Radar · Consumer in Paris
Best Consumer Companies in Paris, France
The 1380 best Consumer companies in Paris, France in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Vestiaire Collective.
By Sweetie IyerMarkets & Momentum
1380companies tracked
$8.3Bdisclosed funding
6unicorns
385have raised
Ranked: Best Consumer companies in Paris
| # | Company | App-install YoY | Disclosed funding | Last round | Employees | Tech stack | Web popularity | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Planity Online platform for salon appointment booking | +42% | $105M | 27 mo ago | 350 | SentryApple iCloud MailGoogle Workspace+23 | Top 50k | — | 1 expansion · 2 awards |
| 2 | PhotoRoom Application for product and portrait photography | +25% | $64M | 29 mo ago | 40 | TurbopackNode.jsRadix UI+30 | Top 10k | — | 1 launch · 1 partnership |
| 3 | Karos AI-enabled-platform offering car-pooling services | +14% | $41M | 30 mo ago | 70 | WebflowApple iCloud MailGoogle Workspace+24 | Top 5M | — | — |
| 4 | Deezer 🦄 Online platform for on-demand music and radio streaming | +14% | $445M | 50 mo ago | 605 | Node.jsFacebook LoginGoogle Sign-in+21 | Top 10k | 6 patents Audio fingerprinting for content ID and synchronized multi-device media playback | — |
| 5 | Vestiaire Collective 🦄 Online consignment based marketplace platform offering multi-category pre-loved fashion products | +13% | $667M | 56 mo ago | 804 | ContentstackNode.jsEnvoy+34 | Top 50k | — | — |
| 6 | GO Voyages Online travel agency for flights, hotels and car rentals | +12% | $568M | 193 mo ago | 195 | Google Sign-inBackbone.jsEmotion+27 | Top 50k | — | — |
| 7 | Convelio Tech-enabled SaaS-driven freight forwarder for fine art shipping services | — | $47M | 2 mo ago | 210 | ContentfulApple iCloud MailGoogle Workspace+14 | Top 10M | — | 1 launch |
| 8 | Zefir Online resellers of residential properties | — | $39M | 9 mo ago | 60 | WebflowAlgoliaGoogle Maps+27 | Top 500k | — | — |
| 9 | Naboo Offers a corporate travel booking platform for businesses | — | $8M | 4 mo ago | 31 | LovableContentfulRadix UI+26 | Top 5M | — | — |
| 10 | Shippeo SaaS-based road freight transportation management platform for carriers and shippers | — | $110M | 17 mo ago | 243 | WebflowSentryApple iCloud Mail+32 | Top 5M | — | 3 awards |
| 11 | Ray studios Provider of tattoo removal services | — | $12M | 6 mo ago | 14 | WebflowAmazon Web ServicesTikTok Pixel+19 | Top 1M | — | 1 launch |
| 12 | Enakl Provider of on-demand minibus transportation services for daily urban commutes | — | $4M | 4 mo ago | — | PHPBootstrapAmazon ALB+13 | Top 50M | — | 3 job openings |
| 13 | BlaBlaCar 🦄 Network connecting individuals seeking or offering transportation via bus or carpool | — | $565M | 26 mo ago | 930 | WordPress Block EditorWordPressApple iCloud Mail+19 | Top 100k | — | 1 expansion |
| 14 | Skill Corner Analytics Provider of AI-driven sports data with player and ball tracking | — | $2M | 6 mo ago | 40 | WebflowCart FunctionalityRive+15 | Top 5M | — | 1 job opening · 1 launch |
| 15 | Omny AI-powered real estate search platform | — | $866K | 3 mo ago | — | WebflowGSAPMicrosoft Advertising+16 | Top 5M | — | 1 job opening · 1 partnership |
| 16 | Stockly Provider of inventory sync-based logistics management software solutions for e-commerce businesses | — | $18M | 16 mo ago | 77 | Webflow EcommerceWebflowPreact+14 | Top 10M | — | 1 expansion |
| 17 | Paris Saint-Germain 🦄 Provider of football club services | — | $572M | 30 mo ago | 700 | TurbopackApple iCloud MailNode.js+32 | Top 50k | — | — |
| 18 | Ewake AI powered platform focused on revolutionizing incident resolution for engineering and support teams in the… | — | $2M | 8 mo ago | — | Framer SitesApple iCloud MailReact+10 | Top 50M | — | — |
