>_ alternatives to Rogo
47 research tools that do a similar job to Rogo, with the facts side-by-side.
See full data, pricing and features on the Rogo profile page.
the tool you're replacing
Rogo— Finance-native AI for investment banks, PE, and hedge funds — searches/analyzes filings, transcripts, and decks; generates pitchbooks and meeting prep.
finance-native AI platform for investment banks, PE, and hedge funds that searches and analyzes filings, transcripts, and market data to automate workflows like pitchbook generation, meeting prep, and research. integrates with CapIQ, FactSet, PitchBook, LSEG, Dow Jones, SEC filings, and internal firm data; delivers institutional outputs including excel models, memos, and slide decks.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Rogo (this tool) | investment bankers, private equity investors, and hedge fund analysts executing deals and research workflows at institutional firms | CALL | — | Investment Bank, Private Equity, Hedge Fund |
| Marvin Labs | equity analysts running deep-dive research on individual companies — earnings reviews, guidance tracking, management sentiment scoring. | FREE-$$$ free tier | — | Hedge Fund, Mutual Fund, RIA |
| AlphaSense | investment teams (hedge funds, pe, vc, asset managers, investment banks), corporate strategy, and consulting teams conducting market research, competitive intelligence, and due diligence across sectors. | CALL | — | Hedge Fund, Private Equity, Venture Capital, Mutual Fund, Investment Bank, RIA |
| Fira Research | financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. | FREE-CALL free tier | Free $0/month · Pro $99/month · Enterprise Custom | RIA, Hedge Fund, Investment Bank, Family Office, Mutual Fund |
| Finpilot | investment teams at endowments, foundations, ocio/family offices, and rias handling manager research, due diligence, and portfolio monitoring | CALL | — | RIA, Family Office |
| Quilt Labs | professionals conducting due diligence on stocks and bonds who need ai-generated insights cited to source documents. | CALL | — | — |
| StockInsights AI | value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. | FREE-$ free tier | Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
| Hudson Labs | institutional investors (asset managers, hedge funds, law firms) conducting equity research and fraud risk assessment on us public companies | $$$ | Core $100/month · Institutional contact sales | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, Family Office, RIA |
| AlphaWatch AI | investors, founders, and operators looking to surface warm paths and off-market deal opportunities from existing network data | CALL | — | Hedge Fund, Private Equity, Venture Capital |
| DFIN Pro | fundamental investors who want to track more names and follow earnings without assembling filings from scratch. | FREE-$$ free tier | Pay As You Go $0/mo · Base $9.99/mo · Plus $24.99/mo · Pro $49.99/mo | Retail |
| VouchAPI | hedge funds, pe firms, and fund ccos validating ai-generated diligence and investment memos. | $$-CALL free tier | Free tier $0 · Verification Gas Credits $500 per 500 units | Hedge Fund, Private Equity |
| Keye | private equity investors conducting due diligence on potential deals | CALL | — | Private Equity |
| Researchr | retail investors checking tickers before making calls or monitoring watchlists | FREE-$ free tier | Free 1 report · Monthly $29/mo · Annual $249/yr | Retail |
| AllMind AI | institutional buy-side and sell-side research teams across public equities, fixed income, private equity, venture capital, and wealth management | CALL | contact sales contact for enterprise pricing | Hedge Fund, Mutual Fund, Private Equity, Venture Capital, RIA, Family Office |
| Bipsync | institutional investment teams (asset managers, asset owners, consultants/advisors) seeking to centralize scattered research and reduce operational inefficiencies. | CALL | — | Hedge Fund, Mutual Fund, Family Office, Private Equity |
| Build a Thesis | investors who want to quickly produce a structured thesis on a stock | FREE free tier | — | Retail |
| Canary Data | institutional investors seeking ai-generated fraud/malfeasance signals and accounting disclosure analysis at analyst quality. | CALL | — | Hedge Fund |
| Capnote | investors, traders, brokers, and wealth managers seeking to automate research and reporting workflows. | $-$$ | Starter $9/mo or $7/mo annual · Premium $39/mo or $31/mo annual · Unlimited $89/mo or $71/mo annual · Business Group contact sales · Enterprise & White-label contact sales | Retail, RIA |
| DeepExa | users who need ongoing autonomous research across domains such as investment, academic, ancestry, or lead generation | $? | — | — |
| equitydesk.ai | active investors tracking global equities across multiple regions | $$ | — | Retail |
| Fiscal AI | users seeking natural-language access to s&p-grade company financials and segment metrics | FREE-$$ free tier | — | — |
