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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
Employees 25
Industries Finance, Financial Services, Fintech
Funding Stage Seed
Business Model B2B, B2B2C, SaaS
Revenue Model Service Fee, Usage Based, Retainer
Social

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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.

Business keywords: 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 $9.20M -
24 Sep 2024
Seed Round $6.00M -
30 Oct 2022
Seed Round $3.00M 1
Plug and Play
Plug and Play
21 Jun 2022
Seed Round $3.20M 5
Rethink Impact Portland Seed Fund
Rethink Impact, Portland Seed Fund +3
09 Jul 2020

Icon Alternatives & Competitors

View All Alternatives
Icon vs
Collegia
Collegia United Kingdom

Revolutionising Auto-Enrolment pensions and putting the member in control with AI.

Seed
19 employees
Finance, Financial Services
Compare Icon vs Collegia
Icon vs
ZILO™
ZILO™ United Kingdom

It is time for change. In every dimension ZILO™ has reimagined global transfer agency software.

Series A
172 employees
Finance, Financial Services
Compare Icon vs ZILO™
Icon vs
PAL Pensions
PAL Pensions Nigeria

To secure and deliver your retirement benefits with ease

269 employees
Finance, Financial Services
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 Finance, Financial Services and Fintech. Its work centres on Portable Retirement Plan, Retirement Technology, FinTech and Retirement Benefits. Its customers include Businesses, Individuals and Franchises.
Icon has a B2B, B2B2C and SaaS business model. Its revenue comes from Service Fee, Usage Based and Retainer.
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 Collegia, ZILO™, PAL Pensions, Remotiv, Cobee. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Icon and Collegia 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.

Source: BounceWatch company record for Icon, https://bouncewatch.com/company/icon-1, updated 16 February 2026. When citing, please name BounceWatch and link this page.

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