Rogo

Free tier

AI for the most ambitious firms in finance

Free tier available·All audiences

Key strengths

Finance-domain expertise built by former bankers and investorsAI agents that execute end-to-end financial workflowsIntegration with firm systems and financial data platformsInstitutional-grade outputs (Excel models, investment memos, slide decks)Bespoke enterprise deployment with white-glove partnershipEnterprise-grade security (SOC2, ISO 27001, GDPR, CCPA, EU AI Act)

Free tier + paid plans

Facts verified against rogo.com on Oct 5, 2026

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Documentation & Integration Notes

Rogo is delivered as a bespoke enterprise deployment, meaning implementation is handled in close partnership with the Rogo team rather than through self-serve onboarding.

Supported integrations:

SharePoint — connect to firm document repositories and knowledge bases
CRM — sync with client relationship management systems

Financial data platforms are also supported as integration targets, enabling agents to pull live or structured financial data into workflows.

Compliance certifications available:

SOC 2
ISO 27001
GDPR
CCPA
EU AI Act

Prospective enterprise customers should engage Rogo directly to scope deployment architecture, data residency requirements, and integration configuration. White-glove partnership support is included as part of the enterprise offering.

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