| InSync Analytics | fundamental equity analysts requiring sell-side consensus integrated with actuals, guidance, and pre-built models. | CALL | — | Hedge Fund, Mutual Fund |
| Investilo AI | self-directed investors and RIAs seeking multi-stock comparative research and backtested strategies; used by professional asset managers and funds overseeing over $4B in AUM. | FREE-$$$$ free tier | — | Retail, RIA, Hedge Fund, Mutual Fund |
| LinqAlpha | investment researchers at hedge funds, asset managers, and investment banks conducting fundamental analysis, market signal monitoring, and competitive landscape analysis across global markets | CALL | — | Hedge Fund, Mutual Fund, Investment Bank |
| Matterfact | institutional investors seeking automated synthesis of filings, transcripts, expert calls, and alt-data into cited research. | CALL free tier | Free $0 | Hedge Fund, Mutual Fund, Family Office, RIA |
| Midas | built for analysts and investors | FREE-$$$ free tier | — | Retail, RIA, Family Office, Hedge Fund, Mutual Fund, Investment Bank |
| Monexa | stock research and fundamental analysis for users seeking a unified alternative to fragmented free sites or high-cost terminals. | FREE-$ free tier | Free $0 | Retail |
| Pinegap | wall street analysts and institutional investors needing to automate equity research workflows | CALL | — | Hedge Fund, Mutual Fund, RIA, Family Office |
| Portrait Analytics | institutional investors (hedge funds, long-only, multi-manager platforms) looking to discover, research, and monitor investment ideas across thousands of filings and transcripts. | CALL | — | Hedge Fund |
| Quantera | management consultants, investment banking teams, private equity analysts, and asset managers seeking faster due diligence and earnings analysis | CALL | — | Investment Bank, Private Equity, Hedge Fund, Mutual Fund |
| Samaya | institutional investment professionals — sell-side analysts, hedge fund teams, mutual fund managers, sales & trading desks, investment bankers, PE analysts — executing high-stakes research and monitoring workflows | CALL | — | Hedge Fund, Mutual Fund, Investment Bank, Private Equity, RIA |
| StockPrompt | individual investors analyzing stocks and options on indian exchanges (nse/bse). | FREE free tier | Free 0 INR | Retail |
| ValuationBot | analyzing listed shares with ai-built financial models to find mispriced equities. | $$-$$$ | — | Retail, Family Office, Hedge Fund, Mutual Fund |
| ValuWiki | retail investors seeking institutional-grade equity research with primary-source citations for every claim. | FREE-$$$ free tier | Free tier $0 | Retail |
| Hebbia | investors, bankers, lawyers, consultants, and fortune 500 companies conducting institutional research and deal workflows. | CALL | — | Investment Bank, Hedge Fund, Mutual Fund, Private Equity |
| Zacks Insight | investors seeking conversational access to Zacks research database for stock screening and idea generation | FREE-$$$ free tier | Basic $0 · Pro $12.99 · Premium $89.49 | Retail |
| 6ix | retail investors tracking press releases and investor events for companies they own or watch | $? | — | Retail |
| Curation | retail investors seeking structured research and ideas distilled from a collective of institutional investors. | FREE free tier | Free $0 | Retail |
| You.com Finance Research API | developers building financial workflows requiring multi-source reconciliation and cited structured intelligence — earnings research agents, pre-deal diligence tools, competitive intelligence workflows, financial q&a copilots. | $-$$ | Deep $110 per 1,000 requests · Exhaustive $500 per 1,000 requests | Hedge Fund, Mutual Fund |
| FN2 | investors who want scheduled research briefings drawn from live earnings calls, filings, and macro data without manually pulling reports each day. | FREE-$$ free tier | Free 100K tokens + 100 queries/mo | Retail |
| QuantLink | investors researching us equities with factor models and ai analysis tools. | FREE-$$$ free tier | Basic $0 · Pro not shown · Max not shown · Student not shown | Retail |
| Exent | self-directed retail investors building long-term wealth from public equity research | FREE free tier | Free $0 forever | Retail |
| Investi | people who do real research before they invest, from serious retail investors to analysts who want one place to track their coverage. | FREE free tier | Free (beta) $0 | Retail |
| Valye | investors and researchers who need fast, structured summaries of public company information without wading through filings and transcripts. | FREE-$ free tier | Explorer $0/mo · Basic $0/mo · Valye Pro $9.99/mo | Retail |
| Neyman AI | stock research using ai chat interface with access to global company fundamentals and institutional activity data | FREE-$$ free tier | Free Plan FREE · Basic Plan $20/month, billed annually · Pro Plan $50/month, billed annually · Enterprise contact [email protected] | Retail |
| ChatGPT for Financial Services | wall street professionals seeking to automate financial modeling and equity research tasks | CALL | — | Investment Bank, Hedge Fund, Mutual Fund |
