Entreprises de cybersécurité, antifraude et LCB : qui est qui
Profiles of 89 cybersecurity, fraud prevention, identity, privacy and AML companies in the US, Brazil and Latin America, plus 93 M&A deals and funding rounds.
Palo Alto Networks
Platform, network & cloud · Public (PANW) · US$11.48bn (FY2026, to Jul-26)
Strata (NGFW/SASE), Prisma (cloud) and Cortex (XSIAM/XDR) platforms; NGS ARR of US$9.10bn (+63%). Closed CyberArk (~US$25bn) on 11 Feb 2026 and Chronosphere (US$3.35bn) in Jan 2026; also bought Protect AI, Koi and Console.
Fortinet
Platform, network & cloud · Public (FTNT) · US$6.80bn (FY2025)
Firewall, SASE and OT; 2025 billings of US$7.55bn (+16%) and 2026 guidance of US$7.5–7.7bn. Acquired Virtue AI (AI security) in Aug 2026.
CrowdStrike
Endpoint & XDR · Public (CRWD) · US$4.81bn (FY2026, to Jan-26)
Endpoint/XDR, cloud, identity and SIEM; ARR of US$5.25bn (+24%) and record net new ARR of US$1.01bn. In Jan 2026 bought SGNL (identity, US$740m) and Seraphic (browser, US$420m).
Akamai
Platform, network & cloud · Public (AKAM) · US$4.21bn total, of which US$2.24bn security (FY2025)
Security is now more than half of revenue (+10% in 2025). Acquired LayerX (browser security, ~US$205m) in May 2026.
Zscaler
Platform, network & cloud · Public (ZS) · US$3.35bn (FY2026, to Jul-26)
SSE/Zero Trust; ARR of US$3.77bn (+25%). Bought Red Canary (MDR, US$675m, Aug 2025), SquareX (Feb 2026) and Symmetry Systems (DSPM, May 2026).
Okta
Identity & access · Public (OKTA) · US$2.92bn (FY2026, to Jan-26)
Identity and access management; RPO of US$4.83bn (+15%) and FY2027 guidance of US$3.17–3.19bn.
Check Point
Platform, network & cloud · Public (CHKP) · US$2.73bn (FY2025)
Revenue +6% in 2025. AI-security push: Lakera AI (~US$190m, Q4-25), Cyata, Cyclops and Rotate (Q1-26) and Deepchecks (May-26).
Cloudflare
Platform, network & cloud · Public (NET) · US$2.17bn (FY2025)
Revenue +29.8% in 2025; 2026 guidance of US$2.785–2.795bn.
Rubrik
Data security · Public (RBRK) · US$1.32bn (FY2026, to Jan-26)
Revenue +48% and subscription ARR of US$1.46bn (+34%). Acquired Strata in Jun 2026.
SentinelOne
Endpoint & XDR · Public (S) · US$1.00bn (FY2026, to Jan-26)
Endpoint/XDR; ARR of US$1.12bn (+22%) and FY2027 guidance of US$1.195–1.205bn.
Tenable
Vulnerability management · Public (TENB) · US$999.4m (FY2025)
Exposure management; revenue +11% and 2026 guidance of US$1.065–1.075bn.
Rapid7
Vulnerability management · Public (RPD) · US$860m (FY2025)
2% growth and flat ARR of US$840m; 2026 guidance implies a 2–3% decline. Acquired Kenzo Security in Mar 2026.
Netskope
Platform, network & cloud · Public (NTSK, Nasdaq IPO Sep 2025) · US$709m (FY2026, to Jan-26)
SASE/SSE; IPO at US$19 per share raised US$908m. Revenue +32% and ARR of US$811m (+31%).
Qualys
Vulnerability management · Public (QLYS) · US$669.1m (FY2025)
Revenue +10% in 2025; 2026 guidance of US$717–725m.
Varonis
Data security · Public (VRNS) · US$623.5m (FY2025)
Data security; ARR of US$745.4m (+16%), 86% SaaS. Acquired AllTrue.ai (AI governance, US$150m) in Feb 2026.
Trend Micro
Endpoint & XDR · Public (TSE: 4704) · ¥275.98bn (FY2025)
Reorganised into Trend AI, Trend Life and VicOne. In Feb 2025 Reuters reported take-private interest from Advent, Bain, EQT and KKR; no deal as of Oct 2026.
