Side-by-side comparison of AI visibility scores, market position, and capabilities
$23M Series C March 2024 (Fulcrum/Godwin); 3B API requests/day; Edmunds/Klarna/Delivery Hero customers; Retail Media Cloud platform; ad server infrastructure leader
Kevel (formerly Adzerk) is an ad infrastructure company founded in 2010 by James Avery to provide API-first ad serving technology that allows digital platforms to build custom, first-party advertising networks rather than relying on third-party ad tech stacks like Google Ad Manager. The company was built on the thesis that publishers, marketplaces, and retail media operators needed programmatic-grade ad serving capabilities they could control, customize, and brand as their own — without the data leakage, opacity, and vendor lock-in associated with dominant ad tech platforms. Kevel's API architecture makes it uniquely suited for companies that need to embed advertising logic directly into their own product infrastructure.\n\nKevel's primary products include its core Ad Server APIs, which process 3 billion+ ad requests per day, and its Retail Media Cloud platform, which enables e-commerce companies and marketplaces to build sponsored product and display advertising businesses on top of their own shopper data. Customers include Edmunds for automotive listings ads, Klarna for commerce media, and Delivery Hero for restaurant and grocery sponsored placements — all examples of companies that needed ad serving infrastructure customized to non-standard inventory formats and audience contexts. The Retail Media Cloud positions Kevel at the center of the fastest-growing segment in digital advertising.\n\nKevel raised a $23 million Series C in March 2024, bringing total funding to approximately $42 million, to accelerate its retail media platform and expand its enterprise sales motion. The company has benefited significantly from the retail media wave — as Amazon's advertising business demonstrated the economics of first-party commerce data monetization, every major retailer and marketplace has sought to build comparable capabilities. Kevel's white-label approach allows these companies to move faster than building proprietary ad tech from scratch while maintaining full data ownership and control.
NYSE: U real-time 3D engine used by 20M+ developers for mobile and cross-platform games at $1.81B FY2024 revenue; Unity 6 and Matt Bromberg leadership rebuilding after 2023 Runtime Fee controversy competing with Unreal Engine.
Unity Technologies is a San Francisco-based real-time 3D development platform — listed on NYSE (NYSE: U) — providing game developers, film studios, automotive engineers, and enterprise architects with the Unity Engine (one of the world's two dominant game engines alongside Unreal Engine), Unity Gaming Services, and the Unity Ads monetization network, used by 20+ million registered developers to create mobile games, PC and console titles, VR/AR experiences, architectural visualizations, and interactive automotive configurators. Founded in 2004 by David Helgason, Joachim Ante, and Nicholas Francis in Copenhagen and headquartered in San Francisco, Unity generated $1.81 billion in revenue in fiscal year 2024 as the company navigated one of the most turbulent periods in its corporate history — a controversial Runtime Fee pricing change announced in September 2023 that triggered massive developer backlash and was ultimately reversed, followed by the resignation of CEO John Riccitiello and appointment of Matt Bromberg as new CEO in 2024.
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