Farsight vs Rogo (2026)
Farsight and Rogo chase the same banking deliverables, from decks and CIMs to models and memos, and The Information has reported the two as competitors. The decision rests on whether you want the most widely adopted platform or one built to learn your firm's judgment. Rogo states more than 50,000 users at more than 350 institutions, names Truist Securities, Nomura and Baird, and runs its Felix agent on OpenAI models named in OpenAI's own case study. Farsight is smaller and names TresVista as a client. It offers what Rogo does not describe, on premises deployment beside a single tenant VPC on AWS or the customer's own cloud, and an approach that treats senior bankers' redlines as the standard to learn. S&P Global's investment means Farsight is coming to Capital IQ Pro as an add on, while Rogo already draws on S&P Global data. Both agents can produce material that reaches clients or counterparties, and neither describes an approval gate before it does.
- You need the software on your own servers. Farsight offers on premises deployment as well as a single tenant VPC on AWS and the customer's own cloud.
- You want the system to learn from your senior bankers. Farsight uses approved redlines and review decisions as context, so a VP's edits become standards for the next draft.
- You are a Capital IQ shop. S&P Global invested in Farsight and plans to sell its deliverable builder as an add on to Capital IQ Pro.
- You produce long documents. Freeform writes CIMs of more than 60 pages from a single prompt, with PowerPoint, Excel and Word outputs kept in sync.
- You want proof at scale. Rogo states more than 50,000 bankers and investors at more than 350 institutions and quotes executives at Truist Securities, Nomura and Baird.
- You want the model supplier named. OpenAI's customer story maps GPT 4o, o1 mini and o1 to specific jobs inside Rogo.
- Your security review asks for ISO 27001. Rogo lists ISO 27001 and SOC 2 with a trust portal, where Farsight has a SOC 2 Type I report with Type II in observation.
- You want finance professionals working beside your team. Rogo places finance professionals with customer teams during onboarding to set up workflows.
This comparison is published by AI FinTech Index, an independent research platform that publishes independent ratings of AI vendors for financial services. Farsight and Rogo are each graded against the same capability taxonomy, from each vendor's own public materials and the regulatory record, under the AI FinTech Index verification standard. No vendor pays for placement, and no vendor has reviewed this page. How this evidence is graded
Plain facts
| Farsight | Rogo | |
|---|---|---|
| Primary category | Capital Markets & Research AI | Capital Markets & Research AI |
| Founded | Not published | Not published |
| Headquarters | New York, New York, United States | New York, New York, United States |
| Website | www.farsight-ai.com | rogo.com |
Side by Side
Select any grade to read the note behind it.
| Axis | F Farsight |
R Rogo |
|---|---|---|
| AI Centrality | ||
| Autonomy and Oversight Model | ||
| Model Risk Management and Transparency | ||
| Operational and Outcome Evidence | ||
| AI Safety and Data Stewardship | ||
| GLBA and Data Privacy Posture | ||
| Security Certifications and Trust Center | ||
| Regulatory Status and Licensure | ||
| AI Governance and Bias Disclosure | ||
| AI Liability and Recourse | ||
| Model Supply Chain Disclosure | ||
| Core Systems and Integration Depth | ||
| Deployment Model and Data Residency | ||
| Commercial Transparency | ||
| Institution and Segment Coverage |
The short version of each
Farsight
Farsight produces client ready financial deliverables, pitch decks, CIMs, IC memos and models, inside PowerPoint, Excel, Word and a web app. Freeform writes a full deliverable from one prompt, and proactive agents prepare materials from CRM data and past deals. S&P Global Market Intelligence owns a minority stake and plans a Capital IQ Pro module, and Farsight deploys in a single tenant VPC on AWS, in a customer's own cloud or on premises.
Source: AI FinTech Index, 2026
Rogo
Rogo is an AI analyst platform for investment banks, private equity firms and investors, stating more than 50,000 users at more than 350 institutions. Felix carries deal work from Excel models and memos to decks, on data from S&P Global, FactSet and Crunchbase and a firm's own documents. According to the AI FinTech Index, Rogo writes models, memos and decks back into the tools where deal teams work, with SharePoint and customer relationship systems among its named connections.
Source: AI FinTech Index, 2026
Common questions
Is Farsight or Rogo better for investment banks?
Rogo fits a bank that wants the most widely adopted platform and named peer references. Farsight fits a bank that needs on premises deployment, wants output shaped by its own senior bankers' edits, or plans to buy through Capital IQ Pro. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 10, 2026. No vendor pays for placement.
Do Farsight and Rogo train on client data?
Both say no. Rogo says private customer data never trains or updates its models. Farsight says customer data never trains any model and runs model calls through zero retention endpoints. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 10, 2026. No vendor pays for placement.
Which security credentials do they hold?
Rogo lists SOC 2 and ISO 27001 with a trust portal at trust.rogo.ai. Farsight has a SOC 2 Type I report with Type II in its final observation period, and it has no trust center. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 10, 2026. No vendor pays for placement.
What do Farsight and Rogo cost?
Both price by quote. Farsight's chief executive argues banks should compare vendors on the fully loaded cost of an approved deliverable, review time included, rather than on model rates. Graded by AI FinTech Index against the same capability axes from each vendor's own published materials, verified October 10, 2026. No vendor pays for placement.
Related comparisons
Other published head to head assessments involving these vendors or their closest peers. The full set for this category is on the Wealth & Advisory AI page.
The Information has reported Farsight as a competitor to Rogo. Rogo's described agent duties include outreach to prospective buyers in a live deal, and one Farsight customer sends Farsight generated touchpoints to clients and counterparties. Neither vendor describes an approval step before that material leaves the bank. S&P Global is an investor in Farsight and a data source for Rogo.