Rogo (business/productivity Software) Competitors in 2026
7 min read
Muhammad AliFounder, consultance.ai
Rogo's main competitors in 2026 are Hebbia, AlphaSense and Model ML. Hebbia starts from document analysis, AlphaSense from a 500M+ document research library, and Model ML from deliverables built inside Excel, PowerPoint and Outlook. None publishes list pricing for its AI product, so get a written quote for your real seat count before comparing.
The shortlist
- Rogo raised a $160M Series D led by Kleiner Perkins in April 2026, taking total funding above $300M.
- Hebbia's Matrix 2.0 builds its own document grid and feeds results into memos, decks and email.
- AlphaSense sells annual subscriptions, seat-based or usage-based, over a library of 500M+ documents.
- Model ML launched in 2024, has raised about $100M, and counts HSBC Asset Management as an investor.
- Rogo, Hebbia and Model ML do not publish list pricing; AlphaSense publishes its plan structure but not prices.
- Building a custom system is the alternative when your workflow or data is specific to your firm.
The main Rogo competitors in 2026 are Hebbia, AlphaSense and Model ML. Each sells AI for financial professionals, but they start from different places: Hebbia from document analysis, AlphaSense from a licensed research library, and Model ML from deliverables built inside Office tools. None of the four publishes list pricing for its AI product on its website, so every comparison below is based on what each vendor states publicly and what independent outlets have reported.
This post sets out what each vendor says it does, what has been independently reported, and what is not public. It ends with the option that sits next to buying any of them: building your own system.
What Rogo is, so the comparison has a baseline
Rogo describes itself as an AI platform built for finance. Its homepage says it serves 60,000 bankers and investors at 450 institutions, with 200,000 daily queries. Those are Rogo's own figures. Its April 2026 funding release gave lower numbers at the time: more than 35,000 professionals at over 250 institutions, naming Rothschild & Co, Jefferies, Lazard, Moelis and Nomura.
On April 29, 2026, Rogo announced a $160 million Series D led by Kleiner Perkins, with Sequoia, Thrive Capital, Khosla Ventures and J.P. Morgan Growth Equity Partners participating. The release puts total funding above $300 million. The same release introduced Felix, an agent that Rogo says runs multi-step work from deal screening and CIM generation to buyer outreach and data room diligence.
The product itself is organized around agents. Rogo's agents page lists an Agent Library of what it calls hundreds of practitioner-designed agents, an Agent Builder for firm-specific agents, and Proactive Agents that trigger on events such as data room files, earnings or emails. The homepage shows connections to OneDrive, SharePoint, DealCloud, Salesforce, FactSet and PitchBook. Rogo also places former bankers and investors inside client teams, which it calls Forward Deployed Bankers.
Rogo lists SOC 2 Type II, ISO 27001, ISO 42001, GDPR, CCPA and EU AI Act on its homepage. It does not publish list pricing. Its site routes buyers to a demo request, and rogo.com/pricing returned a 404 when we checked.
Rogo competitors at a glance
| Vendor | Starting point | Where it works | Published pricing | Most recent funding we could source |
|---|---|---|---|---|
| Rogo | Finance agents across banking and investing workflows | Rogo platform, Excel and PowerPoint per its agents page, connected firm systems | Not published; demo request | $160M Series D, April 2026, total above $300M |
| Hebbia | Document analysis in a grid (Matrix), now with an assistant (Max) | Hebbia platform, PowerPoint, Copilot Cowork, data room and data warehouse integrations | Not published; demo request | $130M Series B led by Andreessen Horowitz, 2024 |
| AlphaSense | Licensed research library of 500M+ documents | AlphaSense platform, Excel and PowerPoint add-ins, API and MCP on Enterprise Suite | Annual subscription; seat-based or usage-based; contact sales | $650M raise at $4B valuation alongside $930M Tegus acquisition, June 2024 |
| Model ML | Client-ready deliverables and workflows | Excel, PowerPoint, Outlook, Model ML app, firm systems | Not published; demo request | About $100M raised since 2024 launch; HSBC Asset Management investor, October 2026 |
The competitors in detail
Hebbia
Hebbia's homepage calls it institutional intelligence for investors, bankers, lawyers, consultants and Fortune 500 companies. The product has two named parts. Matrix is a grid where each row is a document or company and each column is a question. Max is described as an analyst that works across the deal team.
Business Insider reported on August 26, 2026 that Hebbia was founded in 2020 and that it was one of the earliest companies to use AI to analyze large collections of financial documents. Its grid let users ask many questions across many documents at once. The same article reported that Hebbia began rolling out Matrix 2.0, which takes a plain-English request, builds the grid itself, and then feeds results into a memo, deck or email for review. Business Insider also noted that Rogo now has a table interface of its own, and that Rogo says Felix can turn a single prompt into decks and documents.
On funding, Hebbia's own blog announced a $130 million Series B from Andreessen Horowitz, Index Ventures, Google Ventures and Peter Thiel. Business Insider reported in August 2026 that Hebbia had not announced further funding since, and that its president said the company remains well capitalized. Hebbia's blog shows recent integrations with Datasite (October 20, 2026) and Databricks (October 23, 2026), and a November 2026 release adding Hebbia in PowerPoint and Copilot Cowork. Hebbia does not publish list pricing.
