”

     Source · 29 Apr 2026 · 2 claims
   • +2
     A customer count

     “earned through proven deployments for over 50,000 professionals across 350+ firms”

     Source
   • +2
     Work done at scale

     “150,000+ Daily queries sent by users”

     Source

   Not found: revenue or growth (+4), a customer result (+2)

2. Scale

   Is there a real company behind it? 30% of the score

   10

   100 people, raised $160M.

   • +7
     100 people100 or more people
   • +3
     Largest of 3 rounds: $160M (Series D)Rogo Raises $160M Series D to Scale the Agentic Platform for FinanceSource · 29 Apr 2026

3. Momentum

   Is it shipping and growing now? 25% of the score

   10

   Shows a recent launch, hiring, a new claim and funding news.

   • +3
     Release post in the last 6 monthsPreqin Now Live in Felix by RogoSource · 24 Aug 2026
   • +3
     Hiring: 85 open rolesGTM Associate, Enterprise Account Executive, Product Designer Source
   • +2
     A new traction claim

     “More than 35,000 financial professionals at over 250 institutions, including Rothschild & Co, Jefferies, Lazard, Moelis, Nomura, and others, leverage Rogo in their daily workflows across origination, execution, advisory, and portfolio intelligence.”

     Source · 29 Apr 2026
   • +2
     Funding news in the last yearRogo Raises $160M Series D to Scale the Agentic Platform for FinanceSource · 29 Apr 2026

   Not found: founded in the last year (it was founded in 2021) (+1)

4. Autonomy

   How much of the job does it do on its own? 15% of the score

   8

   Autonomous worker: completes whole tasks; people handle exceptions.

   • +8
     Level 3 of 4: Autonomous workerCompletes whole tasks; people handle exceptions.
   How the level was set

   • Level 3 (autonomous worker) from a reviewed decision that cites the product's own pages

   Level 3: Completes whole tasks; people handle exceptions.

About Rogo

Launches and news

1. Release24 Aug 2026Preqin Now Live in Felix by Rogo
2. Release6 Aug 2026Rogo Deal Room: The Future of Dealmaking

Alternatives in Investment analyst

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