Key facts
- Icon Savings Plan’s last known valuation is $23.0M.
- It has raised $21.3M; the latest was Seed Round ($9.1M) in Sep 2024.
- Notable investors include Plug and Play Tech Center, Alumni Ventures, Portland Seed Fund, TTV Capital, Zeal Capital Partners — 11 tracked in total.
- Status: Privately Held (backing).
- ·The complete investor list — 11 names
- ·Watchlist + deal alerts for Icon Savings Plan
- ·The full record, as it builds
Funding rounds
No funding rounds for Icon Savings Plan are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Icon Savings Plan
Developer of financial technology designed to modernize retirement and financial benefits. The company offers a portable, compliant, and embedded platform for the retirement industry, enabling payroll providers, HR platforms, and financial institutions to offer scalable 401(k)-alternative plans that enhance accessibility and long-term financial security.
- Sector
- Financial Services
- HQ
- Portland, OR, United States
- Founded
- 2018
- Employees
- 18
- Website
- iconsavingsplan.com/
- Ownership
- Privately Held (backing)
Icon Savings Plan doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Icon Savings Plan shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Icon Savings Plan in its N-PORT filings yet. We sweep new filings monthly.