Who uses Rogo?
AI agents for investment banks and investors that produce models, memos, diligence materials and decks. rogo.com
18
companies use Rogo
18 companies use Rogo. 6% are in Banking & Mortgages. Confirmed or observed customers include Societe generale, Baird, and Harbor View. 4 of them are confirmed by a published case study, quote or press release.Latest check Oct 8, 2026: 18 of 18 companies checked, from 5 public sources.
- Category
- Finance & Accounting AI
- Customers by proof
- 4 confirmed, 14 observed
- Top industry
- Banking & Mortgages, 6% of customers
- Most similar
- FloQast, no shared customer yet
- Website
- rogo.com
What Rogo does
Rogo is an AI platform built for financial institutions such as investment banks and asset managers. Its domain-specific agents run end-to-end financial workflows across filings, market data and internal firm data, and produce Excel models, investment memos and slide decks. It reports 50,000+ users across 350+ institutions.
Written by usedby from rogo.com.
Main features
Common uses
Works with
18 companies use Rogo
Every company below links to the public page that shows it uses Rogo. Open a row to see the dated capture.
Customers over time: appears once we have six months of archived captures.
| Company | Industry | Proof |
|---|---|---|
 Societe generale | Banking & Mortgages | |
 Baird | — | |
 Harbor View | — | |
 Taureau Group | — | |
 Truist Securities | — | |
 Armapartners | — | |
 Canaccord Genuity | — | |
 Daiwa Securities | — | |
 H.C. Wainwright & Co. | — | |
 Jefferies | — |
Is Rogo right for your company?
See what companies in your industry use, from the companies we track. Pick your industry.
Of the 94 Banking & Mortgages companies on usedby, 1 is listed as Rogo customers. 23 use only another Finance & Accounting AI tool.
- Rogo only, 1%
- Rogo and another tool in Finance & Accounting AI, 0%
- Another tool in Finance & Accounting AI only, 25%
- No Finance & Accounting AI tool we can see, 74%
These are companies usedby tracks because a public page names them, often Rogo's own customer page. It is not a market share. A company counts once, whatever the number of tools it uses.
What customers report
Results as published by Rogo and its customers. Each one links to its dated source. We quote, we do not score.
~22xQuery volume growth since launch
Taureau GroupVendor case studyCaptured Oct 8, 2026Tasks that once consumed an entire workday now produce a repeatable, automated output in under five minutes.Baird leads with unbiased research – so Rogo has been the ideal partner. Our research analysts use Rogo to dig deeper and uncover ideas that help our clients with their investment process. More than a productivity tool, Rogo allows our analysts to investigate complex issues and feed the curiosity that makes them great.Before you buy Rogo
What Rogo publishes on the points buyers check first, each with its source and check date.
| Your data | Not used to train models by default. | rogo.com, checked Oct 8, 2026 |
|---|---|---|
| Integrations | Microsoft SharePoint, Microsoft OneDrive, Google Drive, Dropbox, Box, Outlook Mail, Gmail, Microsoft Teams, Slack, Salesforce, DealCloud, PitchBook | rogo.com, checked Oct 8, 2026 |
Questions to ask in your demo
- Which of your customers look like us, by industry and size?
- What does a pilot cost, and what decides the move to a full contract?
- Where is our data stored, who can access it, and is it used to train models?
- How does Rogo work with the tools we already use?
Rogo alternatives
Tools compared with Rogo most often, with the customers they share.
| Tool | Customers | Shared with Rogo | Compare |
|---|---|---|---|
 FloQast96 customers, 0 shared | 96 | 0 | Rogo vs FloQast |
 HighRadius72 customers, 0 shared | 72 | 0 | Rogo vs HighRadius |
 Ramp56 customers, 0 shared | 56 | 0 | Rogo vs Ramp |
 Campfire43 customers, 0 shared | 43 | 0 | Rogo vs Campfire |
 DataSnipper38 customers, 0 shared | 38 | 0 | Rogo vs DataSnipper |
Questions about Rogo
Who uses Rogo?
18 companies use Rogo, including Societe generale, Baird, and Harbor View.
Which industries use Rogo?
The industries with the most Rogo customers are Banking & Mortgages (1).
What are the alternatives to Rogo?
The tools compared with Rogo most often are FloQast (96 customers, 0 shared), HighRadius (72 customers, 0 shared), Ramp (56 customers, 0 shared), and Campfire (43 customers, 0 shared). See all Rogo alternatives.
How does usedby know who uses Rogo?
Each company is linked to a public page that names it: Rogo's customer page, a published case study, a press release or a job post. We save each page with a dated capture and check it again on each run. A company leaves the list only after three checks in a row that no longer find it, and at least 14 days after it was last seen. A company with a published case study or quote is never removed automatically.
What do confirmed, observed and signal mean?
Confirmed (4): a case study, a named quote or a press release. Observed (14): Rogo shows the company on its own pages, for example a logo wall. Signal (0): a job post shows the company’s employees use Rogo, the weakest proof. Every level counts as a customer, and each line shows its level.
How current is this list?
The most recent check was on October 8, 2026, and 18 of 18 companies on this list have been checked so far. A company leaves the list only after three checks in a row that no longer find it, and at least 14 days after it was last seen. A company with a published case study or quote is never removed automatically.
Changes and sources
New customers
No new customer yet. Tracking of Rogo started on October 8, 2026. New customers appear after two complete checks of its pages.