Icon Savings Plan
Icon Savings Plan is a fintech company in San Francisco, United States, founded in 2019. It has raised $12.4M across 2 rounds, most recently a $9.2M Series A in September 2024.
Retirement Simplified.
- Headquarters
- San Francisco, California
- Employees
- 11–50
- Founded
- 2019
- Business Model
- B2B
- Website
- iconsavingsplan.com
- Total Funding
- $12.4M
- Last Round
- $9.2M Series ASep 2024
- Rounds
- 2
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 2 funding rounds and 7 investors for this company. The full record is or through the API.
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
It lists 11–50 employees. 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
Sep 2024
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Funding: Seed through Series A. Amounts, valuations, and investors where available.
Investors
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