About Icon Savings Plan
Icon Savings Plan is a company based in San Francisco (United States) founded in 2018 by Laurie Rowley and Sasha Mace.. Icon Savings Plan has raised $12.4 million across 2 funding rounds from investors including unknown, Rethink Impact and Portland Seed Fund. Icon Savings Plan offers products and services including Portable Retirement Plans. Icon Savings Plan operates in a competitive market with competitors including Brex, Expensify, Nava Benefits, 401GO and OFCOLOR, among others.
- Headquarter San Francisco, United States
- Founders Laurie Rowley, Sasha Mace
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Icon Financial Services, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$12.4 M (USD)
in 2 rounds
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Latest Funding Round
$9.2 M (USD), Seed
Sep 30, 2024
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Investors
unknown
& 5 more
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Employee Count
Employee Count
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Products & Services of Icon Savings Plan
Icon Savings Plan offers a comprehensive portfolio of products and services, including Portable Retirement Plans. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers tax-advantage savings and automatic payroll for employee retirement.
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Funding Insights of Icon Savings Plan
Icon Savings Plan has successfully raised a total of $12.4M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $9.2 million completed in September 2024. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Seed — $9.2M
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First Round
First Round
(13 Jul 2020)
- Investors Count 6
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2024 | Amount | Seed - Icon Savings Plan | Valuation |
investors |
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| Jul, 2020 | Amount | Seed - Icon Savings Plan | Valuation | unknown |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Icon Savings Plan
Icon Savings Plan has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include unknown, Rethink Impact and Portland Seed Fund. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Life sciences and tech focused impact VC firm funding companies in the US, the UK and Canada
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Founded Year | Domain | Location | |
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US-based startups are accelerated and funded via venture capital support.
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Founded Year | Domain | Location | |
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Venture capital investing and portfolio management services for accredited investors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Icon Savings Plan
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Icon Savings Plan
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Icon Savings Plan Comparisons
Competitors of Icon Savings Plan
Icon Savings Plan operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Brex, Expensify, Nava Benefits, 401GO and OFCOLOR, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
SaaS-driven credit card and spend management solutions platform for businesses
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| domain | founded_year | HQ Location |
Cloud-based expense management solutions are offered for business travelers.
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| domain | founded_year | HQ Location |
Employee benefits brokerage and administrative services are provided to companies.
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| domain | founded_year | HQ Location |
Online platform for enterprise employee benefits administration is provided.
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| domain | founded_year | HQ Location |
Employee financial benefits are delivered via a cloud-based platform.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Icon Savings Plan
When was Icon Savings Plan founded?
Icon Savings Plan was founded in 2018 and raised its 1st funding round 2 years after it was founded.
Where is Icon Savings Plan located?
Icon Savings Plan is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of Icon Savings Plan?
Laurie Rowley is the current CEO of Icon Savings Plan. They have also founded this company.
Is Icon Savings Plan a funded company?
Icon Savings Plan is a funded company, having raised a total of $12.4M across 2 funding rounds to date. The company's 1st funding round was a Seed of $3.2M, raised on Jul 13, 2020.
What does Icon Savings Plan do?
Icon Savings Plan was established in 2018 in San Francisco, United States, as an online platform focused on retirement planning within the financial services sector. Automatic tax deductions and straightforward retirement plans are offered, with tools for employers to manage employee contributions. The platform serves self-employed individuals, contractors, and corporate entities, supporting sign-ins and contribution oversight across operations.
Who are the top competitors of Icon Savings Plan?
Icon Savings Plan's top competitors include Brex, Expensify and Nava Benefits.
What products or services does Icon Savings Plan offer?
Icon Savings Plan offers Portable Retirement Plans.
Who are Icon Savings Plan's investors?
Icon Savings Plan has 6 investors. Key investors include unknown, Rethink Impact, Portland Seed Fund, Alumni Ventures, and Kelly.