Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
Icon logo — The new, affordable way for businesses to offer a retirement...

Icon

The new, affordable way for businesses to offer a retirement plan.

Founded 2019 United States Portland, United States 25 employees Seed Total: $21.40M Finance, Financial Services +1

General Information

Company Name Icon
Founded Year 2019
Location United States Portland, United States +1
Employees 25
Industries Finance, Financial Services, Fintech
Funding Stage Seed
Social

Get notified when Icon moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Icon

Icon, established in 2019, is revolutionizing the retirement benefits industry by integrating digital technology with innovative retirement plan designs. Its primary product, the Portable Retirement Plan (PRP), is transforming how businesses offer retirement benefits, mitigating traditional regulatory complexities and administrative hurdles.

Operating out of the United States, Icon positions itself in the Finance, Financial Services, and Fintech industries. Its value proposition is fundamentally centered on providing user-friendly, affordable retirement solutions equally suited to businesses of all sizes.

In its recent financial strides, Icon secured a $9.20M Seed Round investment as of September 24, 2024. This funding underscores investors' confidence in Icon's novel approach and its future potential in redefining retirement services.

Taxonomy: Portable Retirement Plan, Retirement Technology, FinTech, Retirement Benefits, Investment Management, Digital Transformation, Plan Design, User-Friendly Solutions, Retirement Savings, Workplace Savings, Compliance Automation, Legacy System Replacement, Employee Investment

Services & Products

Retirement Plan Management
Automatic Payroll Contributions
Investment Account Setup
Account Portability

Target Customers

Businesses Individuals Franchises Financial Advisors Benefits Brokers

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round •••••• - 24 Sep 2024
Seed Round •••••• - 30 Oct 2022
Seed Round •••••• 1
Investor
21 Jun 2022
Seed Round •••••• 5
Investor Investor
•••• •••• 		09 Jul 2020

Icon Alternatives & Competitors

View All Alternatives
Icon vs
American Retirement Association
American Retirement Association United States

Working for America's Retirement

84 employees
Education, Financial Services
Compare Icon vs American Retirement Association
Icon vs
TPSU - The Plan Sponsor University
TPSU - The Plan Sponsor University United States

TPSU offers the most comprehensive #Fiduciary education programs for #HR retirement plan administrat...

21 employees
Icon vs
GRP Financial
GRP Financial United States

The Nation's Leading Group of Retirement Plan Specialists

25 employees
Financial Services
Also compare with: Icon vs Allied Consultants, Inc. Allied Consultants, Inc. View all alternatives

FAQ About Icon

The new, affordable way for businesses to offer a retirement plan.
Icon was founded in 2019.
Icon is headquartered in Portland, United States.
Icon operates in the following industries: Finance, Financial Services, Fintech.
Icon has approximately 25 employees.
Icon has completed 4 funding rounds, raising a total of $21.40M. The latest funding stage is Seed.
Icon offers: Retirement Plan Management, Automatic Payroll Contributions, Investment Account Setup, Account Portability.
Top alternatives and competitors to Icon include American Retirement Association, TPSU - The Plan Sponsor University, GRP Financial, Allied Consultants, Inc., Third Party Administrators, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Icon and American Retirement Association are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Icon and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

See how it works

One analytics cookie (Google Analytics). Cookie Policy

Book a demo 30 minutes