Cisco Security
Platform, network & cloud · Public (CSCO) · ~US$2bn per quarter (Q3 FY2026)
Network, SIEM (Splunk, bought for US$28bn), XDR, Duo and SASE; flat revenue as Splunk shifts to cloud. Bought Astrix Security (~US$400m, May 2026) and announced intent to buy WideField (Jun 2026).
Microsoft Security
Platform, network & cloud · Public (MSFT)
Microsoft does not disclose standalone security revenue; it serves ~1.5m security customers and analyses over 100 trillion signals a day (Oct 2025).
Wiz
Platform, network & cloud · Acquired by Google (closed 11 Mar 2026)
Cloud security (CNAPP); Google's largest-ever acquisition, cleared by the DOJ (Nov 2025) and the European Commission (Feb 2026). ARR passed US$1bn in 2025 per an anonymous source; products remain on AWS and Azure.
CyberArk
Identity & access · Acquired by Palo Alto Networks (closed 11 Feb 2026)
Identity and privileged access (PAM). Terms: US$45 cash + 2.2005 PANW shares per share; now integrated into Strata and Cortex.
Armis
OT/IoT · Acquired by ServiceNow (closed Apr 2026) · ARR above US$340m (+50%)
Cyber exposure management and IoT/OT asset security.
Proofpoint
Email security · Sunnyvale, EUA · Private (Thoma Bravo, since 2021) · ARR above US$2bn (2024)
Email security; targets US$5bn ARR by 2030 and an IPO "possibly in 2026". Closed Hornetsecurity (US$1.8bn) in Dec 2025 and bought Acuvity (AI security) in Feb 2026.
Darktrace
Platform, network & cloud · Cambridge, Reino Unido · Private (Thoma Bravo, since 1 Oct 2024) · US$545.4m (2023)
AI-driven threat detection; acquired Cado Security in early 2025.
Sophos
Endpoint & XDR
Closed the Secureworks acquisition (US$859m) in Feb 2025 and serves over 28,000 organisations; bought Arco Cyber in Feb 2026.
Arctic Wolf
MSSP & services · Eden Prairie, EUA · Private (no IPO) · ARR of US$438m (Sacra, undated)
Managed security operations; US$2.25bn raised in total. Acquired Sevco Security in Feb 2026.
Claroty
OT/IoT · Nova York, EUA · Private
Infrastructure and OT security; US$150m Series F on 26 Jan 2026 led by Golub Growth. Considering an IPO.
Snyk
Application security · Boston, EUA · Private · US$309m (2025)
Code and application security; revenue +11% with a US$189m loss in 2025. Cut ~203 jobs (20%) in 2026; acquired Invariant Labs in 2025.
Recorded Future
Threat intelligence · Acquired by Mastercard (closed 20 Dec 2024)
Threat intelligence, now also used by Mastercard against fraud.
Mandiant
Threat intelligence · Google (since 2022)
Threat intelligence and incident response; part of Google Cloud Security.
Experian
Credit bureaus & data · Public (LSE: EXPN) · US$8.45bn (FY2026, to Mar-26)
Global bureau in 33 countries; spent US$792m on acquisitions in FY2026. Through Serasa Experian it closed ClearSale (Apr 2025); bought AtData in Feb 2026.
TransUnion
Credit bureaus & data · Public (NYSE: TRU) · US$4.58bn (FY2025)
Revenue +9% in 2025; 2026 guidance of US$4.946–4.981bn.
LexisNexis Risk Solutions
Fraud prevention & digital identity · RELX unit (Risk segment)
RELX reported £9.59bn revenue in 2025 (+7% underlying), with "strong growth in Risk". In Brazil it holds a minority stake in Quod.
Featurespace
Fraud prevention & digital identity · Cambridge, Reino Unido · Acquired by Visa (Dec 2024)
AI fraud prevention for payments, with clients such as HSBC, NatWest and Worldpay.
BioCatch
Fraud prevention & digital identity · Sale to Visa announced (Aug 2026), pending
Behavioural biometrics against fraud; serves 350+ banks in 21 countries and protects 760m users. Closing expected by Visa's fiscal Q2 2027.
