# Icon Savings Plan: Financial services, Portland, United States

> Icon Savings Plan: Icon Savings Plan is a financial technology company founded in 2018, based in Portland, Oregon. Based in Portland, United States.

Source: https://millionrounds.com/startup/icon-savings-plan (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# Icon Savings Plan

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

Funding reported Last round: Seed

Financial services Portland, United States

Company summary

- **Founded:** 2019 7 years old
- **Team:** 23 11 to 50 people
- **Funding reported:** $18M in dollars
- **Last round:** Seed Sept 2024

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Icon Savings Plan has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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 **$18M** in dollars

Rounds **3**

Last round **Seed**

Last round size **$9.2M**

Last round date **Sept 2024**

## On 5 portfolio pages

Investors who name them

- [Portland Seed Fund](https://millionrounds.com/fund/portland-seed-fund)
- [Rethink Impact](https://millionrounds.com/fund/rethink-impact)
- [Radicle Impact](https://millionrounds.com/fund/radicle-impact-partners)
- [TTV Capital](https://millionrounds.com/fund/ttv-capital)
- [Ingeborg Investments](https://millionrounds.com/fund/ingeborg-investments)

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 & services future of work financial services fintech b2b2c saas retirement savings design portable retirement computer software finance technology

Built with from their website

Google Workspace CloudFlare WP Engine Hubspot OpenAI Google Meet CloudFlare CDN Twilio SendGrid Email Marketing Campaigns MySQL Anthropic Claude

+8 more

Stripe Notion Slack DocuSign Cloudflare DNS Zendesk for Service Wordpress Sendgrid

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

## Financial services in United States

Startups like it

- [**Kalshi** New York · founded 2019 *Raised*](https://millionrounds.com/company/kalshi)
- [**Temporal** founded 2022 *Raised*](https://millionrounds.com/company/temporal)
- [**Vestwell** New York · founded 2016 *Raised*](https://millionrounds.com/company/vestwell)
- [**C2FO** Kansas City · founded 2008 *Raised*](https://millionrounds.com/company/c2fo)
- [**Yieldstreet** New York · founded 2015 *Raised*](https://millionrounds.com/company/yieldstreet)
- [**Flutterwave** San Francisco · founded 2016 *Raised*](https://millionrounds.com/company/flutterwave)
- [**Corgi** San Francisco · founded 2024 *Raised*](https://millionrounds.com/company/corgi)
- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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