1Password Becoming Enterprise Identity Infrastructure

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1Password at $265M ARR

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as they integrate into enterprise workflows around access management and device security to fend off "frenemies" like Okta and Rippling.
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1Password is trying to become the control layer that sits on top of logins, devices, and app access, which makes it harder for larger suites to squeeze it out. In practice, that means moving beyond storing passwords into checking whether a device is healthy, plugging into identity systems like Okta and Microsoft Entra, and staying present in the employee workflow every time someone signs in, shares a credential, or gets access to a work app.

  • Okta owns the main identity gate for many companies, but 1Password is building around the gaps. Its Universal Sign On and SSO features are designed to cover both managed and unmanaged apps, while Device Trust can block sign in from unhealthy devices before access is granted.
  • Rippling is the clearest frenemy because it bundles password management into a broader HR and IT stack. A company can onboard an employee, ship a laptop, assign apps, enforce device policies, and store team passwords in one system, which turns password management into one feature instead of a standalone product.
  • The defense is product depth inside security workflows. 1Password has pushed into secrets automation for engineering, SIEM integrations for security teams, and device checks that work even on personal devices, so the buyer is no longer just an individual employee but IT, security, and engineering together.

This is heading toward a market where the winning product is the one that can verify both who the user is and whether the device should be trusted, across every app an employee touches. If 1Password keeps embedding itself into those daily checks and access decisions, it can grow from a password manager into durable enterprise identity infrastructure.