Socure
Fraud prevention & digital identity · Incline Village, EUA · Private · ARR of US$364m (Q2-26; +63%)
Identity verification and fraud prevention with 3,000+ customers; strategic round led by Summit Partners and acquisition of Fravity in 2026.
Persona
Fraud prevention & digital identity · São Francisco, EUA · Private
Identity verification; US$200m Series D. Provides age verification for the UK Online Safety Act.
Feedzai
Fraud prevention & digital identity · Private
AI fraud prevention; raised US$75m in Oct 2025 and has a role in fraud prevention for the digital euro (ECB).
Sardine
Fraud prevention & digital identity · EUA · Private
Fraud and compliance; US$70m Series C (Feb 2025, Activant), US$145m raised in total and 300+ customers in 70 countries.
Securiti AI
Privacy & GRC · Acquired by Veeam (closed Dec 2025)
DSPM, privacy and AI governance. The buyer was Veeam (not Databricks).
Veza
Identity & access · Acquired by ServiceNow (closed 2 Mar 2026)
Identity security and access governance, including AI agents; its 2025 Series D valued it at US$808m.
Dragos
OT/IoT · Hanover, EUA · Majority sale to Accenture announced (19 Jun 2026)
OT security; Accenture takes a majority of Dragos plus 100% of runZero and NetRise (combined ARR ~US$208m, +53%). Closing expected Aug/Sep 2026.
Cyera
Data security · Private
Data security; raised US$600m in Jun 2026 and another US$400m in Sep 2026. Signed a letter of intent to buy Oasis Security (~US$1bn reported).
Island
Platform, network & cloud · Private
Secure enterprise browser; raised US$400m in Sep 2026.
ClearSale
Fraud prevention & digital identity · São Paulo, Brasil · Merged into Serasa Experian (2 Apr 2025); CLSA3 shares delisted from B3 · R$504m (year before the deal)
Fraud prevention for e-commerce and payments, with ~7,400 active clients and 62% of revenue in Brazil. IPO'd in 2021 (almost R$800m) and was bought by Serasa Experian: R$10.56 cash per class A share or Experian BDRs.
unico
Fraud prevention & digital identity · Private (SoftBank, General Atlantic, Goldman Sachs AM)
Facial-biometrics IDtech (formerly Acesso Digital) with ~25m authentications a month. Bought MakroSystems (R$150m, 2022) and US passkey firm OwnID in Sep 2025.
idwall
Fraud prevention & digital identity · Sale to Serasa Experian filed with CADE (6 May 2026)
Identity verification and background checks; R$260m raised (R$210m Series C in 2021). Reported price is ~R$450m (~5x revenue), not confirmed by the companies.
Serasa Experian
Credit bureaus & data · Subsidiary of Experian plc
Credit bureau and Brazil's leading fraud-prevention consolidator: 17 acquisitions in 6 years, including AllowMe (2023), ClearSale (2025) and idwall (2026, pending).
Boa Vista (Equifax)
Credit bureaus & data · Equifax (acquisition agreement 9 Feb 2023)
Brazil's second-largest credit bureau; owner of Konduto (fraud prevention).
Konduto
Fraud prevention & digital identity · Boa Vista/Equifax (acquired 2021)
E-commerce fraud prevention; analysed over 244m orders and prevented R$1.3bn in fraud.
Quod
Credit bureaus & data · BB, Bradesco, Caixa, Itaú and Santander; LexisNexis Risk minority · R$187m (2021)
The "banks' bureau" created for Brazil's positive credit registry; received R$420m from LexisNexis Risk Solutions (Oct 2022) and runs a mule-account database with Itaú.
Legiti
Fraud prevention & digital identity · São Paulo, Brasil · Private (Kaszek, GFC, Iporanga, Picus)
Fraud prevention for delivery and e-commerce founded by ex-Palantir staff; raised R$42m in Jan 2022. Clients include Daki, Americanas Delivery and Rei do Pitaco.
CAF
Fraud prevention & digital identity · Interior do RS, Brasil · Private (L4 Venture Builder, Parallax)
IDtech and fraud prevention with 300+ clients across Brazil, the US, Canada, Argentina and Colombia; raised R$50m in Sep 2025 (led by B3's L4) and grew 80% in H1-25.