| 19 | Galam Robotics Developer of a modular robotic solution to optimize storage in the warehouse 42Talent top 28%Moat top 32%Patents top 34%Growth top 35% All 11 signals ▾Talenttop 28% Moattop 32% Patentstop 34% Growthtop 35% Fundingtop 39% Innovationtop 43% Techbottom 47% Productbottom 45% Globalbottom 35% Marketbottom 20% Newsbottom 17% Talent: Analyst team rating 4/5 Moat: Editorial + unicorn rating 4/10 · IP moat: 23 patents rank vs industry peers · Fliar Intelligence Index 42/100 | — | $11M | 15 mo ago | 10 | WebflowMicrosoft 365jQuery+7 | Top 50M | 23 patents Automated 3D modular warehouse storage and retrieval robotics systems | — |
| 20 | FAUME Online retailer for unisex fashion products | — | $7M | 14 mo ago | 44 | SentryApexCharts.jsApache HTTP Server+6 | Top 5M | — | 1 partnership |
| 21 | Claimy Cloud-based royalty tracking platform for musicians | — | $2M | 8 mo ago | — | — | — | — | — |
| 22 | Otoqi Provider of vehicle relocation services and fleet management solutions | — | $19M | 19 mo ago | 60 | WebflowGoogle MapsMicrosoft Advertising+22 | Top 5M | — | 1 job opening |
| 23 | SATISFY Online platform offering apparel and accessories | — | $11M | 16 mo ago | 18 | ShopifyAlgoliaBack In Stock+35 | Top 500k | — | 3 internships |
| 24 | Fairly Made Provider of supply chain traceability and impact measurement solutions for fashion brands | — | $5M | 14 mo ago | 55 | WebflowLeniscore-js+18 | Top 5M | — | 1 award |
| 25 | VelyVelo SaaS-driven fleet management solution for electrically assisted bicycles | — | $11M | 20 mo ago | 10 | WordPressMySQLPHP+18 | Top 5M | — | 1 expansion |
| 26 | Base for Music Online music promotion platform | — | $2M | 12 mo ago | 6 | ShopifySentryNode.js+17 | Top 5M | — | 1 launch |
| 27 | Mon Specialiste Auto Pre-purchase inspection service for second-hand cars | — | $745K | 9 mo ago | 23 | WebflowHerokuMicrosoft Clarity+17 | Top 5M | — | — |
| 28 | Revyze Community-based platform offering learning solutions for students | — | $8M | 20 mo ago | — | Framer SitesReactAmazon Web Services+7 | Top 5M | — | — |
| 29 | Kinetix Developer of a video model providing 3D character and camera control | — | $12M | 23 mo ago | 45 | Framer SitesReactAmazon Web Services+17 | Top 5M | — | — |
| 30 | Ekstere Provider of refurbished electric bicycles with quality assurance | — | $3M | 15 mo ago | — | Cart FunctionalityMagentoMySQL+22 | Top 5M | — | — |
| 31 | FairCraft Developer of lab-grown real leather materials for various applications | — | $5M | 18 mo ago | 14 | Webflow EcommerceWebflowcore-js+7 | Top 50M | 4 patents Cultured leather and skin production via cell‑based polymer scaffold biomanufacturing | — |
| 32 | Omnidoc Provider of social discussion platform for physicians 40Growth top 35%Funding top 43%Product top 46%Talent bottom 49% All 7 signals ▾Growthtop 35% Fundingtop 43% Producttop 46% Talentbottom 49% Techbottom 48% Marketbottom 38% Globalbottom 29% Growth: Fresh capital in last 24 mo Funding: Raised $3.7M across 2 rounds · 2 rounds over 5 yrs (0.4/yr) rank vs industry peers · Fliar Intelligence Index 40/100 | — | $4M | 18 mo ago | 20 | SanityHeadless UITailwind CSS+12 | Top 500k | — | — |
| 33 | Spendesk 🦄 Provider of software for managing corporate spending and invoice processing | — | $304M | 52 mo ago | 625 | Apple iCloud MailGoogle WorkspaceBootstrap+18 | Top 1M | — | — |
| 34 | GreenGo Online platform to book accommodation for travelers | — | $5M | 19 mo ago | 64 | Cart FunctionalitySentryTypeScript+26 | Top 500k | — | 1 expansion |
| 35 | Quiet Provider of app publishing, acquisition, and creation services for developers | — | $5M | 20 mo ago | — | WebflowGSAPcore-js+11 | Top 5M | 4 patents Overmoulding processes for tableware and dishware manufacturing | — |