| AlphaResearch | institutional investors, retail investors, and corporate strategists conducting stock research and fundamental analysis across global markets. | FREE-$$ free tier | Free limited access forever · Basic $49.99/month billed quarterly · Enterprise custom pricing/seat | Retail, RIA, Hedge Fund, Mutual Fund |
| Kaleidoscope | analysts, law firms, credit analysts, advisors, and journalists who need to extract structured data from sec filings, track institutional flow and activist campaigns, or verify every research output against a cited filing source. | CALL free tier | Free Trial $0 | Retail, RIA, Family Office, Hedge Fund, Mutual Fund |
free alternatives to Rogo
- Marvin Labs — equity analysts running deep-dive research on individual companies — earnings reviews, guidance tracking, management sentiment scoring.
- Fira Research — financial analysts conducting quantitative and qualitative research across hundreds of complex filings and data rooms. · Free $0/month · Pro $99/month · Enterprise Custom
- StockInsights AI — value investors and investment professionals conducting recurring research on public companies and portfolio monitoring. · Free $0/month · Pro $17/month ($200/year) · Developer Plan (API) 7-day free trial · Business Plan (API) contact sales
- DFIN Pro — fundamental investors who want to track more names and follow earnings without assembling filings from scratch. · Pay As You Go $0/mo · Base $9.99/mo · Plus $24.99/mo · Pro $49.99/mo
- VouchAPI — hedge funds, pe firms, and fund ccos validating ai-generated diligence and investment memos. · Free tier $0 · Verification Gas Credits $500 per 500 units
- Researchr — retail investors checking tickers before making calls or monitoring watchlists · Free 1 report · Monthly $29/mo · Annual $249/yr
- Build a Thesis — investors who want to quickly produce a structured thesis on a stock
- Fiscal AI — users seeking natural-language access to s&p-grade company financials and segment metrics
- Investilo AI — self-directed investors and RIAs seeking multi-stock comparative research and backtested strategies; used by professional asset managers and funds overseeing over $4B in AUM.
- Matterfact — institutional investors seeking automated synthesis of filings, transcripts, expert calls, and alt-data into cited research. · Free $0
- Midas — built for analysts and investors
- Monexa — stock research and fundamental analysis for users seeking a unified alternative to fragmented free sites or high-cost terminals. · Free $0
- StockPrompt — individual investors analyzing stocks and options on indian exchanges (nse/bse). · Free 0 INR
- ValuWiki — retail investors seeking institutional-grade equity research with primary-source citations for every claim. · Free tier $0
- Zacks Insight — investors seeking conversational access to Zacks research database for stock screening and idea generation · Basic $0 · Pro $12.99 · Premium $89.49
- Curation — retail investors seeking structured research and ideas distilled from a collective of institutional investors. · Free $0
- FN2 — investors who want scheduled research briefings drawn from live earnings calls, filings, and macro data without manually pulling reports each day. · Free 100K tokens + 100 queries/mo
- QuantLink — investors researching us equities with factor models and ai analysis tools. · Basic $0 · Pro not shown · Max not shown · Student not shown
- Exent — self-directed retail investors building long-term wealth from public equity research · Free $0 forever
- Investi — people who do real research before they invest, from serious retail investors to analysts who want one place to track their coverage. · Free (beta) $0
- Valye — investors and researchers who need fast, structured summaries of public company information without wading through filings and transcripts. · Explorer $0/mo · Basic $0/mo · Valye Pro $9.99/mo
- Neyman AI — stock research using ai chat interface with access to global company fundamentals and institutional activity data · Free Plan FREE · Basic Plan $20/month, billed annually · Pro Plan $50/month, billed annually · Enterprise contact [email protected]
- AlphaResearch — institutional investors, retail investors, and corporate strategists conducting stock research and fundamental analysis across global markets. · Free limited access forever · Basic $49.99/month billed quarterly · Enterprise custom pricing/seat
- Kaleidoscope — analysts, law firms, credit analysts, advisors, and journalists who need to extract structured data from sec filings, track institutional flow and activist campaigns, or verify every research output against a cited filing source. · Free Trial $0
Rogo alternatives for other asset classes
- AlphaSense (Multi-asset) — investment teams (hedge funds, pe, vc, asset managers, investment banks), corporate strategy, and consulting teams conducting market research, competitive intelligence, and due diligence across sectors.
