Addepar vs Block
Side-by-side comparison of AI visibility scores, market position, and capabilities
Addepar is the leading investment data platform for wealth managers, family offices, and private banks — managing $7T+ in client assets across 1,200+ firms. Raised $230M Series G at a $3.25B valuation in May 2025.
About
Addepar was founded in 2009 by Joe Lonsdale (also a co-founder of Palantir) with the mission of bringing transparency and precision to wealth management data. The platform aggregates complex portfolio data across asset classes — including public equities, fixed income, private equity, real assets, hedge funds, and alternatives — and delivers sophisticated analytics, reporting, and performance attribution tools to wealth managers, family offices, registered investment advisors, and private banks. As of 2025, Addepar's platform manages and advises on more than $7 trillion in client assets across more than 1,200 firms in over 50 countries.
San Francisco fintech (NYSE: SQ) added to S&P 500 July 2025; Cash App $5.0B gross profit, Square $3.7B, Afterpay BNPL integration, Jack Dorsey CEO competing with PayPal/Venmo and Stripe for merchant and consumer fintech.
About
Block, Inc. is a San Francisco, California-based financial technology company — publicly traded on the New York Stock Exchange (NYSE: SQ) as an S&P 500 Information Technology component (added to the S&P 500 on July 23, 2025, replacing Hess Corporation) — operating two primary financial platforms: Square (merchant payment processing, point-of-sale hardware, and business banking for small-to-mid-size merchants) and Cash App (peer-to-peer payments, digital banking, stock investing, and Bitcoin transactions for individuals) alongside Afterpay (buy now pay later), Tidal (music streaming), and TBD (decentralized finance), through approximately 12,000 employees. CEO Jack Dorsey (co-founder with Jim McKelvey in 2009 as Square, rebranded to Block in December 2021) leads the company's strategy of building an interconnected ecosystem of financial services that connect individual consumers (Cash App) with merchants (Square) and the broader financial ecosystem. In fiscal year 2024, Block reported gross profit of approximately $8.9 billion, with Cash App generating approximately $5.0 billion in gross profit (+14% year-over-year) driven by Cash App Card, direct deposit adoption, and Cash App Pay, while Square generated approximately $3.7 billion in gross profit (+9%) driven by software and banking products alongside payment processing. Block acquired Afterpay for $29 billion in January 2022 — integrating the Australian buy-now-pay-later platform into both Square (merchant installment offer at checkout) and Cash App (consumer Afterpay integration).
AI Visibility Head-to-Head
Key Details
Also Compare
Track AI Visibility in Real Time
Monitor how your brand performs across ChatGPT, Gemini, Perplexity, Claude, and Grok daily.