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§ Private Profile · San Francisco, CA, USA
Portable retirement savings plans for employers and workers, offering low-cost ETF portfolios with no employer fees.
Icon Savings Plan, based in San Francisco, California, offers a portable retirement savings plan designed as an alternative to traditional 401(k)s, simplifying workplace retirement for employers and employees. The platform enables employers to provide low-cost, easy-to-set-up plans without ongoing administrative burdens or fiduciary responsibility, serving W-2 and 1099 workers across various sectors. Employees contribute pre-tax to personalized ETF-based portfolios for a fixed $4 monthly fee, with full portability across jobs. Icon Savings Plan raised $3.2 million in seed funding and reported 10 employees as of 2020. Its seed round was led by TTV Capital, with participation from investors including Tom Blaisdell, Rethink Impact, and TASC Ventures. The company was founded around 2019 by Laurie Rowley, Alex Rowley, and Sasha Mace.
Icon Savings Plan has raised $3.2M across 1 funding round.
Icon Savings Plan has raised $3.2M in total across 1 funding round.
Icon Savings Plan has raised $3.2M across 1 funding round. Most recently, it raised $3.2M Seed in July 2020.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jul 13, 2020 | $3.2M Seed | — | Alumni Ventures, Kelly Innovation Fund, Portland Seed Fund, Rethink Impact, Tasc Ventures | Announced |
Icon Savings Plan has raised $3.2M in total across 1 funding round.
Icon Savings Plan's investors include Alumni Ventures, Kelly Innovation Fund, Portland Seed Fund, Rethink Impact, TASC Ventures.