- Keye (Private Markets) — private equity investors conducting due diligence on potential deals
- AllMind AI (Multi-asset) — institutional buy-side and sell-side research teams across public equities, fixed income, private equity, venture capital, and wealth management · contact sales contact for enterprise pricing
- Bipsync (Multi-asset) — institutional investment teams (asset managers, asset owners, consultants/advisors) seeking to centralize scattered research and reduce operational inefficiencies.
- Capnote (Multi-asset) — investors, traders, brokers, and wealth managers seeking to automate research and reporting workflows. · Starter $9/mo or $7/mo annual · Premium $39/mo or $31/mo annual · Unlimited $89/mo or $71/mo annual · Business Group contact sales · Enterprise & White-label contact sales
- DeepExa (Multi-asset) — users who need ongoing autonomous research across domains such as investment, academic, ancestry, or lead generation
- Fiscal AI (Multi-asset) — users seeking natural-language access to s&p-grade company financials and segment metrics
- Hebbia (Multi-asset) — investors, bankers, lawyers, consultants, and fortune 500 companies conducting institutional research and deal workflows.
- You.com Finance Research API (Multi-asset) — developers building financial workflows requiring multi-source reconciliation and cited structured intelligence — earnings research agents, pre-deal diligence tools, competitive intelligence workflows, financial q&a copilots. · Deep $110 per 1,000 requests · Exhaustive $500 per 1,000 requests
- Marvin Labs— AI research copilot for equity analysts — autonomous agents that run earnings reviews, KPI trackers, and guidance comparisons with citations.
- AlphaSense— AI search across SEC filings, earnings transcripts, broker research, and expert calls — the umbrella platform that now includes Tegus expert calls, Canalyst models, and Sentieo.
- Fira Research— AI financial-research assistant (YC-backed) — multi-document Q&A across thousands of filings with granular citations, instant P&L Excel extraction, and peer benchmarking.
- Finpilot— AI copilot for analysts, RIAs, and allocators — chat with citations, document extraction, comparison Matrix, and autonomous report agents.
- Quilt Labs— Factual generative-AI research over filings, newswires, and presentations — KPI detector + autonomous due-diligence agents with citations.
- StockInsights AI— AI equity-research assistant for value investors — search, summarize, and tag filings, transcripts, and 8-Ks across US and India.
- Hudson Labs— Co-Analyst AI for institutional equity research — KPI time-series extraction, forensic risk signals, and earnings analysis on 5,500+ US equities and ADRs.
- AlphaWatch AI— Predictive research and due-diligence AI for hedge funds and PE — multi-source synthesis (up to 100 sources/query) over filings, news, and private data.
- DFIN Pro— Research dashboard for fundamental investors — verifiable answers and company-history workflows from primary sources only.
- VouchAPI— VouchAPI turns SEC filings, CIM data rooms, market intelligence, and agent reasoning into certified investment research — with source-level evidence, method gates, and cryptographic audit trails.EquitiesData & APIs$$-CALL· Generate institutional-grade research with deterministic verification. Every claim vouched, every source traced.
- Keye— Deterministic AI co-pilot for private-equity due diligence — turns dataroom files into investor-ready cohort, retention, margin, and roll-forward analyses.
- AllMind AI— Aggregates broker research, filings, transcripts, news, and internal documents into a unified platform with AI-powered search, analysis grids, and automated report generation for institutional investorsMulti-assetResearchCALL· analyzes thousands of documents simultaneously with cited institutional-grade sources
- Bipsync— Centralizes investment research from emails, documents, and third-party providers into a structured workspace with AI-assisted tagging and collective intelligence tools for institutional teams.Multi-assetResearchCALL· automatic ingestion of research from emails, documents, and third-party sources
- Build a Thesis— AI workspace that generates a structured investment thesis from any ticker in minutes, with free financials and visualizations.
