AI built for the most ambitious firms in finance

Joined September 2021
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Pinned Tweet
May 27
Which AI model is best for the financial work our customers do? We built the Big Finance Bench to find out. 928 questions written by ex-finance practitioners, scored against more than 15,000 rubric criteria, used to rigorously analyze ten frontier models across the workflows that run inside banks, PE firms, and asset managers. The first benchmark of its kind for finance. The findings surprised us. Read more on our blog.
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Jun 1
Imagine a client forwards you a market event relevant to your live deal. You pass it to Felix and ask it to assess how comps in the space reacted, and to keep watching for anything similar. Felix returns a finished deck with the supporting backup, then continues scanning the market each day, alerting you as comparable events surface. Later, you review the work and want it framed differently. You leave your comments directly on the deck, and Felix retains those preferences, carrying them into everything it builds for you next. Read more about what we shipped this spring on our blog.
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May 28
Anthropic just released Claude Opus 4.8, now available in Rogo. Every frontier model is evaluated against our internal Big Finance Benchmark to identify where it performs best across customer workflows. We’re excited to bring Opus 4.8’s capabilities to our customers.
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May 27
Which AI model is best for the financial work our customers do? We built the Big Finance Bench to find out. 928 questions written by ex-finance practitioners, scored against more than 15,000 rubric criteria, used to rigorously analyze ten frontier models across the workflows that run inside banks, PE firms, and asset managers. The first benchmark of its kind for finance. The findings surprised us. Read more on our blog.
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May 18
Announcing the Rogo Excel Plug-In. Felix, our AI agent for finance, now native to Microsoft Excel. Build, extend, and audit models grounded in your firm's conventions and precedents, without leaving your workbook.
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Rogo retweeted
Everyone knows the real alpha is in the afterparty ;) If you're a designer in NYC, come hang! So excited for this whole event.
We're throwing an afterparty. After Dive Club Live with @ridd_design wraps at @tryramp HQ, @RogoAI is sponsoring a private rooftop party with an open bar and live DJ. RSVP required. Spots are limited.
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May 5
"The difference between 'looks right' and 'is right' is enormous." That's how Strib Walker, our Head of Product, framed a core challenge of building AI for finance in a conversation with @Anthropic. To close that gap, we embed former bankers, investors, and research analysts alongside our AI researchers and engineers. Read the full Q&A: claude.com/customers/rogo
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May 4
Kevin Buehler is joining Rogo's leadership team as Chief Innovation Officer after 32 years at McKinsey advising the world's largest financial institutions. Read more about Kevin's arrival and our recent launch of Felix: rogo.ai/news/the-next-phase-…
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Apr 29
Today, we’re announcing our $160 million Series D funding, led by @kleinerperkins, with participation from @sequoia, @ThriveCapital, @jpmorgan, and @khoslaventures. 35,000 financial professionals. 250 institutions. One platform, purpose-built for finance. Thank you to our clients, our team, and our investors for their support as we continue building to raise the ceiling for what finance can accomplish.
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Apr 24
OpenAI released GPT 5.5. It is now available in our agent harness, Felix. In our initial testing, GPT 5.5 shows improvements in complex financial reasoning and multi-step analysis. We’re excited to bring GPT 5.5 to the 35,000 finance professionals who use Rogo today.
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Apr 16
Anthropic released Opus 4.7 this morning. It’s now available in our agent harness, Felix. In our initial testing, Opus 4.7 shows strong improvements in PowerPoint generation and reflects another step forward in artifact creation writ large. We’re excited to bring its capabilities into production.
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Apr 15
We are introducing Felix. Felix is a purpose-built agent for high finance, designed for long-running, complex workflows and capable of producing decks, models, and documents end-to-end. Felix executes so you can focus where it matters.
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Apr 13
AI security threats are all over the news. Our security team built an answer: Sisyphus, an autonomous agent that pen tests Rogo's infrastructure daily. Sisyphus found 18 exploitable issues in one afternoon that manual testing missed. All fixed within hours.
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Apr 6
Here’s the secret: AI adoption in banks isn’t just about the model. It’s the people. At Rogo we call them Forward Deployed Bankers. Ex-GS, MS, Blackstone, Lazard… Real people who can connect our solution to the problem it solves. That’s what drives adoption.
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