United States · Financial services startup

Icon Savings Plan

Icon Savings Plan is a financial technology company founded in 2018, based in Portland, Oregon.

Funding reportedLast round: Seed

Financial servicesPortland, United States

About Icon Savings Plan

Icon Savings Plan is a financial technology company founded in 2018, based in Portland, Oregon.

It offers a Portable Retirement Plan (PRP), a digital alternative to traditional 401(k) plans, designed to simplify retirement savings for both employers and employees. The PRP allows employees to carry their retirement savings seamlessly across jobs without the need for rollovers or cash-outs. The company focuses on transforming retirement benefits by leveraging digital technology and innovative plan design. It aims to reduce regulatory complexity and administrative burdens for employers while providing personalized savings options for employees. Key features of the PRP include automated payroll contributions, personalized ETF-based investment portfolios, and a low monthly fee. Icon Savings Plan targets a diverse range of customers, including businesses of all sizes, gig platforms, self-employed individuals, and financial institutions, making it accessible to the modern workforce.

What company datasets say Icon Savings Plan raised

Funding, as reported

Reported in all$18Min dollars
Rounds3
Last roundSeed
Last round size$9.2M
Last round dateSept 2024

On 5 portfolio pages

Investors who name them

Each firm lists Icon Savings Plan on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

The company, in detail

What they build

Known for

information technology & servicesfuture of workfinancial servicesfintechb2b2csaasretirement savingsdesignportable retirementcomputer softwarefinance technology

Built with from their website

Google WorkspaceCloudFlareWP EngineHubspotOpenAIGoogle MeetCloudFlare CDNTwilio SendGrid Email Marketing CampaignsMySQLAnthropic Claude

+8 more

StripeNotionSlackDocuSignCloudflare DNSZendesk for ServiceWordpressSendgrid

Sector
Financial services
Industry code
NAICS 523940, SIC 6282
Region
Oregon
Revenue
$3.5M a year, as listed

Financial services in United States

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