Rogo
The Advisory Lead will guide top financial institutions on applying AI to their workflows and strategy, leading client engagements from pre‑sale through up‑sell, and translating Rogo’s capabilities into tangible business impact. The role involves building consultative relationships, delivering tailored product demos, and acting as the voice of the customer to inform sales and product strategies.
Headquarters
New York, New York, United States
Company Size
11-50 employees
Founded
2021
Rogo is a trusted AI platform purpose-built for finance, serving as the AI partner to the world's leading financial institutions, including investment banks and asset managers. Rogo's agents understand and execute end-to-end financial workflows — producing institutional-grade outputs such as Excel models, investment memos, diligence materials, and slide decks — while integrating directly into a firm's systems and financial data sources. The company recently announced a $160M Series D led by Kleiner Perkins and serves over 250 institutions with more than 35,000 bankers and investors on the platform.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Rogo.
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