Icon Savings Plan - About the company
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 30 active competitors, including 8 funded and 7 that have exited. Its top competitors include companies like Guideline, Human Interest and 401GO.
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
Investors
Ranked
8th among 30 active competitors
Employee Count
22 as on Aug 31, 2026
Similar Companies
Legal entities associated with Icon Savings Plan
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 | - | - | - |
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Icon Savings Plan's funding and investors
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 | 7279269 | Seed | 8015900 | 1384631 | 5839846 | 7397925 |
Jul 13, 2020 | 2983719 | Seed | 6099523 | 8211788 |
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Icon Savings Plan's founders and board of directors
Founder? Claim ProfileThe 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 22 employees as of Aug 26. Here is Icon Savings Plan's employee count trend over the years:
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Icon Savings Plan's Competitors and alternates
Top competitors of Icon Savings Plan include Guideline, Human Interest and 401GO. Here is the list of Top 10 competitors of Icon Savings Plan, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Guideline 2015, Burlingame (United States), Acquired | Provider of retirement plans and related administrative and investment services | $344M | 75/100 | |
2nd |  Human Interest 2015, San Francisco (United States), Series E | Employer-enabled retirement planning | $789M | 74/100 | |
3rd | 401GO 2017, West Jordan (United States), Series B | Online employee benefits administration platform for enterprises | $77.2M | 58/100 | |
4th | ForUsAll 2013, San Francisco (United States), Series B | Modern 401(k) plans and crypto solutions for startups and businesses | $35.2M | 50/100 | |
5th | Onward 2015, Los Angeles (United States), Acquired | Employee financial planning software | $2M | 46/100 | |
6th | _1591599631332.png?devicePixelRatio=2&height=30&width=30){kind=logo} Financial Engines 1996, Sunnyvale (United States), Acquired | Employer-enabled financial planning platform | $85M | 46/100 | |
7th | BenefitGuard 2013, Orem (United States), Deadpooled | Platform offering retirement planning solutions | - | - | 42/100 |
8th | Icon Savings Plan 2018, San Francisco (United States), Seed | Online platform for retirement planning | $12.4M | 39/100 | |
9th | _1576500366387.png?devicePixelRatio=2&height=30&width=30){kind=logo} iJoin 2018, Scottsdale (United States), Acquired | Employee retirement investment planning software provider | $1.6M | - | 38/100 |
10th | SaveDay 2015, Fremont (United States), Seed | 401k retirement plans for small to mid-sized businesses | $100K | 35/100 |
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Icon Savings Plan's Investments and acquisitions
Icon Savings Plan has made no investments or acquisitions yet.
Reports related to Icon Savings Plan
Here is the latest report on Icon Savings Plan's sector:
News related to Icon Savings Plan
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Icon Savings Plan Raises $3.2M in Seed FundingFinSMEs•Jul 13, 2020•Icon Savings Plan, Alumni Ventures, Kelly, Portland Seed Fund and 3 others
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FAQs about Icon Savings Plan
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