Side-by-side comparison of AI visibility scores, market position, and capabilities
Tel Aviv SASE pioneer (founded 2015, Check Point co-founder) at $300M+ ARR (Sep 2025) and $4.8B valuation (Series G Jun 2025); first acquisition Aim Security AI Sep 2025 competing with Palo Alto Prisma SASE and Zscaler.
Cato Networks is a Tel Aviv, Israel-based SASE (Secure Access Service Edge) network security company — having raised over $1 billion in total funding including a Series G round in June 2025 at a $4.8 billion valuation — providing enterprises with a converged SD-WAN, network security (firewall, CASB, DLP, ZTNA), and XDR platform delivered as a cloud-native service from a global Points of Presence (PoPs) network. Founded in 2015 by CEO Shlomo Kramer (co-founder of Check Point Software, pioneer of the commercial firewall in 1993, and founder of Imperva in 2002) and President Gur Shatz (co-founder of Incapsula, cloud web application security), the company defined the SASE category before Gartner formally named it in 2019. Cato surpassed $250 million in ARR in 2024 (+46% year-over-year growth) and reached $300+ million ARR by September 2025, serving 3,500+ enterprises across 190 countries with 50,000 connected sites and 1.5 million remote users protected by zero trust network access (ZTNA). In September 2025, Cato completed its first acquisition — Aim Security — to expand AI security capabilities for enterprise AI agent adoption.
Global payments infrastructure founded by Patrick and John Collison (YC W10); $1.4T payments volume in 2024; $18B+ revenue; $106.7B valuation as of Sept 2025; powers everything from startups to Fortune 500 companies with developer-first API design.
Stripe is a global payments infrastructure company founded in 2010 by Irish brothers Patrick and John Collison, headquartered in San Francisco, California and Dublin, Ireland. Stripe was born from the insight that accepting payments online was unnecessarily complex for developers, and that a well-designed API could unlock an entire generation of internet businesses. The company went through Y Combinator's Winter 2010 batch and grew to become the defining payments infrastructure layer of the modern internet economy, processing payments for businesses in virtually every industry worldwide.\n\nStripe's platform provides payment processing, fraud prevention via Stripe Radar, subscription billing, revenue recognition, banking-as-a-service through Stripe Treasury, corporate card issuance, identity verification, and tax compliance tools. It serves a spectrum from early-stage startups to publicly traded enterprises including Amazon, Google, Salesforce, and Shopify. Stripe's developer-first philosophy — comprehensive documentation, SDKs in every major language, and a sandbox testing environment — created an ecosystem of millions of businesses built entirely on its infrastructure.\n\nStripe processed $1.4 trillion in total payment volume in 2024 and generates over $18 billion in annual revenue, with a valuation of $106.7 billion as of September 2025. The company has remained private longer than most comparably sized technology companies, giving it flexibility to invest in long-term product expansion. An April 2024 partnership with Apple Pay extended Stripe's reach further into mobile and in-store commerce. Stripe competes with Adyen, Braintree (PayPal), and Square, but its developer ecosystem depth and global infrastructure make it the default payments platform for a generation of technology companies.
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