QI Tech
Fraud prevention & digital identity · Private (General Atlantic)
Credit infrastructure with an in-house fraud layer from its Zaig acquisition (Dec 2021); raised a US$200m Series B.
AllowMe
Fraud prevention & digital identity · Serasa Experian (acquired 19 Sep 2023)
Device intelligence, formerly a Tempest/Embraer unit.
Incognia
Fraud prevention & digital identity · Private (Bessemer, Point72, Prosus, Valor)
Location and device-based identity, Brazilian-born, with offices in San Jose, New York, São Paulo and Recife; US$31m Series B in Jan 2024 led by Bessemer.
Serpro (Datavalid)
Fraud prevention & digital identity · Brasília, Brasil · Federal state-owned company
Datavalid checks personal data and biometrics against official databases for account opening and credit. Prosecutors (MPDFT) accused Serpro of using driver's-licence data without authorisation.
Tempest
MSSP & services · Recife, Brasil · Embraer; merger with Vision under SPX control announced (Sep 2026), pending CADE · Over R$700m (combined Tempest + Vision)
The Northeast's largest independent MSSP, born at CESAR. The all-share, cashless merger with Vision creates a firm with 600+ clients, led by André Fleury.
Vision Cybersecurity
MSSP & services · SPX Capital (>50%, since Jan 2026) · R$480m (2026 projection)
Spin-off of ISH's private-sector business; SPX invests up to R$400m (R$200m upfront). Clients include Bradesco, Itaú, Pan, Rede and Engie; merging with Tempest.
ISH Tecnologia
MSSP & services · Espírito Santo, Brasil · Private (founders) · R$150m (2026 projection)
Espírito Santo firm with 30+ years; kept the public-sector business after the Vision spin-off.
SEK
MSSP & services · Brasil (com Chile, Argentina, Colômbia e Peru) · Pátria Investimentos · Above R$300m in Brazil (2025 projection)
Pátria's regional platform formed by merging Proteus (Brazil) and NeoSecure (Chile); ~800 clients and 3 SOCs. Bought CleanCloud (2023), Proof (2024) and NetBR (Sep 2025).
NetBR
Identity & access · SEK/Pátria (Sep 2025)
Digital identity and security, with 100+ specialists and clients among Brazil's 10 largest banks.
Proof
MSSP & services · Rio de Janeiro, Brasil · SEK/Pátria (17 Apr 2024)
Founded by former Future Security staff; about 100 clients.
Segura
Identity & access · São Paulo, Brasil · Private (Riverwood Capital)
PAM vendor (formerly senhasegura) with 1,000+ organisations in 70 countries; took US$25m growth equity from Riverwood in Feb 2026 and hired a CFO to prepare an IPO.
Axur
Threat intelligence · Miami, EUA (fundada em Porto Alegre) · Acquired by Infoblox (Jan 2026)
Dark-web, phishing and brand monitoring; backed by Igah (Pátria) and DGF before the sale.
Asper
MSSP & services · São Paulo, Brasil · Private (founder Arthur Gonçalves) · R$500m (2024)
Integrator and MSSP that grew 78% in 2024, with a New York office; clients include Globo, Petrobras, Bradesco and XP. Has eyed a Nasdaq IPO.
Apura Cyber Intelligence
Threat intelligence · São Paulo e Brasília, Brasil
Threat intelligence and digital investigations, with clients such as Nubank, Inter, Safra and Vivo.
Kryptus
Data security · Campinas, Brasil · Private (Aerospace Fund)
Cryptography and cyber defence; its CM4-B crypto-computer is a designated Strategic Defence Product. Clients include TSE, the Central Bank and Caixa.
Clavis
MSSP & services · Rio de Janeiro, Brasil · Private (Visagio minority)
Information security firm with about 140 clients; received R$15m from Visagio in Apr 2022.
Blockbit
Platform, network & cloud
Brazilian NGFW vendor with 3,000+ corporate clients and 50% average annual growth over 5 years.
Hacker Rangers
MSSP & services
Gamified security-awareness platform from Perallis Security (launched 2018), with the PhishOS phishing simulator.
Safeway
MSSP & services · São Paulo, Brasil · Stefanini (10 Mar 2023)
Security consultancy with about 200 clients.