| 36 | WeMaintain Provider of elevator maintenance services | — | $46M | 30 mo ago | 180 | PrismicApple iCloud MailGoogle Workspace+24 | Top 5M | 4 patents Optical smoke detection systems using scattered radiation for fire safety monitoring | 2 job openings · 1 expansion |
| 37 | Cubyn Online platform providing fulfillment services for e-retailers | — | $79M | 39 mo ago | 142 | — | — | — | — |
| 38 | Hype App-based ride-hailing services via hydrogen powered taxi fleet | — | $113M | 40 mo ago | 16 | WordPressMySQLPHP+32 | Top 10M | — | — |
| 39 | Carbonfact Provider of sustainability platform for apparel and footwear product lifecycle management | — | $17M | 25 mo ago | 10 | HubSpot CMS HubApple iCloud MailGoogle Workspace+20 | Top 5M | — | 2 launchs · 1 partnership |
| 40 | Fungiball Online fantasy sports platform for tennis | — | $2M | 19 mo ago | — | SentryFirebaseVue.js+15 | Top 5M | — | — |
| 41 | Groover Online music promotion and marketing platform | — | $17M | 28 mo ago | 30 | WordPressMySQLPHP+30 | Top 500k | — | 1 launch · 5 partnerships · 1 award |
| 42 | LeCollectionist Online marketplace for booking luxury vacation rentals | — | $75M | 42 mo ago | 250 | HubSpot CMS HubApple iCloud MailGoogle Workspace+21 | Top 1M | — | 2 job openings · 1 internship |
| 43 | Bridge.audio Cloud-based digital studio platform | — | $3M | 23 mo ago | 12 | SentryNode.jsTailwind CSS+21 | Top 5M | 4 patents Cross-media audio recommendation and cataloguing of new audio objects | 2 partnerships · 3 awards |
| 44 | Campings.com Online marketplace for booking campsites | — | $59M | 41 mo ago | 113 | HubSpot CMS HubHubSpotcore-js+13 | Top 10k | — | 2 partnerships |
| 45 | Worldia Provider of a platform for distributors to offer travel experiences | — | $49M | 37 mo ago | 186 | Node.jsReactNext.js App Router+23 | Top 5M | — | — |
| 46 | Europcar Mobility Group Provider of mobility solutions for car rental companies | — | $342M | 73 mo ago | 8,000 | Animate.cssBootstrapYouTube+10 | Top 5M | — | — |
| 47 | Cityscoot App-based rental platform for free-float electric scooters | — | $94M | 58 mo ago | 200 | WordPressProton MailMySQL+18 | Top 5M | — | — |
| 48 | Meero 🦄 AI-based photo editing tools and marketplace for photographers | — | $297M | 83 mo ago | 125 | — | — | — | — |
| 49 | Vianova Provider mobility data management platform for city transportation | — | $12M | 31 mo ago | 33 | — | — | — | 4 launchs · 1 partnership |
| 50 | MCS Group Provider of debt management and recovery services | — | $429M | — | — | ZURB FoundationAzureGoogle Font API+5 | Top 10M | — | — |
Top 12 Consumer companies in Paris
#1
Series C · Paris, Ile de France · founded 2017 · 210 employees$47Mraised▾
Series C · Paris, Ile de France · founded 2017 · 210 employees
Tech-enabled SaaS-driven freight forwarder for fine art shipping services. It is focused on logistics services of fine art, antiques, design pieces, and other bulky/fragile/valuable/sensitive items. Users can provide relevant load & shipping details to book door-to-door shipping services including pick-up, last-mile delivery, packing, customs clearance, insurance, etc. The platform also offers additional features for document management, real-time tracking, claims management, and more.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 13k LinkedIn followers
Activity: 1 product launches announced in 12 mo
Funding rounds
- Apr 2026Series C—
- Mar 2022Series B$35M
- Feb 2020Series A$10M
- 2018Seed$2.1M
Founders & team
Investors
Global Founders Capital, Innoport, Forestay, Mundi Ventures, Acton Capital, Nexthink
Tech stack
Apple Icloud MailAxeptioContentfulGatsbyGoogle CloudGoogle Cloud Cdn
#2
