Icon Savings Plan
PrivateLast Round
Seed
Sep 24, 2024
Total Funding Raised
$12.4M
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, Personal Finance, Compliance
Business Model
B2B2C
Customer Profile
Subscription SaaS, Payment Processing Fee, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Icon Savings Plan Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
Icon Savings Plan Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 24, 2024 | ||||
| Seed | Jul 9, 2020 |
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.
- Nov 8, 2025
Monthly visitors increased 42% MoM.
- Jun 1, 2025
Monthly visitors grew 109% MoM, reaching 7.1K.
Icon Savings Plan Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Icon Savings Plan's valuation, stock price, and market status.