Icon Savings Plan Overview

  • Founded
  • 2018

Founded
  • Status
  • Private

  • Employees
  • 22

Employees
  • Latest Deal Type
  • Seed

  • Latest Deal Amount
  • $9M

  • Investors
  • 9

Icon Savings Plan General Information

Description

Provider of financial services intended to elevate and modernize retirement savings plans for businesses and their employees. The company's services deliver a personalized and portable retirement plan for retirement savers and employers with a way to offer a special retirement plan to all of their workers, enabling employers and individuals to gain financial literacy and save for their retirement.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Primary Office
  • 1631 North East Broadway Street
  • Suite 815
  • Portland, OR 97232
  • United States
+1 (503) 000-0000

Icon Savings Plan Timeline

2020202120222023
Financing RoundCaptured Employee CountEstimated Employee Growth

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Icon Savings Plan Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Seed Round 25-Aug-2022 $9M 000.00 Completed Generating Revenue
4. Seed Round 22-Mar-2022 00.00 Completed Generating Revenue
3. Seed Round 09-Jul-2020 00.00 00.00 Completed Generating Revenue
2. Seed Round 27-Dec-2019 $100K $100K Completed Generating Revenue
1. Grant 30-Oct-2018 $25K Completed Startup
To view Icon Savings Plan’s complete valuation and funding history, request access »

Icon Savings Plan Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial services intended to elevate and modernize retirement savings plans for businesses and their emplo
Other Financial Services
Portland, OR
22 As of 2023
000.00
000000000 000.00

000000

co laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in rep
00000 000000000 0000
San Carlos, CA
00 As of 0000
000.00
0000000000 0 000.00

00000

ore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco lab
00000 000000000 0000
San Francisco, CA
000 As of 0000
00000
0000000000 0 00000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Icon Savings Plan Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
ForUsAll Venture Capital-Backed San Carlos, CA 00 000.00 0000000000 0 000.00
00000 00000000 Venture Capital-Backed San Francisco, CA 000 00000 0000000000 0 00000
000000 000000000 0 Private Equity-Backed Tampa, FL 000 0000 000000000000 0000
00000000 000000000 Corporate Backed or Acquired Ponte Vedra Beach, FL 00 000000&0
00000000 Venture Capital-Backed New York, NY 000 00000 000000000 00000
You’re viewing 5 of 11 competitors. Get the full list »

Icon Savings Plan Executive Team (3)

Name Title Board Seat Contact Info
Laurie Rowley Co-Founder, Chief Executive Officer & Board Member
Sasha Mace Co-Founder & Chief Technology Officer
Alex Rowley Co-Founder & Head of Advisory Services
To view Icon Savings Plan’s complete executive team members history, request access »

Icon Savings Plan Board Members (2)

Name Representing Role Since
Heidi Patel Rethink Impact Board Member 000 0000
Laurie Rowley Icon Savings Plan Co-Founder, Chief Executive Officer & Board Member 000 0000
To view Icon Savings Plan’s complete board members history, request access »

Icon Savings Plan Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Icon Savings Plan Investors (9)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Plug and Play Tech Center Accelerator/Incubator Minority 000 0000 000000 0
Alumni Ventures Venture Capital Minority 000 0000 000000 0
Kelly Innovation Fund Venture Capital Minority 000 0000 000000 0
Rethink Impact Venture Capital Minority 000 0000 000000 0
TASC Ventures Corporate Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 9 investors. Get the full list »