Series B · Paris, Ile de France · founded 2020 · 60 employees$39.5Mraised▾
Series B · Paris, Ile de France · founded 2020 · 60 employees
Online resellers of residential properties. It provides a non-binding purchase offer for residential properties. Users can receive an indicative offer online, schedule a visit and receive a final offer for the property.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 8k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Engineering Manager, Software Engineer
Activity: 1 partnerships · 1 awards (incl. ZIATM) announced in 12 mo
Funding rounds
- Sep 2025Series B$17.5M
- Apr 2024Series A$11.7M
- Feb 2022Series A$22.9M
- Dec 2020Seed$4.9M
Founders & team
Investors
Zigg Capital, Sequoia Capital, Heartcore Capital, Stride, Third Kind Venture Capital, Kima Ventures
Tech stack
ApolloApple Icloud MailBootstrapCloudflareCore-JsFacebook Pixel
#3
Series B · Paris, Ile de France · founded 2021 · 31 employees$8.1Mraised▾
Series B · Paris, Ile de France · founded 2021 · 31 employees
Offers a corporate travel booking platform for businesses. It is a booking platform that allows employees to telecommute with coworkers in villas. Users can search and book destinations, accommodations, and other travel facilities through the platform.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 14k LinkedIn followers
Funding rounds
- Feb 2026Series B$70M
- Jan 2025Series A$20.9M
- Feb 2024Series A$8.1M
Founders & team
Investors
Kima Ventures, Better Angle, Caphorn, MAIF Avenir, ISAI, Notion
Tech stack
AxeptioCloudflareCloudflare Bot ManagementContentfulCore-JsDetectify
#4
Series C · Paris, Ile de France · founded 2013 · 243 employees$110Mraised▾
Series C · Paris, Ile de France · founded 2013 · 243 employees
SaaS-based road freight transportation management platform for carriers and shippers. It allows to create and manage their shipments. It's a B2B freight booking engine aimed at small and medium-sized road transport companies. Provides a centralized view of all orders and facilitates communication with carriers. It allows real-time tracking of shipments.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 45k LinkedIn followers — 3.4% of this cohort's audience
Activity: 3 awards announced in 12 mo
Funding rounds
- Jan 2025Series C$30M
- Jan 2023Series C—
- Oct 2022Series C$40M
- Jan 2021Series C$32M
Founders & team
Investors
Battery Ventures, Partech Partners, NGP Capital, ETF Partners, Medium, SAP.iO
Tech stack
AngularApple Icloud MailAxeptioCdnjsCloudflareCloudflare Bot Management
#5
Series B · Paris, Ile de France · founded 2021 · 14 employees$11.6Mraised▾
Series B · Paris, Ile de France · founded 2021 · 14 employees
Provider of dermatological services intended to remove permanent tattoos. The company's services use art lasers that remove tattoos in a few sessions, enabling customers to easily get rid of their tattoos.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public) · hiring: Paid Acquisition Manager
Activity: 1 product launches · 1 awards · 1 expansions announced in 12 mo
Funding rounds
- Dec 2025Series B$11.6M
Investors
Factory Capital, Nickleby Capital, Gaingels, Kima Ventures, True Global, By The Tower
Tech stack
AhrefsCloudflareCookie ScriptGoogle AnalyticsGoogle Tag ManagerGoogle Workspace
#6
Seed · Paris, Ile de France · founded 2022$3.7Mraised▾
Seed · Paris, Ile de France · founded 2022
Provider of on-demand minibus transportation services for daily urban commutes. The service allows users to plan their trips by specifying departure location, work location, and desired arrival time. Users receive details about their assigned minibus, including pickup time and location. The service aims to provide comfortable, safe, and accessible transportation.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 11k LinkedIn followers
