Icon Savings Plan Overview

  • Founded
  • 2018
Founded
  • Status
  • Private
  • Employees
  • 5
Employees
  • Latest Deal Type
  • Seed
  • Latest Deal Amount
  • $3.2M
Latest Deal Amount
  • Investors
  • 8

Icon Savings Plan General Information

Description

Provider of financial technologies and financial services intended to offer portable retirement plans for businesses and individuals. The company's platform delivers a personalized and portable retirement plan for retirement savers and employers with a way to offer a 401k-style retirement plan to all of their workers, thereby providing its users with pre-tax payroll contributions minus the cost, plan administration, fiduciary responsibility, and regulatory burden from employers and the need for rollovers and lapses in coverage.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Asset Management
Primary Office
  • 2443 Fillmore Street
  • San Francisco, CA 94115
  • United States
+1 (415) 000-0000

Icon Savings Plan Timeline

201920202021
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Icon Savings Plan Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Seed Round 09-Jul-2020 $3.2M 00.00 Completed Generating Revenue
2. Early Stage VC 27-Dec-2019 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 technologies and financial services intended to offer portable retirement plans for businesses and
Other Financial Services
San Francisco, CA
5 As of 2020
00.00
000000000 00.00

00000 00

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0000000000 00000000 (000)
San Francisco, CA
000 As of 0000
00000
00000000000 00000
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Icon Savings Plan Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
00000 00000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
You’re viewing 1 of 1 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
Alex Rowley Co-Founder & Chief Operating Officer
Sasha Mace Co-Founder & Chief Technology Officer
To view Icon Savings Plan’s complete executive team members history, request access »

Icon Savings Plan Board Members (1)

Name Representing Role Since
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 %ile
-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

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Icon Savings Plan Investors (8)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Alumni Ventures Group Venture Capital Minority 000 0000 000000 0
EnviroCROSS Corporation Minority 000 0000 000000 0
Kelly Innovation Fund Venture Capital Minority 000 0000 000000 0
Rethink Capital Partners Venture Capital Minority 000 0000 000000 0
TASC Ventures Corporate Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 8 investors. Get the full list »