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 1852 FM 878,WAXAHACHIE,TX,75165,70.

How many employees does Icon Savings Plan have?

As of Jul 31, 2026, the latest employee count at Icon Savings Plan is 23.

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 round, raised on Jul 13, 2020.

When was the latest funding round of Icon Savings Plan?

Icon Savings Plan's latest funding was a $***** Seed round on Sep 30, 2024, with participation from 0 investor.

Where does Icon Savings Plan rank among its competitors?

Icon Savings Plan ranks 6th amongst 15 active competitors, of which 5 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was 401GO, which secured $33M in Dec, 2025.

Who are the top competitors of Icon Savings Plan?

Icon Savings Plan's top competitors include Brightside, 401GO and iJoin. Among them, 401GO secured the most recent funding round in December, 2025.

Icon Savings Plan - 2026 Company Profile, Team, Funding & Competitors

Icon Savings Plan is a seed company based in San Francisco (United States), founded in 2018 by Sasha Mace. It operates as an Online platform for retirement planning. Icon Savings Plan has raised $12.4M in funding from tomblaisdell.com. The company has 15 active competitors, including 5 funded and 5 that have exited. Its top competitors include companies like Brightside, 401GO and iJoin.

Company Details

Icon Savings Plan is an online platform for retirement planning. The features of the product include automatic, tax-deductions and easy-to-use retirement plans, etc. The platform allows the employer to sign in and plan using the tool and managing contributions for the employees. The product is used by self-employed, individual contractors, and corporates.

Website: iconsavingsplan.com
Social
Email ID: *****@iconsavingsplan.com
Phone Number: +1 **********
Registered Address: 1852 FM 878,WAXAHACHIE,TX,75165,70

Key Metrics

Founded Year

2018

Location

San Francisco, United States

Stage

Seed

Total Funding

$12.4M in 2 rounds

Latest Funding Round

Seed, Sep 30, 2024, $*****

Investors

tomblaisdell.com & 9 more

Ranked

6^th among 15 active competitors

Employee Count

23 as on Jul 31, 2026

Similar Companies

Micruity & 84 more

View Icon Savings Plan's full profile

Icon Savings Plan is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
ICON FINANCIAL SERVICES, LLC CIN: 32090685705 , United States, Active	Jul 10, 2023	-	-	-

Icon Savings Plan has raised a total funding of $12.4M over 2 rounds. Its first funding round was on Jul 13, 2020. Icon Savings Plan has 10 institutional investors.

Here is the list of recent funding rounds of Icon Savings Plan:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Sep 30, 2024	1766445	Seed	5628273	8891746	1041528	7071251
Jul 13, 2020	7637578	Seed	1115850	3111918	tomblaisdell.com	Rethink Impact & 4 more

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View details of Icon Savings Plan's funding rounds and investors

The founders of Icon Savings Plan is Sasha Mace.

Here are the details of Icon Savings Plan's key team members:

Sasha Mace: Co-Founder & CTO of Icon Savings Plan.
Contact Info: 2 email addresses

View details of Icon Savings Plan's Founder profiles and Board Members

Icon Savings Plan's employee count trend

Icon Savings Plan has 23 employees as of Jul 26. Here is Icon Savings Plan's employee count trend over the years:

Employee count trend for Icon Savings Plan

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Top competitors of Icon Savings Plan include Brightside, 401GO and iJoin. Here is the list of Top 10 competitors of Icon Savings Plan, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Brightside 2017, San Francisco (United States), Series B	Online platform for employee financial benefits	$75M	Financial Solutions Lab, Obvious Ventures ... & 6 others	61/100
2nd	401GO 2017, West Jordan (United States), Series B	Online employee benefits administration platform for enterprises	$77.2M	Next Frontier Capital, Centana Growth Partners ... & 6 others	58/100
3rd	iJoin 2018, Scottsdale (United States), Acquired	Employee retirement investment planning software provider	$1.6M	-	51/100
4th	Onward 2015, Los Angeles (United States), Acquired	Employee financial planning software	$2M	Financial Solutions Lab, Gaingels & 1 others	46/100
5th	BenefitGuard 2013, Orem (United States), Deadpooled	Platform offering retirement planning solutions	-	-	42/100
6th	Icon Savings Plan 2018, San Francisco (United States), Seed	Online platform for retirement planning	$12.4M	Alumni Ventures Group, Rethink Impact & 8 others	39/100
7th	Scope Zero 2022, San Francisco (United States), Seed	Impact-based savings account for employees	-	Collab Fund, Village Capital & 1 others	36/100
8th	Sunny Day Fund 2014, Falls Church (United States), Seed	Employer enabled savings and investment platform	-	Lighthouse Labs, CMFG Ventures & 7 others	34/100
9th	Honest Dollar 2014, Austin (United States), Acquired	Platform for managing 401(K) accounts	$3M	Expansive Ventures, Formation 8 & 2 others	34/100
10th	Sagitec 2004, Saint Paul (United States), Funding Raised	Pension administration & unemployment insurance software provider	-	KIC Ventures	30/100