Hiring: 3 hiring posts in 12 mo (public) · momentum +3 · hiring: Lead Generation Specialist, Head of Supply
Activity: 1 partnerships (incl. Région Casablanca - Settat, la Région Île-de-France et Projet ECONNECT - TNTS) announced in 12 mo
Funding rounds
- Jan 2026Seed$2.3M
- Dec 2024Seed$1.4M
Founders & team
Investors
Catalyst Fund, Renew Capital, STATION F, Digital Africa, Azur Innovation Management., Wita Ventures
Tech stack
AosBootstrapCore-JsFacebook PixelGoogle AnalyticsGoogle Tag Manager
#7
Series E · Paris, Ile de France · founded 2006 · 930 employees$564.5Mraised▾
Series E · Paris, Ile de France · founded 2006 · 930 employees
Network connecting individuals seeking or offering transportation via bus or carpool. It facilitates ride-sharing arrangements between passengers and drivers. The network provides a platform for finding suitable travel options. It offers a range of destinations and routes.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 121k LinkedIn followers — 9.3% of this cohort's audience
Activity: 1 expansions announced in 12 mo
Funding rounds
- Apr 2024Conventional Debt$108M
- Jun 2022Conventional Debt$15M
- Apr 2021Series E$115M
- Nov 2018Series D$114M
Founders & team
Investors
ISAI, Insight Partners, VNV Global, Lead Edge Capital, Otiva, BNP Paribas
Tech stack
Apple Icloud MailAzureAzure Front DoorCdnjsCloudflareComplianz
#8
Series A · Paris, Ile de France · founded 2016 · 40 employees$1.6Mraised▾
Series A · Paris, Ile de France · founded 2016 · 40 employees
Provider of AI-driven sports data with player and ball tracking. It delivers analytics to enhance scouting, recruitment, and performance analysis. The company’s technology generates insights, empowering teams to make decisions and optimize talent identification. It combines tracking and event data to provide performance insights.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 21k LinkedIn followers
Hiring: 1 hiring post in 12 mo (public)
Activity: 1 product launches announced in 12 mo
Funding rounds
- Dec 2025Series A$60M
- Dec 2021Seed$649.3K
- Apr 2019Seed$623.3K
- Mar 2017Angel$302.6K
Founders & team
Investors
Hpfp, Careitas, Seventure Partners, Silversmith
Tech stack
Amazon CloudfrontAmazon Web ServicesCart FunctionalityCloudflareGoogle AnalyticsGoogle Workspace
#9
Seed · Paris, Ile de France · founded 2023$866Kraised▾
Seed · Paris, Ile de France · founded 2023
AI-powered real estate search platform. It connects users to France-wide agent inventories for personalized property matching.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 440 LinkedIn followers
Hiring: 1 hiring post in 12 mo (public)
Activity: 1 partnerships (incl. Ubiflow) announced in 12 mo
Funding rounds
- Mar 2026Seed$866K
Founders & team
Tech stack
CloudflareCloudflare Bot ManagementCloudflare TurnstileCookiebotCore-JsFacebook Pixel
#10
Series B · Paris, Ile de France · founded 2017 · 77 employees$17.6Mraised▾
Series B · Paris, Ile de France · founded 2017 · 77 employees
Provider of inventory sync-based logistics management software solutions for e-commerce businesses. The company offers a communication platform that connects e-commerce businesses with a global inventory. The platform facilitates real-time restocking of inventory using the global inventory of other retailers, enabling e-retailers to keep selling when out-of-stock.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 9k LinkedIn followers
Hiring: 2 hiring posts in 12 mo (public) · momentum -2 · hiring: No Code / AI Automation Engineer, DevoPS Engineer
Activity: 1 expansions announced in 12 mo
Funding rounds
- Feb 2025Series B$26.9M
- Sep 2022Series A$11.5M
- Mar 2021Series A$6.1M
- 2018Seed—
Investors
