Executive Summary

Credential theft through browser sessions and stolen tokens is a persistent problem for enterprises and SMBs alike, made worse by remote work and browser-first authentication; roughly 250 million business endpoints are in play and organizations already spend about $152 per endpoint annually on endpoint and credential protection, implying a $38.0B addressable market. Attackers exploit live sessions and credential replay to bypass perimeter controls, so security teams are left chasing alerts and performing lengthy forensics after compromises. You could build a solution that isolates high-risk browser sessions (micro-VMs, containerized browsers or process-level isolation) while continuously monitoring endpoint behavior using low-overhead, kernel-level telemetry such as eBPF. Pairing those signals with behavioral ML tuned to distinguish legitimate user actions from credential misuse would enable real-time containment (session revocation, enforced reauth or step-up MFA) and richer forensic trails for incident response, with integrations to IdPs, SSO, EDRs and SIEMs. This is an attractive moment: the market score is high (92/100) and revenue potential strong (88/100), driven by two converging trends — the rapid shift to browser-first auth that increases session exposure, and broader adoption of kernel-level telemetry plus AI behavioral detection that make precise, low-noise interception feasible. Those enablers lower cost and operational friction compared with legacy endpoint agents and static signature-based approaches. To stand out you’d need to combine robust session isolation with high-fidelity, low-overhead endpoint signals to materially reduce false positives while keeping latency and user friction low, but expect real challenges around privacy, integration complexity with enterprise IdPs and EDRs, and a medium-competitive field that will demand strategic partnerships and clear ROI proofs to win procurement cycles.

Market Opportunity

Prevent credential theft by isolating sessions and monitoring endpoint behavior targets a $38.0B = 250M business endpoints x $152 annual spend on endpoint/credential protection total addressable market with medium saturation and a year-over-year growth rate of 12% CAGR (enterprise endpoint & identity protection combined).

Key trends driving demand: Remote-work & browser-first auth -- increases exposure to credential theft and makes browser/session protection a priority.; Kernel-level telemetry (eBPF) adoption -- enables detailed, low-overhead endpoint signals for behavioral ML.; AI behavioral detection -- better differentiation between user and malicious credential use reduces false positives.; API and cloud auth proliferation -- more services use SSO/OAuth so stolen credentials can yield broader access, raising demand for credential-specific controls..

Key competitors include CrowdStrike (Falcon), SentinelOne, Microsoft Defender for Endpoint, CyberArk, Browser / isolation vendors (Menlo Security, Authentic8 Silo), Adjacent workarounds: Password managers, MFA (Okta, Duo), VPNs, SIEM.

Sign in to access

Prevent credential theft by isolating sessions and monitoring endpoint behavior

Executive Summary

Market Validation

Market Opportunity

More in Security & Compliance

Secure sensitive AI data flows with a low‑latency privacy gateway

Privacy-first AI triage for NDAs and confidential contracts at the edge

Secure model control planes — continuous audits + runtime enforcement

Ongoing security costs — prioritize & automate continuous remediation

Reduce compliance risk with AI-driven inspections, audits, and quality workflows

AI agents need enforceable stop‑signs — runtime safety controls