AI Agent Security: Noma Security's Strategic Dominance in a $100B+ Market

The global AI security market is on a meteoric trajectory. By 2030, it is projected to exceed $134 billion, driven by the exponential rise in AI adoption and the corresponding surge in AI-specific threats. As enterprises deploy generative AI, agentic AI, and large language models (LLMs) at scale, the need for robust security frameworks has never been more urgent. In this rapidly evolving landscape, one company stands out: Noma Security.

The AI Security Market: A $100B+ Opportunity

The AI cybersecurity market is expanding at a compound annual growth rate (CAGR) of 24.4%, with a 2024 valuation of $25.35 billion and a 2030 forecast of $93.75 billion. This growth is fueled by the increasing sophistication of cyber threats, the proliferation of AI-driven attacks (e.g., prompt injections, model poisoning), and regulatory mandates like the EU AI Act and ISO 42001.

Enterprises are now prioritizing AI governance, runtime protection, and supply chain security. The market is shifting from reactive measures to proactive, AI-native solutions that secure the entire AI lifecycle—from model training to deployment. This is where Noma Security's strategic positioning becomes critical.

Noma Security: A Market Leader in AI Agent Security

Noma Security, based in Tel Aviv, has emerged as a dominant force in enterprise AI security. Its platform addresses the unique risks of agentic AI, a category of AI systems capable of autonomous decision-making and complex interactions. With 53% of organizations planning to adopt agentic AI by 2026 (per UBS Research), Noma's timing is impeccable.

Key Differentiators:
1. End-to-End AI Security Platform: Noma's solution includes AI asset discovery, runtime protection, supply chain security, and compliance alignment with global regulations. Its capabilities extend to red teaming and threat modeling, ensuring enterprises can anticipate and mitigate risks before they escalate.
2. Strategic Partnerships: In June 2025, Noma announced a partnership with Databricks, integrating its platform into Databricks AI environments. This collaboration enables secure, scalable AI deployment while adhering to frameworks like OWASP Top 10 for LLMs and MITRE ATLAS.
3. Investor Confidence: Noma has raised $132 million in funding, including a $100 million Series B led by Evolution Equity Partners in July 2025. Its ARR has grown by over 1,300% in the past year, with dozens of Fortune 500 clients across finance, life sciences, and retail.

Noma's platform is the only one purpose-built for agentic AI, a market segment expected to dominate AI adoption by 2028. Its ability to secure complex agent architectures, detect prompt attacks, and enforce automated policy governance positions it as a must-have tool for enterprises navigating AI's next frontier.

Strategic Positioning and Market Validation

Noma's leadership is further validated by its inclusion in the “Rising in Cyber 2025” list, a prestigious ranking of cybersecurity startups selected by 150 CISOs and security executives. The company is also recognized by Gartner as a leader in AI Trust, Risk, and Security Management (AI TRiSM), a framework critical for governing AI systems.

Its strategic funding from Silicon Valley CISOs Investments (SVCI)—a syndicate of CISOs from Adobe, Booking.com, and Chime—underscores industry confidence. Additionally, Noma's partnership with Databricks not only expands its go-to-market reach but also aligns it with the Data and AI company's $28 billion valuation and enterprise clientele.

The Investment Case

For investors, Noma Security represents a high-conviction opportunity in a market with explosive growth potential. Here's why:
1. Market Leadership: Noma's ARR growth of 1,300% and Fortune 500 client base demonstrate product-market fit.
2. First-Mover Advantage in Agentic AI: With 83% of organizations planning to adopt agentic AI by 2028, Noma's platform is uniquely positioned to capture this market.
3. Scalable Partnerships: The Databricks integration opens doors to thousands of Databricks' enterprise customers, accelerating Noma's growth trajectory.
4. Strong Capital Backing: Backed by Evolution Equity Partners, Ballistic Ventures, and SVCI, Noma has the resources to scale globally.

While Noma remains private, its valuation trajectory and strategic alliances suggest it could be a future acquisition target or IPO candidate. Investors should monitor its funding rounds and consider exposure through cybersecurity ETFs or related stocks like IBM and Microsoft, which are also investing heavily in AI security.

Conclusion: Securing the AI Frontier

As AI becomes the backbone of enterprise operations, securing AI systems is no longer optional—it's existential. Noma Security's ability to address agentic AI risks, its robust partnerships, and its rapid enterprise adoption make it a standout in a $100B+ market. For investors seeking to capitalize on the next wave of cybersecurity innovation, Noma's story is one worth watching closely.

The AI security arms race is on, and Noma is leading the charge.