Financial Agent platform Rogo secures another $30 million in funding, with five major banks collectively taking equity stakes.

Beating AI News Flash: Financial AI platform Rogo has secured approximately $30 million in strategic investment, with Citigroup, Barclays, BNP Paribas, Mitsubishi UFJ, and Societe Generale all participating. Including previous investors JPMorgan Chase, Wells Fargo, and Truist, at least 8 banks have now become strategic investors in Rogo.

Rogo initially focused on helping investment banks with models, PowerPoint presentations, and research, and is now building AI assistants for bank wealth advisors. It can review client portfolios, analyze client relationships, and help advisors prepare more personalized recommendations. Major banks such as JPMorgan Chase and Bank of America are already using Rogo.

Rogo completed a $160 million Series D funding round in April this year, reaching a valuation of $2 billion. This strategic investment did not disclose a new valuation.