Icon Savings Plan

Retirement Simplified.

San Francisco, United States · $12.4M raised

Employees
11–50
Business Model
B2B
Total Funding
$12.4M
Last Round
$9.2M Series ASep 2024
Rounds
2

About

Icon Savings Plan offers a Portable Retirement Plan (PRP) that works like a 401(k) with tax-advantaged savings and automatic payroll contributions, but with no federal filings, no plan administration, and no complex rollovers. The platform integrates with 200+ payroll providers and is designed for portability — employees keep their retirement account seamlessly across job changes. Icon serves businesses, individuals, and benefits brokers with an all-digital platform that eliminates administrative burden.

Summary

Icon Savings Plan is a Fintech company based in San Francisco, United States. It has raised $12.4M in total across 2 rounds, most recently a $9.2M Series A round in Sep 2024. Investors include TTV Capital, Tom Blaisdell and BBG Ventures.

Tech & App Stack

5 technologies & apps tracked

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Funding History

Series ASeries ASep 2024
$9.2M

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Full funding history, per-round amounts, and investor participation.

Investors

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