
United States · Financial services startup
Icon Savings Plan is a financial technology company founded in 2018, based in Portland, Oregon.
Funding reportedLast round: Seed
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.
Funding, as reported
What they build
Known for
information technology & servicesfuture of workfinancial servicesfintechb2b2csaasretirement savingsdesignportable retirementcomputer softwarefinance technology
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