AI Startup Rogo Raises $160 Million to Streamline Wall Street Workflows

Rogo is a generative AI platform built for financial institutions. It combines internal and external data with financial reasoning models to automate time-consuming work such as research, deal screening, presentations and financial modeling. The platform could allow Wall Street analysts to focus more on client relationships and decision-making while potentially reshaping junior bankers’ roles.

Rogo announced a $160 million Series D funding round on April 29, 2026, led by Kleiner Perkins with participation from Sequoia, Thrive Capital and J.P. Morgan, among others. The round brought its total funding to more than $300 million. Rogo will use the proceeds to expand its Felix AI agent, deepen customer integrations and grow in Europe and Asia. The platform serves more than 250 institutions and 35,000 financial professionals.