Protega
MSSP & services · Campinas, Brasil · Stefanini, via Safeway (15 Mar 2024)
Security integrator with 710+ clients.
Stefanini Cyber
MSSP & services · São Paulo, Brasil · Stefanini Group
The group's cyber arm, targeting over R$200m in 2024; rolled up Safeway, Protega and Romania's Cyber Smart Defence.
Morphus
MSSP & services · Fortaleza, Brasil · Accenture (14 Feb 2023)
Cybersecurity services and the Morphus Labs research unit.
Redbelt Security
MSSP & services
Consultancy behind the RIS platform, backed by Fapesp/PIPE.
Grupo NTSEC
MSSP & services · Brasília, Brasil
Group with 9 offices; acquired Ziva Tecnologia (Nov 2022) and projected over R$300m in sales.
TIVIT
MSSP & services · São Paulo, Brasil
In-house SOC handling 26,000+ incidents a month; the cyber unit grew 45% in 2025 and 12-fold in four years.
Vivo (CyberCo Brasil)
MSSP & services · São Paulo, Brasil · Telefônica Brasil (buyback announced 9 Dec 2025)
Vivo bought back CyberCo from Telefónica Tech for up to R$232m (R$212m + R$20m earn-out); unit with 300+ specialists.
Claro empresas
MSSP & services · América Móvil
B2B unit that replaced the Embratel brand in Apr 2025, with cybersecurity in its portfolio and a CISO community.
PSafe (dfndr lab)
Endpoint & XDR
dfndr mobile-security app with a scam lab; detected a 350%+ rise in Pix scams in Apr–May 2022.
Vultus Cybersecurity Ecosystem
MSSP & services
Group formed by merging Trust Cybersecurity and GC Security, part of the Falconi group.
Privacy Tools
Privacy & GRC · Rio Grande do Sul, Brasil · Private (Bossa Invest, DOMO, OBR Global, I2G) · R$8m (2023)
LGPD compliance software with 350 recurring clients (1,100+ companies) such as Copel and Fiemg; was seeking a ~R$10m round in late 2024.
DPOnet
Privacy & GRC · Private (Leavening, LW Ventures, Unimed Brasil)
DPO-as-a-service and LGPD compliance for 3,500 companies and 30,000 certified users; Unimed Brasil took a stake in Jul 2024.
OneTrust Brasil
Privacy & GRC · São Paulo, Brasil · Local operation of OneTrust (US)
São Paulo office with local hosting and LGPD solutions; clients include Banco ABC Brasil.
Truora
Fraud prevention & digital identity · Cali, Colômbia · Private (Propel/BBVA, Accel, Kaszek)
Identity and onboarding via WhatsApp, with 400+ clients in 9 countries (Rappi, Didi, Mercado Libre, Bancolombia) and a Brazil office.
VU
Fraud prevention & digital identity · Argentina · Private (Globant, BID Lab, Telefónica, NXTP)
Identity, fraud prevention and anti-deepfake (VU ONE); US$12m Series B in 2021 and presence in 27–30 countries.
Metabase Q
MSSP & services · San Francisco, EUA / México · Private (SYN Ventures, GBM)
LatAm-focused cybersecurity with operations in Mexico; US$16m raised (US$3m Series A in 2023 and US$11m extension in 2024).
Faraday
Vulnerability management · Miami, EUA (origem argentina)
Open-source vulnerability management platform with a lab in Buenos Aires and an office in Santiago.
Onapsis
Application security · Boston, EUA (escritório em Buenos Aires) · Private (CDPQ, NightDragon, LLR, Arsenal)
SAP application security with over 20% of the Fortune 100 as clients; US$117m raised (US$55m Series D in 2020).
