High level the kind of companies in solana that make money are as follows
Consumer
- Phantom/Solflare/Backpack wallet/Ledger
- Wallet analytics/portfolio trackers (Step Finance, Sonar Watch)
- Tax software (Koinly, CoinTracker)
NFT/Art Marketplaces (mostly ded)
- Tensor/Magiceden
- Fractal
Lending/Borrowing
- Solend
- Port Finance
Defi
- Jupiter — Aggregator
- Meteora
- Raydium
- Mango (ded now)
- SolFi, Orbic, HumidiFi
Infra
- Helius/Quicknode/Alchemy/Triton
- Starting validators