Where it fits against Rogo: Hebbia is the closer match for teams whose core job is reading large stacks of documents, such as credit agreements, data room files or filings, and turning them into structured answers. Rogo leans further into banking deliverables and named workflow agents.
AlphaSense
AlphaSense is a market intelligence company. Its pricing page says it was founded in 2011 by Jack Kokko and Raj Neervannan and serves more than 8,000 enterprise customers, including 92% of the S&P 100. Its core asset is content: the company says it indexes more than 500 million documents, including broker research, company filings, expert call transcripts from Tegus, news and regulatory sources.
FinTech Futures reported in June 2024 that AlphaSense agreed to acquire Tegus for $930 million and raised $650 million alongside the deal, at a $4 billion valuation. The round was co-led by BDT & MSD Partners and Viking Global Investors. That acquisition is why expert transcripts sit inside the AlphaSense library today.
AlphaSense is the one vendor here that describes its pricing structure publicly. It sells annual subscriptions in two plans, Market Intelligence and Enterprise Suite. Market Intelligence can be bought per seat. Enterprise Suite is usage-based and adds the Agent API, the SuperAnalyst MCP and internal content search. Dollar figures are not published; the page directs buyers to sales. AlphaSense lists SOC 2 Type II and ISO 27001, plus bring-your-own-key and bring-your-own-bucket hosting options.
Where it fits against Rogo: AlphaSense is a research and market intelligence platform first, with workflow tools built on top of its library. Rogo is a workflow platform first that connects to data you already license, such as FactSet and PitchBook. A firm choosing between them is usually choosing between buying content and buying automation.
Model ML
Model ML positions itself as a finance agent that lives where bankers already work. Its homepage names Excel, PowerPoint, Outlook, its own app and a firm's internal systems. Its product lineup is Workflows, Grids, Document Review, Chat, Notetaker and Sites, and it markets to investment banking, consulting, private equity and credit, and asset and wealth management. It lists ISO 27001, SOC 2 Type II and GDPR, and offices in New York, San Francisco, London and Hong Kong.
Business Chief reported on October 3, 2026 that Model ML launched in 2024 and has raised $100 million, with HSBC Asset Management as a new investor and Financial Technology Partners and QED Investors committing capital. The same report lists advisors including former HSBC CEO Sir Noel Quinn and former UBS chairman Axel Weber. Model ML's homepage also links to an HSBC global rollout announcement. Model ML does not publish list pricing.
Where it fits against Rogo: the two overlap heavily. Both target investment banks, both use forward-deployed experts, and both lead with client-ready output. Model ML's emphasis is on working inside Office and email; Rogo's is on a large agent library and proactive agents. We covered the pair in more depth for one buyer type in Model ML vs Rogo for family offices.
AI for finance teams
Screen more deals without adding analysts
First system live in about six weeks. You own the code.
Book a discovery callHow to choose between them
The useful question is not which vendor is strongest in general. It is which one matches the work your team actually repeats every week. Four checks narrow it quickly.
- Is your bottleneck content or labor? If analysts lack access to research and expert calls, AlphaSense sells the content. If they have the data but spend nights formatting comps and decks, Rogo and Model ML sell the labor.
- Is the work document-heavy? Reviewing hundreds of contracts or data room files is the use case Hebbia was built around.
- Where do your people live? All four now reach into Office. Check which systems they connect to on day one: your CRM, your document store, your data warehouse, your licensed data.
- What will it cost at your seat count? None of the four publishes a number. Get a written quote for your real headcount and usage before you compare features.
For private equity teams in particular, the diligence and portfolio monitoring work is often specific to the fund. Our AI for private equity page covers the workflows we see most often.
The option next to buying a seat
Every product above is a platform you rent. That is the right choice for many firms, especially large banks that want a vendor's agent library and support team. It is a poorer fit when your edge is a process nobody else runs, when your data sits in systems no vendor connects to, or when you do not want a core workflow to depend on another company's roadmap.
That is the work consultance.ai does. We build custom finance AI for deal teams, family offices and funds. The first system is usually live in about six weeks, and the client owns the code. You can see what that looks like on our AI deal desk systems page, browse free prompt packs in the library, or book a call to compare a build against the quotes you already have.
Sources
- Rogo homepage, fetched 2026-11-05
- Rogo agents page, fetched 2026-11-05
- rogo.com/pricing (returned 404), fetched 2026-11-05
- PR Newswire: Rogo Raises $160M Series D, fetched 2026-11-05
- Hebbia homepage, fetched 2026-11-05
- Hebbia blog: Series B announcement, fetched 2026-11-05
- Business Insider: Hebbia relaunches Matrix, fetched 2026-11-05
- AlphaSense homepage, fetched 2026-11-05
- AlphaSense pricing page, fetched 2026-11-05
- FinTech Futures: AlphaSense acquires Tegus, fetched 2026-11-05
- Model ML homepage, fetched 2026-11-05
- Business Chief: Model ML secures HSBC backing, fetched 2026-11-05
