Icon Savings Plan offers retirement savings plans for businesses and individuals, enabling companies of all sizes to offer a plan to their entire workforce. Employers pay no administration fees while participants pay a low flat monthly fee. Portfolios are comprised of low-cost funds from asset managers like BlackRock and Vanguard. The company is led by founder and CEO Laurie Rowley. It is based in San Francisco and intends to use new funding to expand operations and its business reach.

Total raised

$3M

Funding rounds

1

Latest round

Seed

Latest activity

Jul 2020