- Canary Data— Provides AI-based investment research platform with proprietary data covering accounting analysis, fraud detection, executive backgrounds, business fundamentals, and earnings calls for institutional investors.
- Capnote— Automates portfolio monitoring, company research reports, value chain analysis, and risk alerts for investors and financial professionals.Multi-assetPortfolio Tracking$-$$· one-click AI-generated financial memos that turn weeks of manual work into minutes
- DeepExa— Provides continuous agentic AI research that executes user-assigned research objectives autonomously over time.
- equitydesk.ai— AI-powered market intelligence: Stage Analysis, Earnings Call analysis, deep researches (and slide decks) with standardized prompt for 3000+ global companies, alternative data — all in one platform built for active investors.
- Fiscal AI— Conversational AI research over institutional-grade financials for 100k+ global companies, powered by S&P Market Intelligence.
- InSync Analytics— Automated financial models and near-real-time sell-side consensus for 4k+ companies — Excel add-in, web app, and API.
- Investilo AI— An analyst-grade stock research report bringing together fundamentals, technical signals, valuation insights, business updates, and key risk factors.
- LinqAlpha— Multi-agent AI platform for institutional equity research — Primer, Stock Catalyst, Devil's Advocate, and a Fusion copilot for hedge funds.
- Matterfact— AI 'superagent' for institutional investors — codifies your research workflow over filings, transcripts, expert calls, and alt-data.
- Midas— AI research platform for equity analysts and PMs — screening, custom dashboards, real-time alerts, and trend tracking across filings, calls, and decks with source-linked insights.
- Monexa— Get institutional-grade market insights, news, and data analysis in one powerful platform.
- Pinegap— AI-powered equity research platform built for institutional investors, RIAs, and single-family offices — automates models, dashboards, and reports.
- Portrait Analytics— Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.
- Quantera— AI-powered tool for equity professionals, analysts and asset managers. Drive insights from securities or bring your own data, all in one platform.
- Samaya— Expert AI agents for hedge funds and IB — thesis evaluators, data-point trackers, and primers with 96% accuracy on financial workflows.
- StockPrompt— Provides AI-powered conversational analysis of Indian stocks, options, and market trends using NSE and BSE data.
- ValuationBot— ValuationBot is AI stock valuation and equity research software for public-equity investors. It reads company reports, cleans and interprets financials, builds scenario-based DCF valuations, and produces analyst-style investment cases with catalysts, risks, valuation ranges, downloadable memos, and editable Excel models. Research Desk adds always-on regional market coverage and fresh valuation-backed ideas.
- ValuWiki— Institutional-grade fundamental analysis for any public company — decisive bull/bear cases with every claim cited to a primary source.
- Hebbia— Provides an AI platform for financial institutions to analyze unlimited documents, automate workflows, and extract insights from earnings calls, filings, and proprietary data sources.
- Zacks Insight— Provides conversational AI investment research assistant that answers stock questions and screens for buy/sell opportunities using decades of independent research data.
- 6ix— Provides AI-powered stock analysis, company news, filings, financials, forecasts, and investor events for public companies.
- Curation— Synthesizes investment insights from a professional investor network into AI-powered research reports covering bull/bear cases, catalysts, and risks for individual stocks.
- You.com Finance Research API— Provides cited, multi-step financial research API delivering structured intelligence from filings, macro data sources, and licensed S&P Global data with inline citations and source reconciliationMulti-assetData & APIs$-$$· agentic multi-step research with source-reconciled output and inline citations
- QuantLink— Provides AI deep-research agents, institutional fundamentals, factor models, and predictive ML signals for US stocks via a unified equity terminal.
- Exent— Provides institutional-grade equity research and analysis for self-directed individual investors through AI-powered tools
- Investi— Provides a workspace combining live company data, AI-assisted research, and note organization for equity investors.
- Valye— Generates AI-powered research summaries and visibility scores from SEC filings, earnings transcripts, and public company documents.
- ChatGPT for Financial Services— A tailored AI tool powered by OpenAI. It is designed to automate complex, labor-intensive tasks for Wall Street professionals, including financial modeling and equity research.
- AlphaResearch— Searches millions of global filings, transcripts, press releases and reports using AI-powered natural language processing to extract insights from unstructured text documents.
- Kaleidoscope— Provides SEC filing search, AI-powered extraction, institutional holdings tracking, insider trading data, M&A intelligence, and financial data APIs with semantic research tools and MCP server integration.