Side-by-side comparison of AI visibility scores, market position, and capabilities
SF CNAPP with runtime intelligence for 90% false positive reduction; $180M total ($100M Craft Ventures/TCV Series A Dec 2024 at $900M valuation) serving 200+ enterprises including Peloton and Bill competing with Wiz for cloud security.
Upwind is a San Francisco-based cloud-native application protection platform (CNAPP) — backed with $180 million in total funding including a $100 million Series A extension in December 2024 led by Craft Ventures with TCV and Alta Park Capital at a $900 million valuation, following an $80 million seed round — providing enterprise security teams with runtime-powered cloud security that combines cloud security posture management (CSPM), workload protection, vulnerability management, identity security, and container security by correlating live workload runtime activity with configuration and vulnerability context to eliminate the false positive noise that plagues legacy cloud security tools. Serving 200+ enterprise customers including Peloton, Bill, Fiverr, and Agoda with 4,000% year-over-year revenue growth, Upwind claims 90% false positive reduction versus traditional CNAPP tools. Founded in 2022 by Amiram Shachar and team from Spot.io (acquired by NetApp for $450 million).
San Jose zero trust security (NASDAQ: ZS) surpassing $3B ARR FY2025; 500B+ daily transactions across 160+ data centers for 8,650+ enterprises and 35% Forbes Global 2000 competing with Palo Alto Prisma for enterprise zero trust.
Zscaler is a San Jose, California-based cloud security company — publicly traded on NASDAQ (NASDAQ: ZS) at approximately $30 billion market capitalization — operating the world's largest security cloud, the Zscaler Zero Trust Exchange, that processes 500+ billion daily transactions across 160+ data centers globally. In fiscal year 2025 (ended July 31, 2025), Zscaler surpassed $3 billion in annual recurring revenue (ARR) with Q4 FY2025 revenue of $719.2 million (21% year-over-year growth), serving 8,650+ enterprise customers including 35% of the Forbes Global 2000. The platform's flagship products — Zscaler Internet Access (ZIA, secure web gateway), Zscaler Private Access (ZPA, zero trust network access), and Zscaler Digital Experience (ZDX, application performance monitoring) — have eliminated traditional VPN and network perimeter architectures for thousands of enterprises. Founded in 2007 by CEO Jay Chaudhry (serial security entrepreneur who built and sold four prior security companies); IPO March 2018.
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