Dashlane
Dashlane makes a password manager and credential security platform for consumers and businesses.
On the record
Checkpoint: Omnix AI Advisor general availability and Climb Global Solutions channel results
The call
Dashlane holds enterprise accounts through integration lock-in while free OS bundling and AI browsers erode its consumer base and its last funding round dates to 2019.
Dashlane makes password management software for businesses and consumers, storing login information securely so people don't have to remember passwords. It is getting harder to compete because Microsoft, Google, and Apple now offer password managers built directly into Windows, Chrome, and iPhones for free, and new AI tools are learning to fill in forms and spot suspicious websites on their own. The company faced a major breach in June 2026 that damaged trust in its core product, and no new investment money in seven years suggests growth has stalled. What could turn things around is whether Dashlane's newer AI features (like a product called Omnix) generate real business revenue through partnerships by late 2026, or whether the company will need to be bought out or shrink as its main product becomes commoditized.
Why
01
AI pressure: AI browsers (OpenAI Atlas, Perplexity Comet, Atlassian Dia). AI browsers now fill forms and manage logins natively, cutting the reason to install a separate vault app. Could AI do the core job? Only partly.
02
Bigger players: Microsoft (Entra), Google (Chrome Password Manager), Apple (Keychain). Free password managers bundled into Windows, Chrome, and iOS quietly pull consumers away from paid standalone vaults. Could a giant copy it? Yes, easily.
03
What protects it. Enterprise customers stay locked in through SSO, SIEM integrations, and compliance certifications that are costly to rip out.
What would change this call
Omnix AI Advisor reaches general availability in fall 2026 with disclosed revenue tier. Shows whether the AI pivot converts to real enterprise revenue or stays a rebrand.
Dashlane announces a new priced primary funding round or, alternatively, a down-round or acquisition talks surface. Indicates whether investors see growth ahead or are exiting a stalled asset.
Microsoft, Google, or Apple deepens native credential security in Entra, Chrome, or Keychain. Would show the consumer and SMB base eroding further to free bundled tools.
Dashlane announces a new priced primary funding round or, alternatively, a down-round or acquisition talks surface. Indicates whether investors see growth ahead or are exiting a stalled asset.
Microsoft, Google, or Apple deepens native credential security in Entra, Chrome, or Keychain. Would show the consumer and SMB base eroding further to free bundled tools.
Key numbers
- No new primary funding round since 2019
- Revenue estimates range $83.8M to $113.4M
- About 500,000 customers, $227 average ACV
Named risks
- No new primary funding round in over 7 years since May 2019 Series D.
- June 2026 brute-force breach exfiltrated encrypted vaults, reputational damage in trust-dependent category.
- Free OS-native password managers from Microsoft, Google, Apple erode consumer base.
- Headcount decline and Crustdata Growth Score of 0/100 signal stagnation as of June 2026.
- Conflicting third-party revenue estimates ($83.8M vs $113.4M) suggest unclear actual growth trajectory.
Rivals, as read in July 2026
| Rival | Direction | Evidence |
|---|---|---|
| 1Password | losing to | 1Password remains category leader with $6.8B valuation from 2022 raise; Dashlane has no round since 2019 |
| Microsoft (Entra, Windows) | losing to | Free credential bundling erodes consumer base per market pressure noted through 2026 |
| Google (Chrome Password Manager) | losing to | Free browser-native password manager cited as substitute pressure, 2026 |
| LastPass | gaining on | LastPass's 2022 breach reputational damage helped Dashlane absorb migrating users, per March 2026 review |
| Bitwarden, Keeper Security | contesting | Named as direct competitors in enterprise password manager comparisons, March 2026 |
| AI browsers (OpenAI Atlas, Perplexity Comet, Atlassian Dia) | contesting | Dashlane confirmed browser-extension compatibility with these AI browsers as of Feb 2026 |
Questions people ask
- Is Dashlane profitable in 2026?
- No public profitability disclosure exists. Third-party estimates show revenue between $83.8M (ZoomInfo, July 2026) and $113.4M (Latka, 2024 est.), but Dashlane has not raised primary capital since May 2019 and headcount has fallen from 366 to 314 by June 2026, suggesting cost discipline rather than confirmed profit.
- Could AI replace Dashlane?
- AI browsers like OpenAI Atlas and Perplexity Comet are commoditizing autofill, and free OS-native tools from Microsoft, Google, and Apple already erode consumer demand. Dashlane's defense is its zero-knowledge, AWS Nitro Enclave-based enterprise vault and 25,000+ brand base, launching Omnix AI Advisor GA in fall 2026 to stay relevant.
- Did Dashlane have a data breach?
- Yes. Between May 31 and June 4, 2026, Dashlane disclosed a brute-force attack that bypassed 2FA and device-registration controls, exfiltrating encrypted vaults from fewer than 20 personal-plan accounts. Dashlane said its investigation was complete by June 4, 2026.
- Who owns Dashlane?
- Dashlane is privately held and venture-backed, not publicly traded as of 2026. Its last primary funding round was a $110M Series D led by Sequoia Capital in May 2019; a private secondary transaction occurred December 1, 2025, per PitchBook, but no new priced round has followed.
- Who is Dashlane's biggest competitor?
- 1Password is generally considered the category leader Dashlane trails, while Bitwarden, Keeper Security, LastPass, NordPass, and Proton Pass compete directly as of March 2026. Bigger structural threats are Microsoft Entra, Google Chrome Password Manager, and Apple Keychain, which bundle credential features for free.
- What is Omnix and why did Dashlane rebrand?
- Omnix is Dashlane's AI-powered credential security platform, launched April 24, 2025, layered on its original password vault to fight phishing and shadow IT. The company cited surveys showing 80% of organizations saw more sophisticated AI-driven phishing, prompting the shift from password manager to security platform branding.
Timeline
- 2026-06-04Dashlane declares brute-force breach investigation complete after vault exfiltration
- 2026-06-03Dashlane issues security advisory on brute-force attack bypassing 2FA
- 2026-05Dashlane announces North American distribution partnership with Climb (NASDAQ: CLMB)
- 2026-03Omnix AI Advisor enters beta, runs in AWS Nitro Enclave
- 2026-02-03Dashlane launches AI-powered Scam Protection for personal users
- 2025-12-01Private secondary transaction recorded by PitchBook, no new primary capital
- 2025-05-20Dashlane opens expanded three-floor Lisbon office with ~100 employees
- 2025-04-24Dashlane launches AI-powered Omnix credential security platform
- 2019-05-30Dashlane closes $110M Series D led by Sequoia Capital, last primary round
- 2009Dashlane founded by Bernard Liautaud, Alexis Fogel, Guillaume Maron, Jean Guillou
Revision history
21 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources
- Dashlane Closes Largest Funding Ever... Series B (2014, last updated May 2025)
- Dashlane profile (2026)
- Dashlane Expands to New 3-Floor Office in Lisbon (May 20, 2025)
- Dashlane launches AI-powered Omnix platform (April 24, 2025)
- How Much Did Dashlane Raise? (May 22, 2025)
- Dashlane raises $110M (May 30, 2019)
- Dashlane 2026 Company Profile
- Dashlane revenue profile (Oct 2024)
- ZoomInfo Dashlane profile (July 2026)
- Customer Testimonials
- Companies that use Dashlane (July 12, 2026)
- Dashlane - Headcount, Funding & Open Jobs (June 23, 2026)