M&A
- 2026-09-03 — Embraer + SPX (troca de ações) / Tempest + Vision
- 2026-09-01 — Palo Alto Networks / Console
- 2026-09 — Socure / Fravity
- 2026-09 — Investidores / Cyera · US$ 400 mi
- 2026-09 — Investidores / Island · US$ 400 mi (valuation US$ 6,4 bi)
- 2026-09 — Summit Partners (lead) / Socure · Valuation US$ 5,2 bi
- 2026-08 — Visa / BioCatch · US$ 2,4 bi
- 2026-08 — Munich Re / At-Bay · US$ 575 mi
- 2026-08 — Datavault AI / CyberCatch · US$ 94,5 mi
- 2026-08 — Fortinet / Virtue AI
- 2026-07-28 — Cyera / Oasis Security · ~US$ 1 bi (noticiado)
- 2026-07 — Investidores / Keyfactor · US$ 1 bi
- 2026-06-19 — Accenture / Dragos (maioria), runZero e NetRise · US$ 4,175 bi (EV)
- 2026-Q2 — Motorola Solutions / D-Fend Solutions · US$ 1,5 bi
- 2026-06 — 1Password / Apono · US$ 250–300 mi (noticiado)
- 2026-06 — SailPoint / Entro Security · ~US$ 200 mi
- 2026-06 — Databricks / Panther Labs
- 2026-06 — Cisco / WideField Security
- 2026-06 — Rubrik / Strata
- 2026-06 — Investidores / Cyera · US$ 600 mi (valuation US$ 12 bi)
- 2026-05-06 — Serasa Experian / idwall · ~R$ 450 mi (não confirmado pelas empresas)
- 2026-05 — Cisco / Astrix Security · ~US$ 400 mi (estimado)
- 2026-05 — Akamai / LayerX · ~US$ 205 mi
- 2026-05 — Torq / Jit · ~US$ 70 mi (estimado)
- 2026-05 — Check Point / Deepchecks · US$ 10–20 mi
- 2026-05 — Zscaler / Symmetry Systems
- 2026-04-20 — ServiceNow / Armis · US$ 7,75 bi
- 2026-04 — Bridgepoint / iC Consult · US$ 496 mi
- 2026-03-11 — Google (Alphabet) / Wiz · US$ 32 bi
- 2026-03-02 — ServiceNow / Veza · ~US$ 1,2 bi
- 2026-03 — Zurich / Beazley · ~US$ 11 bi
- 2026-03 — OpenAI / Promptfoo
- 2026-03 — Rapid7 / Kenzo Security
- 2026-02-11 — Palo Alto Networks / CyberArk · ~US$ 25 bi
- 2026-02-11 — Riverwood Capital / Segura · US$ 25 mi
- 2026-02 — Palo Alto Networks / Koi · ~US$ 400 mi (noticiado)
- 2026-02 — Varonis / AllTrue.ai · US$ 150 mi
- 2026-02 — Zscaler / SquareX
- 2026-02 — Proofpoint / Acuvity
- 2026-02 — Experian / AtData
- 2026-02 — Sophos / Arco Cyber
- 2026-02 — Arctic Wolf / Sevco Security
- 2026-01-26 — Golub Growth (lead) / Claroty · US$ 150 mi (valuation ~US$ 3 bi)
- 2026-01-15 — SPX Capital / Vision (spin-off da ISH) · Até R$ 400 mi
- 2026-01-15 — Infoblox / Axur
- 2026-01 — Palo Alto Networks / Chronosphere · US$ 3,35 bi
- 2026-01 — CrowdStrike / SGNL · US$ 740 mi
- 2026-01 — CrowdStrike / Seraphic Security · US$ 420 mi
- 2025-12-09 — Vivo (Telefônica Brasil) / CyberCo Brasil · Até R$ 232 mi
- 2025-12 — Proofpoint / Hornetsecurity · US$ 1,8 bi
- 2025-12 — Veeam / Securiti AI · US$ 1,725 bi
- 2025-Q4 — Check Point / Lakera AI · ~US$ 190 mi
- 2025-10 — Investidores / Feedzai · US$ 75 mi (valuation > US$ 2 bi)
- 2025-09-24 — L4 (B3), Parallax / CAF · R$ 50 mi
- 2025-09-19 — unico / OwnID (EUA)
- 2025-09-04 — SEK (Pátria) / NetBR
- 2025-09 — IPO (Nasdaq) / Netskope · US$ 908 mi captados (valuation ~US$ 7,3 bi)
- 2025-08 — Zscaler / Red Canary · US$ 675 mi
- 2025-04-28 — Palo Alto Networks / Protect AI · US$ 650–700 mi (estimativa Jefferies)
- 2025-04-02 — Serasa Experian / ClearSale · ~R$ 2 bi (~US$ 350 mi)