Rogo is a New York-headquartered AI company building an enterprise-grade research and analysis platform purpose-built for investment professionals. Its flagship product is Felix, an agentic AI assistant that ingests a firm's internal documents alongside external market data and helps analysts, associates, and partners run research, build models, and produce client-ready outputs in a fraction of the usual time.
The company was co-founded in 2022 by CEO Gabriel Stengel (ex-Lazard investment banking analyst), COO John Willett (ex-J.P. Morgan), and CTO Tumas Rackaitis, after the team began prototyping together as students at Princeton. Rogo signed its first paying customer in late 2023 and now serves many of the most prominent firms on Wall Street, including bulge-bracket investment banks, private equity firms, and asset managers. According to the company, more than 35,000 finance professionals use the platform.
Funding has been aggressive: Rogo has raised roughly $285M across a Series B led by Thrive Capital in May 2025, a $75M Series C led by Sequoia in January 2026, and a $160M Series D led by Kleiner Perkins in April 2026. The Series D valued Rogo at approximately $2B, up from $750M only three months earlier. Backers include J.P. Morgan Growth Equity Partners, Khosla Ventures, BoxGroup, and Jack Altman. The three founders were named to the Forbes 2026 30 Under 30 finance list.
Rogo differentiates itself from horizontal AI tools by combining purpose-built financial reasoning models with deep integrations into the data sources analysts actually live in — internal pitchbooks, CIMs, transaction databases, and market data terminals. The system is designed to handle the regulated, security-conscious environment of a Wall Street firm, with permissioning that respects existing information barriers.
The company is best understood as an enterprise sales motion, not a self-serve SaaS. Pricing is bespoke and rolled out at the firm or desk level, typically after a security and procurement review. Rogo competes with horizontal copilots like ChatGPT Enterprise and with Bloomberg's GPT-style efforts, but its bet is that finance-native workflows justify a vertical platform.