Icon Savings Plan
PrivateLast Round
Seed
Sep 24, 2024
Total Funding Raised
$12.4M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Icon Savings Plan operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Seed round in September 2024.
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Icon Savings Plan Comparables
Compare Icon Savings Plan with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| ForUsAll | 78% | |
| Human Interest | 73% | |
| Penelope | 72% |
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Icon Savings Plan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 24, 2024 | ||||
| Seed | Jul 9, 2020 |
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Key People
Founding team and executive leadership
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Icon Savings Plan Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| BBG Ventures | Seed |
| Rethink Impact | Seed |
| TTV Capital | Seed |
| TASC Ventures | Seed |
| Portland Seed Fund | Seed |
| Alumni Ventures | Seed |
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.
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Icon Savings Plan Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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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, so its shares have no public market price. Caplight tracks Icon Savings Plan's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
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.
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 in Icon Savings Plan's shares on secondary markets.