OverviewSuggest Edit

Icon Savings Plan is a company offering retirement savings plans for individuals and businesses. The company develops a platform that enables users to manage their accounts online. It also helps clients to deal with personal finances through its FI Academy.
TypePrivate
Founded2018
HQSan Francisco, CA, US
Websiteiconsavingsplan.com

Latest Updates

Employees (est.) (Dec 2021)16
Cybersecurity ratingBMore
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Icon Office Locations

Icon has an office in San Francisco
San Francisco, CA, US (HQ)
2443 Fillmore St, San Francisco
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Icon Financials and Metrics

Summary Metrics

Founding Date

2018

Icon total Funding

$3.2 m

Icon latest funding size

$3.2 m

Time since last funding

a year ago

Icon investors

Icon's latest funding round in July 2020 was reported to be $3.2 m. In total, Icon has raised $3.2 m
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Icon Cybersecurity Score

Cybersecurity ratingPremium dataset

B

85/100

SecurityScorecard logo

Icon Online and Social Media Presence

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Icon Blogs

The Easy Way for Cannabis Companies to Offer Retirement Benefits

In an industry where even finding a banking partner can be difficult, it can be difficult for cannabis companies to offer retirement plans to their employees.  Federal laws can make it difficult for cannabis companies to be the financial and administrative report they require to operate their busine…

The Great Resignation is happening. Here’s what to do with your 401k if you’ve left your job.

We’re over a year and half into Covid and people are still resigning in droves. In fact, a record 3% of the American workforce left their jobs in August (that’s 4.3 million workers), leading economists to refer to this period as the Great Resignation. Some of these workers may have simply switched j…

The Fiduciary Risks of Offering a 401k Plan

Did you know that by offering a 401k to your employees, you become their fiduciary? According to the Employee Retirement Income Security Act (ERISA) of 1974, that means you must act in their best interests. This might sound easy enough but in the past year, over 90 companies have had to defend thems…

CalSavers California Retirement Savings Program

California law now mandates that you must offer a retirement plan. Millions of California residents don’t have an employer-based retirement plan and have no retirement savings. So, to make sure that everyone has access to a workplace retirement plan, California passed a new law that applies to for-p…

Icon Savings Plan Recognized by Fast Company in 2021 World Changing Ideas Awards

Icon, the trailblazer in the portable retirement plan was chosen in two categories for creating the only retirement plan open to every working American. New York, May 4, 2021 — The winners of Fast Company’s 2021 World Changing Ideas Awards were announced today, honoring businesses, policies, project…

Webinar: Beyond the 401k Portable retirement. A new kind of plan built for today’s workforce.

The post Webinar: Beyond the 401k Portable retirement. A new kind of plan built for today’s workforce. appeared first on Icon.
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Icon Frequently Asked Questions

  • When was Icon founded?

    Icon was founded in 2018.

  • How many employees does Icon have?

    Icon has 16 employees.

  • Who are Icon competitors?

    Competitors of Icon include Practifi, ClaimSecure and Human Interest.

  • Where is Icon headquarters?

    Icon headquarters is located at 2443 Fillmore St, San Francisco, San Francisco.

  • Where are Icon offices?

    Icon has an office in San Francisco.

  • How many offices does Icon have?

    Icon has 1 office.