Daphni, Idinvest Partners, Founders Future, Eurazeo, 83NORTH, SAP.iO
Tech stack
CloudflareGoogle AnalyticsGoogle Font ApiGoogle Hosted LibrariesGoogle WorkspaceHsts
#11
Acquired · Paris, Ile de France · founded 1970 · 700 employees$572.4Mraised▾
Acquired · Paris, Ile de France · founded 1970 · 700 employees
Provider of football club services. And also provides information on the club's first team, academy, fan programs, and other club initiatives.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 269k LinkedIn followers — 20.5% of this cohort's audience
Founders & team
Investors
Arctos Sports Partners, Butler Capital Partners, Butler Industries
Tech stack
Ab TastyAhoyAkamaiAkamai Bot ManagerAlpine.JsAmazon Cloudfront
#12
Seed · Paris, Ile de France · founded 2024$2.3Mraised▾
Seed · Paris, Ile de France · founded 2024
AI powered platform focused on revolutionizing incident resolution for engineering and support teams in the marine industry. It is company that focuses on developing smart ports and autonomous shipping solutions, fostering a collaborative ecosystem. Their AI powered technical assistant, ewake, helps engineering and support teams reduce incident resolution time by five times, streamlining preparation processes.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 1k LinkedIn followers
Activity: 1 awards announced in 12 mo
Funding rounds
- Oct 2025Seed$2.3M
Founders & team
Investors
Connect Ventures, Notion, 2100 Ventures, 50 Partners, Insiders
Tech stack
Amazon Web ServicesApple Icloud MailCloudflareCloudflare Bot ManagementContentsquareFramer Sites
Funding & investor landscape
$8.3Btotal disclosed funding
338companies funded
627disclosed rounds
1rounds last 90 days
Most active investors
Notable founders
Clement Ouizille
Co-Founder · Convelio
Edouard Gouin
Co-Founder & CEO · Convelio
Louis Lambert
Co-Founder · Zefir
Remy Fabre
Co-Founder & CEO · Zefir
Maxime Eduardo
Co-Founder & CEO · Naboo
Lucien Bredin
Co-Founder · Naboo
Jérôme Burtin
Co Founder and Board Member · Shippeo
Pierre Khoury
Co-Founder & CEO · Shippeo
Charles Pommarede
Co-Founder & Co-CEO · Enakl
Samir Bennani
Co-Founder & Co-CEO · Enakl
Nicolas Deroche
Co-Founder · BlaBlaCar
Nicolas Brusson
Co-Founder & CEO · BlaBlaCar
Prism market signals · France · country-scoped Prism corpus, 2,437,126 docs
Market landscape — 10 sub-themes by coverage
Share of Consumer coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Consumer companies are there in Paris, France?
Radar tracks 1380 indexable Consumer companies headquartered in Paris, France that meet our profile-completeness bar.
What is the total funding raised by Consumer companies in Paris, France?
The Consumer companies in Paris, France on this list have raised a combined $8.3B in disclosed equity funding across 338 funded companies.
Which is the highest-funded Consumer company in Paris, France?
Vestiaire Collective is the highest-funded Consumer company in Paris, France, with $667M in disclosed equity funding.
How many Consumer companies in Paris, France are funded?
338 of the 1380 Consumer companies in Paris, France on this list have disclosed at least one equity funding round.
How many Consumer unicorns are there in Paris, France?
6 Consumer companies in Paris, France on this list are valued at $1B or more.
Who are the top investors in Paris, France Consumer companies?
The most active investors in Paris, France Consumer companies on this list include Kima Ventures, Bpifrance, Le Village by CA, Idinvest Partners, Angelsquare.
Sweetie IyerMarkets & Momentum
Sweetie watches where the money and the users are piling in. She covers sector wealth and momentum — the install curves and revenue pools that show which corners of the market are quietly on fire.