Agentic Commerce Market Map April 2026
The companies and protocols building how agents will discover, decide, and pay.
Two distinct markets are forming. A human-in-the-loop market (arriving now, B2C first) that improves discovery and checkout with a user still pressing the final button, and an autonomous agent market (being built, B2B first) where agents decide, pay, and execute independently on net-new infrastructure. They share foundation models, stablecoins, and a fast-hardening protocol layer — but diverge in rails, identity, and UX.
94 entries
14 categories
$1B+ disclosed funding
8 live protocols
Updated Apr 2026
Recent moves
Tempo mainnet (Mar 18)
Stripe × Tempo ship MPP
Mastercard acq. BVNK $1.8B
Profound raises $96M (Sequoia)
Shopify × Google launch UCP
x402 V2 + Nevermined × Visa
★ Featured leader
$XXM Disclosed funding
Acq. Recent acquisition
Proto Open protocol
Human-in-loop (B2C)
Autonomous (B2B)
Shared infra
Human in the Loop
B2C First prompt → search → rank → approve → payDiscovery & GEOSEO → generative engine optimization
Facilitatorsbridge intent → merchant execution
Identity & TrustKYC → KYA (know your agent)
Autonomous Agents
B2B First policy → evaluate → permission → execute → learnAgent Frameworks & Runtimelargest category · most crowded
Agent Networksagents hiring agents
Payment Infrastructurehow agents hold & move money
Wallets & Key Managementembedded custody + session keys
Observability & Evalwhat did the agent actually do?
Protocols & Standardshow LLMs, agents, and commerce talk to each other
Stablecoins99% of agent payments in USDC
Compute & Gateways
