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Icon Savings Plan

2443 Fillmore St.
San Francisco, CA 94115
USA
(415) 509-9687
Website Company Summary Management Team
Team

Management: Alex Rowley (COO) Laurie Rowley (Founder) Sasha Mace (CTO)
Company

Business description: Icon is a portable retirement savings plan company that simplifies retirement benefits for employers. Icon removes the complexity, administrative burden, and cost from employers and delivers a low cost, easy to use, personal retirement plan for employees. It works like a 401k plan, but with some big advantages. Employers pay a small one-time setup fee and no on-going administration costs. Icon does all the work Takes minutes to set up, no plan design required, and no federal filing requirements. Portfolios are comprised of low cost ETFs and are tailored to the individual. We’re dedicated to changing the way people save. We believe that retirement savings should be about people and making their lives better, not about assets under management, sales goals, and commissions.
Capital

Rounds: 1
Recent fundings: Jul 2020
Capital raised: 3.2M
Last Round: 3.2M
Ownership: Private  
VCs include: Alumni Ventures GroupRethink Impact;  Portland Seed Fund;  TASC Ventures
Angels/other VCs: Tom Blaisdell (DCM Ventures)
Corporate investors: Kelly Services

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Overview
Record updated: Jul 2020
Sector: Software
Year Founded: 2018
Rounds: 1
Recent fundings: Jul 2020
Capital raised: 3.2M
Last Round: 3.2M
Ownership: Private