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Icon Savings Plan

Icon Savings Plan

Private
San Francisco, CaliforniaFinTechhttps://iconsavingsplan.com/

Last Round

Seed

Sep 24, 2024

Total Funding Raised

$12.4M

Momentum

Top 25%

of companies Caplight tracks

Company Overview

Icon Savings Plan is a fintech company that provides a portable retirement savings platform for businesses and individuals.

Sector

FinTech

Verticals

Wealth Management, HR, Investment Platforms

Business Model

B2B2C

Customer Profile

Subscription SaaS, Payment Processing Fee, Services & Consulting

AI Layer

Application

Keywords

portable retirement plan401k alternativepayroll IRAretirement for contractorsgig economy benefitsportable benefitsretirement as a servicerobo-advisorPRPno fiduciary riskSEP IRAflat-fee retirement planB2B2C FinTechHR tech

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Track how buyer interest and sentiment changes over time.

Icon Savings Plan Comparables

Compare Icon Savings Plan with similar companies based on industry and business-model similarity.

Icon Savings Plan comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
ForUsAll
78%
Human Interest
73%
Penelope
72%

Icon Savings Plan Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
SeedSep 24, 2024
SeedJul 9, 2020

Key People

Founding team and executive leadership

Sasha Mace

Co-Founder, CTO

Founding Team

Icon Savings Plan Investors

Notable investors and investment history

Icon Savings Plan investors
InvestorRounds
BBG VenturesSeed
Rethink ImpactSeed
TTV CapitalSeed
TASC VenturesSeed
Portland Seed FundSeed
Alumni VenturesSeed

Market signals

Structured signals derived from secondary market and firmographic data.

  • Aug 22, 2026

    Monthly visitors grew 142% MoM, reaching 7.3K.

  • Nov 8, 2025

    Monthly visitors increased 42% MoM.

Icon Savings Plan Filings

Explore SEC and related filing metadata, where available.

Icon Savings Plan filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Icon Savings Plan's valuation, stock price, and market status.

Is Icon Savings Plan a public or private company?

Icon Savings Plan is a private company.

What is the current stock price of Icon Savings Plan?

Icon Savings Plan is a private company with no public stock price. No recent secondary market data is available.

How much is Icon Savings Plan worth (valuation)?

Valuation information for Icon Savings Plan is not publicly available.

Can I buy Icon Savings Plan stock?

Icon Savings Plan shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was Icon Savings Plan's last funding round?

Icon Savings Plan's most recent funding round was Seed on September 24, 2024.

Who are the main investors in Icon Savings Plan?

Key investors in Icon Savings Plan include TTV Capital.

Will Icon Savings Plan IPO soon?

No public IPO plans have been announced for Icon Savings Plan.

How can I track Icon Savings Plan secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Icon Savings Plan's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range19
Year Founded2018
Last FundingSep 24, 2024

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